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Senior Client Associate Jobs in Lancaster, OH (NOW HIRING)

Senior Client Bookkeeper

Columbus, OH · On-site +1

$47K - $63K/yr

Position Summary The Senior Client Bookkeeper performs execution-focused bookkeeping services for ... Associate's degree in accounting, finance, or a related field, and 3-5 years of progressive ...

Proven ability tooperateas a senior client advisor, witha track recordof building and sustaining ... Bachelor's degree or equivalent (minimum 12 years) work experience. (If Associate's Degree, must ...

Senior Tax Associate

Columbus, OH · Remote

$83K - $103K/yr

Senior Tax Associate Tax Is About More Than Compliance. It's About Relationships, Advice, and ... We believe professional development happens through meaningful client work, strong mentorship ...

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Senior Client Associate information

See Lancaster, OH salary details

$26.5K

$67.8K

$121.5K

How much do senior client associate jobs pay per year?

As of Aug 25, 2026, the average yearly pay for senior client associate in Lancaster, OH is $67,766.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,600.00 and $86,800.00 per year, depending on experience, location, and employer.

What is a senior client associate?

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.

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.

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 cities near Lancaster, OH are hiring for Senior Client Associate jobs?

Cities near Lancaster, OH with the most Senior Client Associate job openings:

Senior Client Service Associate

Gryphon Financial Partners

Columbus, OH • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 25 days ago


Job description

Benefits:

401(k)

Competitive salary

Dental insurance

Health insurance

Paid time off

Vision insurance

Job Description:

Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience.

Qualifications:

Organized, detail oriented and ability to multi-task

Strong verbal and written communication skills

Diligent follow up skills

Proficient with Microsoft Office

Professional and exemplifies all brand attributes of Gryphon Financial Partners

Job Accountabilities:

· Onboarding New Clients

· Client Service and Maintenance

· Client Relationship Building

· Investment Document Execution

· Family Office Services Assistance