94 client associate jobs at 50 companies in Cleveland, OH
2w
Save
Mark Applied
Hide
Client Associate/Registered Client Associate
Westlake, Ohio, United States
$40k-$70k/yr OnsiteFull Time
Bachelor's degree or equivalent experience, strong verbal and written communication, client service and organizational skills, attention to detail, willingness to obtain FINRA licenses (Series 7 and 66 or 63/65) within 12 months.
2w
Save
Mark Applied
Hide
Client Associate
Rocky River, Ohio, United States
OnsiteFull Time
3+ YOEBachelor's preferred; Series 7 and 66 or willingness to obtain; 3+ years client-service experience in wealth management/private banking; strong attention to detail, communication, and organizational skills.
3w
Save
Mark Applied
Hide
Wealth Management Client Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accurate client materials, learn technology platforms, and deliver excellent client experiences; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Client Service Associate
Cleveland, Ohio, United States
$53k-$88k/yr OnsiteFull Time
0+ YOEBachelor's degree typically required, <1 year professional experience; strong client service, transaction processing, risk management, and problem-solving skills.
1mo
Save
Mark Applied
Hide
Client Service Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
5+ YOESeries 7 and 66 licenses, ideally 5+ years client service experience in finance, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and analytical skills.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel, Infinite Computer Solutions, Aon, KornFerry
1mo
Save
Mark Applied
Hide
KPB Client Service Associate - Trust
Brooklyn or Tacoma or Seattle or Albany
$25-$38/hr HybridFull Time
Associate's degree preferred or equivalent experience; financial or client-service experience required; trust department experience preferred; proficiency with Salesforce and Microsoft Office; strong communication and organizational skills.
Salesforce, Microsoft Office
4d
Save
Mark Applied
Hide
Sr Client Associate - Employee Benefits
Cleveland, Ohio, United States
$44k-$86k/yr HybridFull Time
1+ YOEHigh school diploma or equivalent,1+ year applicable experience,proficiency in Microsoft Office,basic math,strong communication and organizational skills,previous client relationship experience preferred.
Microsoft Office, Document Management System (DMS)
2w
Save
Mark Applied
Hide
Senior Registered Client Associate
Westlake, Ohio, United States
$29-$44/hr OnsiteFull Time
2+ YOE2+ years brokerage/client support experience, FINRA Series 7 and 63 required, customer service and administrative skills, intermediate Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3w
Save
Mark Applied
Hide
Wealth Management Client Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, promote banking offerings, and maintain accuracy and compliance; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Client Services Associate
Cleveland, Ohio, United States
$28-$32/hr OnsiteFull Time
Customer service experience in luxury retail or design preferred; strong communication, organization, time-management, and relationship skills; ability to lift up to 30 lbs; proficiency with Mac OS, iOS devices, Microsoft Office and Google Applications.
Mac Operating System, iOS, Microsoft Office, Google Applications
2d
Save
Mark Applied
Hide
Client Service Associate - Employee Benefits
Cleveland, Ohio, United States
HybridFull Time
High school diploma or equivalent required; associate or bachelor's degree preferred. No experience required. Life and Health license required or obtainable within 100 days. Proficiency in Word, Excel, PowerPoint, and Outlook.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3w
Save
Mark Applied
Hide
Private Client Associate - Independence, OH
Independence, Ohio, United States
OnsiteFull Time
Bachelor's degree required; excellent customer service, teamwork, attention to detail; Series 7/63/65/66 preferred or must obtain within 12 months; proficiency with Word, Excel, PowerPoint, and Outlook.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2w
Save
Mark Applied
Hide
Client Service Associate - Solon, OH
Solon, Ohio, United States
$44k/yr OnsiteFull Time
1+ YOEHigh school diploma, 1+ year work experience with strong attention to detail, Microsoft Excel proficiency, ability to prioritize and work independently, strong problem-solving and communication skills.
