ZipRecruiter

Log In

1

Senior Client Associate Jobs in Ohio (NOW HIRING)

PNC Bank

Senior Client Solution Specialist

Cincinnati, OH · Hybrid

$41K - $68K/yr

Senior Client Solution Specialist (CSS) will help support Senior Estate Settlement Advisors (ESA ... Education Associates Certifications No Required Certification(s) Licenses No Required License(s ...

PNC Bank

Client Solution Specialist Sr

Cincinnati, OH · On-site

$45K - $62K/yr

As a Client Solution Specialist Sr within PNC's Corporate Banking organization, you will be based ... Education Associates Certifications No Required Certification(s) Licenses No Required License(s ...

PNC Bank

Client Solution Specialist Sr

Columbus, OH · On-site

$41K - $68K/yr

As a Client Solution Specialist Sr within PNC's Corporate Banking organization, you will be based ... Education Associates Certifications No Required Certification(s) Licenses No Required License(s ...

Gardiner & Theobald

As a Senior Associate leading G&T's best in class Supply Chain Management services, you will need a ... Acting as a senior client advisor, providing strategic input on supply chain risks, opportunities ...

next page

Showing results 1-20

All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Ohio

Senior Client Associate information

See Ohio salary details

$27.6K

$70.5K

$126.4K

How much do senior client associate jobs pay per year?

As of Jul 14, 2026, the average yearly pay for senior client associate in Ohio is $70,540.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $90,300.00 per year, depending on experience, location, and employer.

What does a senior client associate do?

A senior client associate manages client relationships, provides financial or service support, and ensures client needs are met efficiently. They often handle complex inquiries, coordinate with internal teams, and use CRM tools to maintain accurate client records.

What are the key skills and qualifications needed to thrive in the Senior Client Associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a Senior Client Associate job?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

Is senior associate a high position?

A senior associate is generally considered a mid- to senior-level position within a company, often indicating increased responsibility, experience, and expertise compared to entry-level roles. In many organizations, it is a stepping stone toward higher managerial or leadership roles, and it may require specialized skills or certifications. The exact level can vary depending on the industry and company structure.

What are the common responsibilities of a Senior Client Associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

Is a CSA job stressful?

A Senior Client Associate (CSA) role can be stressful due to high client expectations, tight deadlines, and the need for strong communication and organizational skills. The level of stress varies depending on workload, firm culture, and individual experience, but managing multiple client accounts often requires multitasking and problem-solving under pressure.

What is the highest paid customer service job?

Senior client associate roles in financial services or investment firms tend to be among the highest paid customer service-related positions, often offering six-figure salaries with bonuses. These roles typically require strong industry knowledge, client management skills, and relevant certifications such as FINRA licenses.
What are popular job titles related to Senior Client Associate jobs in Ohio? For Senior Client Associate jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Senior Client Associate jobs in Ohio look for? The top searched job categories for Senior Client Associate jobs in Ohio are:
What cities in Ohio are hiring for Senior Client Associate jobs? Cities in Ohio with the most Senior Client Associate job openings:
Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Ohio as of July 2026, with employment types broken down into 1% As Needed, 68% Full Time, 29% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $70,540 per year, or $33.9 per hour.
Senior Client Relationship Representative

Senior Client Relationship Representative

First Merchant's Bank

Columbus, OH • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted just now

First Merchants Bank rating

8.0

Company rating: 8.0 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

58th of 149 rated banks

Job description

First Merchants is seeking a Senior Customer Relationship Representative to join our team! This position is responsible for delivering a high quality and meaningful customer service experience by accurately completing bank transactions, opening accounts, and processing loan applications, as well as identifying products and services to meet the current and future financial needs of bank clients. They are responsible for meeting or exceeding established individual and team sales goals, as well as ensuring service metrics achieve the strategic and tactical goals of the organization.
As part of this role you will:
  • Customer Experience and Relationship Management
    • Deliver a consistently exceptional client experience by managing complex service and relationship needs in a fast-paced, relationship-focused banking center environment.
    • Serve as a trusted advisor by conducting in-depth conversations to understand clients' financial situations and recommend integrated solutions across multiple product lines.
    • Act as a point of escalation for advanced client inquiries and service issues, ensuring timely, accurate resolution and appropriate follow-through.
    • Proactively strengthen client relationships by leveraging service insights and feedback to build loyalty, retention, and advocacy.
    • Maintain accurate and complete client records to support effective relationship building and nurturing.
  • Operational Excellence
    • Perform and oversee complex monetary and non-monetary transactions, ensuring
      accuracy, efficiency, and adherence to internal controls.
    • Complete operational responsibilities including balancing cash, teller systems (TCR),
      vault, ATM, and branch transactions as needed.
    • Process and review higher-risk or more complex client requests in accordance with policy, including stop payments, exceptions, and account maintenance activities.
    • Support overall banking center operational integrity by identifying trends, exceptions, or risks and escalating as appropriate.
    • Ensure daily security procedures and operational standards are followed consistently.
  • Sales and Business Development Leadership
    • Lead by example in achieving individual sales goals while actively supporting banking center scorecard performance.
    • Conduct advanced guided conversations to identify opportunities to deepen client
      relationships through deposits, lending, digital tools, and referrals.
    • Open new consumer and business accounts and process loan applications with a high degree of accuracy and knowledge.
    • Drive effective onboarding by ensuring clients are enrolled in appropriate digital banking services and completing required follow-up activities.
    • Actively engage in teleconsulting activities, including outbound call blocks and call nights to support individual and team performance.
    • Utilize CRM and sales tools to document activity, manage pipelines, and support incentive plan requirements.
    • Partner with internal product specialists and refer clients to merchant services, treasury management, mortgage, and investment partners as appropriate.
  • Team Collaboration and Leadership
    • Serve as a senior resource within the banking center, providing guidance and informal coaching to Client Relationship Representatives and Service Associates.
    • Support execution of the sales management process through participation in huddles, meetings, coaching conversations, and skill development activities.
    • Assist the Banking Center Manager with operational reviews, audits, branch balancing, and workflow optimization.
    • Support associate problem resolution and procedural inquiries, reinforcing consistent service and sales standards.
    • Senior Client Relationship Representatives will serve as Banking Center Mentors and
      support onboarding and development of new hires.
  • Risk Management and Compliance
    • Ensure adherence to all regulatory, compliance, and information security requirements, including BSA, OFAC, CIP, EDD, and related reporting standards.
    • Exercise sound judgment in identifying, escalating, and documenting risk-related
      concerns.
    • Complete required training and maintain strong working knowledge of regulatory,
      operational, and product updates.

To be successful in this position, we require the following:
  • High school diploma or equivalent (GED).
  • A minimum of one (1) year of banking, sales, or related experience and a minimum of six (6) months of experience selling products or services.
  • This position requires S.A.F.E Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). Employees hired or transferring into this position will need to meet the qualification requirements within three (3) months of hire.
  • Ability to obtain Notary Public designation.
  • Ability to multi-task in a fast-paced environment.
  • In-depth knowledge of products/services offered by the bank (all lines of business).

The following would be a plus:
  • Prior banking experience.
  • Ability to sell and cross-sell bank products and services.

First Merchants offers the following:
  • Base Pay PLUS Bonuses
  • Medical, Dental and Vision Insurance
  • 401k
  • Health Savings and Flexible Spending Accounts
  • Vacation/Sick Time
  • Paid Holidays
  • Paid Parental Leave
  • Tuition Reimbursement
  • Additional Benefits

A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

What First Merchants Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply