119 client associate jobs at 64 companies in Trotwood, OH
1mo
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Client Associate
Miamisburg, Ohio, United States
OnsiteFull Time
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
3w
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Client Associate
Cincinnati, Ohio, United States
OnsiteFull Time
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
16h
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Sr. Client Associate - Employee Benefits
Cincinnati, Ohio, United States
HybridFull Time
1+ YOEHigh school diploma or equivalent plus 1 year of applicable experience; Microsoft Office proficiency, basic math, organizational and communication skills, and appropriate licensing. Associate degree and client relationship experience preferred.
Microsoft Office, Document Management System (DMS)
3d
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Client Service Associate
Cincinnati, Ohio, United States
OnsiteFull Time
1+ YOERequires 1–3 years of client service experience, strong communication and interpersonal skills, attention to detail, Microsoft Office Suite proficiency, and Series 7 and 66 licenses or commitment to earn them.
Microsoft Office Suite, artificial intelligence (AI)
1w
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Client Relationship Associate
Cincinnati, Ohio, United States
HybridFull Time
5+ YOE5+ years experience in financial services preferred; bachelor’s degree preferred; proficiency with Microsoft Outlook/Word/Excel and CRM (Practifi/Salesforce); strong written and verbal business English; client service and onboarding experience.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Practifi, Salesforce
3mo
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Associate Client Executive (ACE)
Grand Rapids or Cincinnati or Detroit or Columbus or Ann Arbor
HybridFull Time
2+ YOEEarly-career sales role in insurance with client support and product knowledge.
1w
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Client Associate - Kenwood Towne Ctr
Cincinnati, Ohio, United States
$12-$18/hr OnsitePart Time
1+ YOE1+ year client-services experience, strong communication, decision-making, and retail product knowledge; able to work weekends/evenings/holidays.
Microsoft Applications, point-of-sale (POS) systems
3mo
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Registered Private Wealth Client Associate
Cincinnati, Ohio, United States
OnsiteFull Time
Holds or will obtain FINRA SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, strong industry knowledge, client service skills, and proficiency with Microsoft Word, Excel, PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Registered Client Service Associate
Cincinnati, Ohio, United States
OnsiteFull Time
3+ YOEBachelor's degree required; active Series 7 and Series 66 required; 3+ years client service experience preferred; strong communication, organization, and attention to detail.
1d
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Wealth Management Client Associate
Miamisburg, Ohio, United States
OnsiteFull Time
High school diploma or equivalent; client service, communication, judgment, adaptability, and computer skills required. FINRA SIE, Series 7, or Series 66 preferred; experience with investment products and clients is desirable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Client Service Associate - Cincinnati, OH
Cincinnati, Ohio, United States
$50k-$54k/yr OnsiteFull Time
1+ YOEHigh school diploma and 1+ year in a professional office required. Requires strong communication, organization, accuracy, client relationship, Microsoft Office Suite, and Redtail CRM skills.
Microsoft Office Suite, Redtail
3w
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Wealth Client Management Associate
West Chester, Ohio, United States
OnsiteFull Time
0+ YOEProvides day-to-day support to client management consultants; requires strong Microsoft Office skills, attention to detail, communication skills, and 0-2 years experience or a two- or four-year degree.
Microsoft Word, Microsoft Excel, Outlook, PowerPoint, PDF, CAPCONNECT, SharePoint
2w
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KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
1mo
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Senior Registered Client Service Associate
Cincinnati, Ohio, United States
OnsiteFull Time
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
1mo
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Senior Registered Client Service Associate
Cincinnati, Ohio, United States
OnsiteFull Time
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
1d
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Client Relationship Marketing Associate Director
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yr RemoteFull Time
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
Salesforce, Gen AI
2mo
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Client Service Coordinator
Beavercreek, Ohio, United States
$15-$19/hr OnsitePart Time
Managing client and pet flow through the hospital, coordinating care, ensuring clear communication with clients and associates, and supporting veterinary team productivity in a front-office, customer-facing role.
Workday
1mo
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Senior Client Solution Specialist
Cincinnati, Ohio, United States
$41k-$69k/yr OnsiteFull Time
4+ YOEAssociate degree or equivalent and 4+ years related experience; experience with client documentation, implementation, and servicing; strong accuracy, communication, and relationship management skills.
1mo
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IT Client System Analyst
Dayton, Ohio, United States
HybridFull Time
University of Dayton: Catholic research university providing undergraduate and graduate higher education.
5+ YOEAssociate's degree or 5 years IT customer support experience, Active Directory administration, client management tools, workstation imaging for Windows and OSX, hardware diagnostics, enterprise print support, valid driver\u0002s license, strong communication and time-management.
Active Directory, Windows, OSX, client management tools, ITSM
2mo
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Client Services Representative (IN- PERSON)
Cincinnati, Ohio, United States
$18-$20/hr HybridFull Time
1+ YOEAssociate's degree or 1–3 years client services/administrative experience; proficiency in Microsoft Office (Excel, Word, Outlook); strong communication, reasoning, and customer service skills.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook