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Arrive Logistics

Client Success Associate

Columbus, OH · On-site

Client Success Associate Arrive Logistics is a leading transportation and technology company in North America, with plans to continue to significantly grow year over year. Our success is a testament ...

Gallagher

Client Service Associate

Upper Arlington, OH · Hybrid

$14 - $19.25/hr

Overview At Gallagher, we're looking for a Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll ...

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As of Jun 30, 2026, the average yearly pay for client associate in the United States is $50,965.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $62,000.00 per year, depending on experience, location, and employer.
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Client Associate jobs near you
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Private Client Associate - Private Banking COL - Columbus, OH

Private Client Associate - Private Banking COL - Columbus, OH

WesBanco Bank Inc.

Columbus, OH • On-site

Other

Posted 20 days ago

Key responsibilities

  • Handles all incoming requests for service for customers.

  • Inputs consumer and commercial loan requests and assists with account origination and loan documentation.

  • Completes deposit account opening and closing process and services client needs related to loan and deposit account issues and electronic banking.

WesBanco rating

7.4

Company rating: 7.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

95th of 144 rated banks

Job description

Back Private Client Associate - Private Banking COL #31-9339 Columbus, Ohio, United States Apply X Facebook LinkedIn Email Copy Location

This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Henderson Rd., Columbus, OH.

Market Columbus Work Hours per Week 37.5 Requirements

Associates Degree and minimum of three years related work experience or Bachelor's Degree in a related field required.

Customer service experience required.

Job Description

SUMMARY:

The Private Client Associate provides support services for Private Banking. Duties include business processing, customer service interactions, and bank operations tasks.

CUSTOMER SERVICE SKILLS:

Must have strong interpersonal and communication skills.

Ability to handle difficult and sensitive business situations.

Willingness to provide a level of service which will clearly differentiate us from our competitors.

Ability to multi-task throughout the work day.

INTERPERSONAL SKILLS:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise, effective written and oral communication skills.

Must be attentive to detail.

Ability to interact professionally with Bank employees, business partners, customers and prospects.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Handles all incoming requests for service for customers.

Provides phone back-up when bankers are out on sales calls.

Maintains familiarity with Private Banking product offerings.

Inputs consumer and commercial loan requests.

Assists with account origination process, specifically as it relates to loan documentation and booking through internal systems.

Assists in the credit renewal process, including monitoring future maturities and line exception reports.

Completes deposit account opening and closing process.

Services client needs as it relates to loan and deposit account issues and electronic banking.

Coordinates and prepares marketing and account review materials.

OTHER REQUIREMENTS:

Ability to acquire knowledge of core lending and deposit products and systems.

Must have ability to develop fundamental understanding of Bank services and operations.

Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.

Ability to calculate figures and amounts such as discounts, interest, percentages, ratios, returns and fractions.

Ability to provide common sense understanding to carry out detailed written and verbal directions.

Proficient in Microsoft Office products including Outlook, Word and PowerPoint.

Ability to become proficient in various other systems.

Ability to maintain confidentiality.

Must possess strong organization and planning skills.

Must be self-motivated.

Excellent team player.

Full-Time/Part-Time Full-time Area of Interest Wealth Management All Locations Columbus, Ohio, United States

What WesBanco employees say

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Hours and flexibility

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