Microsoft Excel, ChatGPT
4d
Save
Mark Applied
Hide
Work From Home - Client Services Associate
Medina, Ohio, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and on a team, integrity and ethical conduct, genuine desire to help others.
Zoom
4w
Save
Mark Applied
Hide
Animal Resource Center (ARC) Client Care Associate
Cleveland, Ohio, United States
$18/hr OnsitePart Time
1+ YOEHigh school diploma, 1+ year customer service experience, ability to work with animals and cleaning agents, lift up to 50 lbs, euthanasia certified or able to certify within 6 months, Fear Free certification within 6 months, Windows computer use.
Windows
1mo
Save
Mark Applied
Hide
Senior Client Bookkeeper
Dover or Cleveland or Long Beach or Portland or Austin or Atlanta
$47k-$63k/yr HybridFull Time
3+ YOEAssociate's degree in accounting/finance preferred or equivalent experience; 3+ years bookkeeping/general ledger experience; QuickBooks Online and Microsoft Excel proficiency; GAAP knowledge; month-end close experience; strong communication and attention to detail.
Microsoft Office, Microsoft Excel, QuickBooks Online
3w
Save
Mark Applied
Hide
Client Services Training Specialist
Boston Heights, Ohio, United States
OnsiteFull Time
2+ YOE2-3 years facilitating and developing training content; associate or bachelor\u0002s or equivalent experience; familiar with Articulate, Camtasia, Captivate, LMS; strong communication, presentation, and organizational skills; retail client service knowledge preferred.
Articulate, Camtasia, Captivate, Learning Management System (LMS)
1mo
Save
Mark Applied
Hide
Client Success Partner - Payroll Operations
Brecksville, Ohio, United States
OnsiteFull Time
2+ YOEMinimum 2 years hands-on payroll processing; Associate degree preferred or 4 years payroll experience; FPC/CPP preferred; multi-state payroll, Excel/Outlook/Word/PowerPoint and import/export (.txt/.csv) experience required.
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
2mo
Save
Mark Applied
Hide
Client Special Arrangements Analyst - Legal Billing/Collections
Indianapolis or Wilmington or Cleveland or Chicago or Philadelphia or Columbus
$70k-$100k/yr OnsiteFull Time
2+ YOEAssociate or Bachelor in Accounting; law firm experience preferred; strong billing knowledge; proficient in Excel and billing systems; data-driven with attention to detail.
Microsoft Excel, Billing software, eBilling systems, Office productivity tools
1w
Save
Mark Applied
Hide
Client Service Ops Specialist, Doc Management/Mailroom
Westlake, Ohio, United States
OnsiteFull Time
1+ YOEHigh school diploma required (associate preferred). Minimum 1 year data entry or document management experience preferred. Experience with vault/records management, confidentiality, and fast-paced customer environments. 10‑key and typing skills valued.
Microsoft Excel, Microsoft Word, Microsoft Outlook
Explore Jobs
Expand Your Job Search
Top Cities Near Cleveland for Client Associate
- Client Associate jobs in Akron, OH
- Client Associate jobs in Parma, OH
- Client Associate jobs in Lorain, OH
- Client Associate jobs in Elyria, OH
- Client Associate jobs in Lakewood, OH
- Client Associate jobs in Cuyahoga Falls, OH
- Client Associate jobs in Euclid, OH
- Client Associate jobs in Mentor, OH
- Client Associate jobs in Cleveland Heights, OH
- Client Associate jobs in Strongsville, OH
- Client Associate jobs in Warren, OH
- Client Associate jobs in Stow, OH
- Client Associate jobs in Brunswick, OH
- Client Associate jobs in North Ridgeville, OH
- Client Associate jobs in Westlake, OH
- Client Associate jobs in Massillon, OH
- Client Associate jobs in North Olmsted, OH
- Client Associate jobs in North Royalton, OH
- Client Associate jobs in Kent, OH
- Client Associate jobs in Garfield Heights, OH