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308 client associate jobs at 152 companies in Ohio

1w
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Client Associate/Registered Client Associate
Westlake, Ohio, United States
$40k-$70k/yr OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
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.
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3w
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Client Associate
Miamisburg, Ohio, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
0+ YOE0-3 years client service experience (finance preferred), bachelor's degree preferred, proficient with Microsoft Office Suite, strong communication, detail-oriented.
Microsoft Office Suite
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1w
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Client Associate
Cincinnati, Ohio, United States
$40k-$77k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma plus 1 year relevant experience, proficiency with Microsoft Office, strong written/verbal communication, organization, basic math; associate degree or professional certification preferred.
Microsoft Office
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6d
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Client Associate
Cincinnati, Ohio, United States
OnsiteFull Time
MCF Advisors
MCF Advisors: Investment management and financial planning firm for individuals and institutions.
1+ YOEBachelor's degree or equivalent, 1+ year experience, strong communication and organizational skills, client service orientation, proficient with Microsoft Office and CRM, ability to travel to other offices.
Microsoft Office, CRM
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5d
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Client Associate
Rocky River, Ohio, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
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.
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2mo
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Client Associate
Cleveland, Ohio, United States
$58k-$72k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOESeries 7 and 66 (or willingness to pass), 2+ years client service experience in finance preferred, bachelor's degree preferred, proficient in Microsoft Office, excellent communication, strong attention to detail and discretion.
Microsoft Office Suite
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1w
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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3w
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Client Service Associate
Cleveland, Ohio, United States
$53k-$88k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
0+ YOEBachelor's degree typically required, <1 year professional experience; strong client service, transaction processing, risk management, and problem-solving skills.
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3w
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KPB Client Service Associate - Trust
Brooklyn or Tacoma or Seattle or Albany
$25-$38/hr HybridFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
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
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2d
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Client Success Associate
Dublin, Ohio, United States
$28-$30/hr OnsiteFull Time
Gordon Flesch Company
Gordon Flesch Company: Distributes and services office technology and managed IT systems.
High school diploma, valid driver’s license, strong Microsoft Excel and Office skills, excellent verbal/written communication, analytical problem-solving, customer-service orientation, ability to multitask and travel to client sites.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Office, CRM
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2mo
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Associate Client Executive (ACE)
Grand Rapids or Cincinnati or Detroit or Columbus or Ann Arbor
HybridFull Time
Hylant
Hylant: Full-service insurance brokerage and risk management firm.
2+ YOEEarly-career sales role in insurance with client support and product knowledge.
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1w
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Senior Registered Client Associate
Westlake, Ohio, United States
$29-$44/hr OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
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
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2mo
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Client Service Associate - NR
Canfield, Ohio, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOEHigh School Diploma or equivalent; 2 years clerical/related industry; proficient in Microsoft Excel, Word, PowerPoint, Outlook; knowledge of administrative procedures and client services.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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2mo
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Part Time Seasonal Client Associate - Easton OH
Columbus, Ohio, United States
OnsitePart Time, Seasonal
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEPart-time seasonal client services role with at least 1 year of client services experience; requires weekend/evening/holiday availability; proficient with POS and MS applications.
Microsoft Applications, POS systems
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3w
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Client Services Associate
Cleveland, Ohio, United States
$28-$32/hr OnsiteFull Time
RH
RHNYSE: RH: Luxury home furnishings retailer operating design galleries and restaurants.
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
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1mo
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Part-Time Client Services Associate
Worthington, Ohio, United States
$20-$25/hr OnsitePart Time
Stratos Wealth Partners
Stratos Wealth Partners: Independent wealth management firm providing financial planning and investment advice.
Entry-level client-facing role; requires proficiency with Microsoft Office and CRM, familiarity with Canva and Adobe Suite, strong communication and organizational skills, high school diploma preferred, prior experience supporting financial advisors preferred.
Microsoft Office Suite, CRM, Canva, Adobe Suite
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2w
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Senior Registered Client Service Associate
Cincinnati, Ohio, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
5+ YOEActive Series 7 and Series 66 or Series 63+65 required, high school diploma (college preferred), 5+ years industry experience, advanced Microsoft Office skills, strong client service and communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
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2w
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Senior Registered Client Service Associate
Cincinnati, Ohio, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
5+ YOEActive Series 7 and Series 66 (or Series 63+65), high school diploma required (college preferred), 5+ years industry experience, advanced Microsoft Office skills, strong client service and communication.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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1mo
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Client Solutions Associate - Youngstown, OH (October 2026)
Youngstown, Ohio, United States
$50k-$56k/yr OnsiteFull Time
FactSet
FactSetNYSE: FDS: Provides integrated financial data and analytical software solutions.
Bachelor's degree by Sept 2026, client-facing support experience or desire, strong Excel and Microsoft Office skills, aptitude for learning new technology, excellent verbal/written communication, legal US work authorization without sponsorship.
FactSet, Microsoft Office, Microsoft Excel
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1w
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Private Client Associate - Independence, OH
Independence, Ohio, United States
OnsiteFull Time
Janney Montgomery Scott
Janney Montgomery Scott: Provides wealth management, investment banking, and financial advisory services.
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
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