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Client Associate Jobs in Columbus, OH (NOW HIRING)

Bread Financial

Regional Engagement Manager

Columbus, OH · On-site +1

$91K - $180K/yr

Job Summary The Regional Engagement Manager is pivotal in enhancing the client's associate and customer experience with Bread Financial products. The Field Team at Bread Financial works internally ...

Nichols & Company, CPAs

Client Coordinator

Westerville, OH · On-site

$22/hr

As a Client Coordinator , you will play a crucial role in creating a positive first impression for ... High school diploma or equivalent required; associate's degree preferred. * Proven experience in a ...

Bread Financial

Regional Engagement Manager

Columbus, OH · On-site

$91K - $180K/yr

Job Summary The Regional Engagement Manager is pivotal in enhancing the client's associate and customer experience with Bread Financial products. The Field Team at Bread Financial works internally ...

Hylant

Associate Client Executive (ACE)

Columbus, OH · On-site

With the tools and guidance provided, you'll be prepared to thrive in a Client Executive role specializing in either Commercial Property & Casualty or Employee Benefits. In This Role You Will Execute ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Columbus, OH

Client Associate information

See Columbus, OH salary details

$16.8K

$46.4K

$68.8K

How much do client associate jobs pay per year?

As of Jun 10, 2026, the average yearly pay for client associate in Columbus, OH is $46,412.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,400.00 and $56,500.00 per year, depending on experience, location, and employer.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Columbus, OH? The most popular types of Client jobs in Columbus, OH are:
What are popular job titles related to Client Associate jobs in Columbus, OH? For Client Associate jobs in Columbus, OH, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Columbus, OH look for? The top searched job categories for Client Associate jobs in Columbus, OH are:
What cities near Columbus, OH are hiring for Client Associate jobs? Cities near Columbus, OH with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Columbus, OH as of June 2026, with employment types broken down into 81% Full Time, 18% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $46,412 per year, or $22.3 per hour.

Key Private Bank Client Service Associate

KeyCorp

Columbus, OH

$25 - $38.46/hr

Other

Posted 13 days ago

Job description

Client Service Associate

Location: 175 S 3rd Street, Columbus Ohio

The Client Service Associate supports the Key Private Bank (KPB) sales team by completing client transactions and assisting with need identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships.

Responsibilities

  • Support the Key Private Bank team in the delivery of the sales and client experience process by managing tasks in a centralized work queue shared across multiple markets.
  • Service high-net-worth client accounts based on client need. Strive for first resolution of client issues, directly contributing to client satisfaction and retention.
  • Develop and maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to procedures.
  • Understand and follow all client authentication processes and procedures to protect clients and Key from loss. Understand and identify red flags of fraudulent and money laundering activity. Escalate instances according to procedure.
  • Partner closely with the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client accounts.
  • Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
  • Remain knowledgeable about products, pricing, and features, as well as the relevant processes, procedures and systems to perform the job. Provide assistance to KPB RMs and Officers on internal support systems and functions so that procedures and programs are being utilized properly.
  • Maintain client data quality and leverage Customer Relationship Management system (Salesforce) to update client information.
  • Build and maintain effective working relationships with other team members, Wealth Services, and centralized support areas to ensure high quality and timely administration of assigned fiduciary accounts and a seamless delivery of the client experience.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education Qualifications

  • Associate's Degree (preferred)

Experience Qualifications

  • 3 years related work experience or equivalent combination of work/educational background (required)

Tactical Skills

  • General knowledge of financial products and services, including banking, trust and investments.
  • Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
  • Ability to maintain all servicing aspects of the client relationship.
  • Ability to exercise discretion due to accessing and handling highly sensitive information.
  • Ability to learn and use proprietary software, databases and systems.
  • Proficient in all Microsoft Office Applications.

Personal Skills

  • Collaboration
  • Digital Awareness
  • Empathy
  • Problem Solving
  • Resilience

Practical Skills

  • Business Acumen
  • Oral & Written Communication
  • Risk Management

Core Competencies

  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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