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Senior Client Service Associate Jobs in Ohio (NOW HIRING)

Career Connections

Client Services Associate

Athens, OH · On-site

$16.50 - $22/hr

Client Service Associate Our client, a growing wealth management firm, is seeking a Client Service Associate (CSA) to provide exceptional support to both clients and financial advisors. This role is ...

Go Rentals

Client Service Associate

Cincinnati, OH

$20/hr

Why You'll Love this Guest Experience Associate Job!     Deliver First-Class Service in a ... Open and close rental contracts; ensuring all required client paperwork is complete and accurate

Crane WW

Sr. Client Service Specialist

Lockbourne, OH · On-site

$17.25 - $22.75/hr

Resolves issues with orders, delivery dates or service. * Resolves the client's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem ...

CBIZ

Senior Client Service Consultant

Cleveland, OH · Hybrid

Provide DC consulting solutions to clients related to advisory services * Manage client portfolios pursuant to approved asset allocation models * Provide individual and global investment advice to ...

CBIZ

Senior Client Service Consultant

Cleveland, OH · On-site

Provide DC consulting solutions to clients related to advisory services * Manage client portfolios pursuant to approved asset allocation models * Provide individual and global investment advice to ...

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Showing results 21-40

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

Senior Client Service Associate information

See Ohio salary details

$27.6K

$70.5K

$126.4K

How much do senior client service associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for senior client service 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 service associate do?

A senior client service associate manages client accounts by providing support, addressing inquiries, and resolving issues to ensure client satisfaction. They often handle complex requests, maintain detailed records, and collaborate with other teams using customer relationship management (CRM) tools. This role requires strong communication skills and industry knowledge to deliver high-quality service.

What cities in Ohio are hiring for Senior Client Service Associate jobs?

Cities in Ohio with the most Senior Client Service Associate job openings:

Infographic showing various Senior Client Service Associate job openings in Ohio as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $70,540 per year, or $33.9 per hour.

Client Services Associate

Career Connections

Athens, OH • On-site

$16.50 - $22/hr

Other

Medical, Retirement, PTO

Re-posted 3 days ago

Job description

Client Service Associate

Our client, a growing wealth management firm, is seeking a Client Service Associate (CSA) to provide exceptional support to both clients and financial advisors. This role is responsible for managing client service requests, supporting account administration, maintaining accurate records, and ensuring a seamless client experience throughout the relationship lifecycle.

Key Responsibilities

Client Service & Account Administration

  • Assist with new client onboarding and account opening processes.
  • Process account paperwork, transfers, beneficiary updates, distributions, and other service requests.
  • Coordinate client communications and follow-up activities.
  • Maintain accurate client records and documentation within CRM and operational systems.
  • Ensure all client requests are handled accurately and promptly.

Advisor Support

  • Prepare meeting materials, reports, and client review documents.
  • Assist with scheduling and follow-up tasks.
  • Gather and organize information for financial planning and client reviews.
  • Help manage ongoing service and review schedules.

Operations & Administration

  • Maintain organized electronic and physical files.
  • Support compliance and documentation requirements.
  • Assist with client events, educational workshops, and marketing initiatives as needed.
  • Ensure confidentiality of client information and adherence to firm procedures.

This is temporary-to-direct, full-time position, hiring immediately. This client will consider a direct-hire offer for the right candidate. The schedule will be Monday through Friday, 8 a.m. to 5 p.m. Pay is commensurate with experience, in the range of $16.50 to $22 per hour. If hired on direct, this company offers retirement options, performance related bonuses and PTO/paid holidays. Health insurance is not available at this time.

Qualifications
  • Associate's or Bachelor's degree preferred.
  • 2+ years of experience in client service, administration, banking, financial services, or a professional office environment.
  • Experience in wealth management, financial planning, banking, insurance, or investment services preferred.
  • Proficiency with Microsoft Office Suite and CRM systems.
  • Strong organizational, communication, and attention-to-detail skills
Ideal Candidate
  • Client-focused with a strong service mentality.
  • Highly organized and detail oriented.
  • Able to manage multiple priorities effectively.
  • Professional, dependable, and discreet.
  • Positive attitude with a collaborative approach to teamwork.

Apply