ZipRecruiter

Log In

1

Client Service Associates Jobs Near Me

RIA Recruiting

Client Service Associate

Columbus, OH · On-site

$65K - $80K/yr

We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

New

RIA Recruiting

Client Service Associate

Columbus, OH · On-site

$65K - $80K/yr

We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has ...

Chase

Client Service Associate

Columbus, OH · On-site

$13.50 - $18.75/hr

Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point ...

JP Morgan Chase

Client Service Associate I

Columbus, OH · On-site

As a Client Service Delivery Associate I within JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support to our clients. Your role will involve ...

hackajob

Client Service Associate I

Columbus, OH · On-site

$13.50 - $18.75/hr

Client Service Delivery Associate I Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Delivery ...

Chase

Client Service Associate I

Columbus, OH · On-site

$13.50 - $18.75/hr

Client Service Delivery Associate I Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Delivery ...

Banfield Pet Hospital

Client Service Coordinator

Westerville, OH · On-site

$17.25 - $22.75/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service ...

next page

Showing results 1-20

All JobsClient Service Associates JobsClient Service Associates Jobs Near Me

Client Service Associates information

See salary details

$8

$17

$27

How much do client service associates jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for client service associates in the United States is $17.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 per hour, depending on experience, location, and employer.

What states have the most Client Service Associates jobs?

States with the most job openings for Client Service Associates jobs include:

Client Service Associates jobs near you
A map of the United States highlighting the number of Client Service Associates job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Client Service Associates job openings in each state, with California having the most at 2 and Hawaii the least at 0.

Client Service Associate

RIA Recruiting

Columbus, OH • On-site

$65K - $80K/yr

Full-time

Medical, Retirement, PTO

Posted 3 days ago

New

Job description

Capital Asset Management is a wealth management firm in Columbus, OH and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at capitalassetmgmt.com

Compensation:

  • Salary range of $65K-80K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Group Medical insurance
  • Retirement plan with matching contributions
  • Generous PTO Policy & Paid Holidays
  • Small, cohesive team environment

Responsibilities include:

  • Assist clients with account openings, transfers, deposits, and withdrawals
  • Lead new client onboarding process
  • Audit clients' portals for broken links and missing data
  • Track and confirm year-end RMDs and IRA contributions
  • Coordinate proactive client touchpoints
  • Compile and organize tax docs and client return preparation
  • Schedule client meetings and manage the firm's calendar
  • Maintain our CRM, ensuring meeting notes and docs are stored accurately
  • Act as the primary point person for our custodians: Schwab and Fidelity

Requirements:

  • 2 years of financial services experience
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time we do not micromanage
  • Ability to learn and implement new technology and software
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process by having a 1530-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.