86 client associate jobs at 51 companies in Williamstown, KY
1w
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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
2w
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Client Associate
Cincinnati, Ohio, United States
$40k-$77k/yr HybridFull Time
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
2w
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Client Service Associate
Cincinnati, Ohio, United States
$60k-$77k/yr OnsiteFull Time
1+ YOE1–3 years client service experience preferred; Series 7 and Series 66 licenses or commitment to obtain; strong communication, attention to detail, Microsoft Office proficiency, and client-facing skills.
Microsoft Office
2w
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Client Service Associate
Lexington, Kentucky, United States
OnsiteFull Time
1+ YOEHigh school diploma, client service experience preferred (1+ year in securities), CRM and Excel proficiency, strong communication and organizational skills.
Client Relationship Management (CRM), Microsoft Excel
2d
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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
2mo
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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.
2d
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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
2mo
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Wealth Management Client Associate
Lexington, Kentucky, United States
HybridFull Time
Provide client service support to Financial Advisors; identify needs; maintain client materials; adapt to bank policies; strong client focus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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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
1w
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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
3w
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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
3w
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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
2d
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PWM Client Services Team Associate
Cincinnati, Ohio, United States
$26-$34/hr HybridFull Time
5+ YOEBachelor's degree or equivalent experience OR 5+ years relevant experience; strong customer service, communication, and problem-resolution skills; proficient with Microsoft Office.
Microsoft Office
2mo
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Work From Home - Client Services Associate
Georgetown, Kentucky, United States
RemoteAll Commitments Available
Remote financial services role requiring strong communication, independence and integrity.
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.
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
1mo
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Personal Lines Client Advisor
Crestview Hills, Kentucky, United States
OnsiteFull Time
3+ YOE3+ years of related insurance experience (personal lines preferred). Must hold or obtain a state insurance license within 90 days. Experience with policy servicing, renewals, carrier relations, and supervising 1-2 associates.
1mo
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Client Support Specialist
Cincinnati, Ohio, United States
OnsiteFull Time
1+ YOEAssociates or bachelor's degree preferred, 1-2 years office experience, strong oral/verbal/organizational skills; perform data entry, process funding/authorizations, manage records and support front desk.
OBHIS
3w
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Client Services Coordinator
Cincinnati, Ohio, United States
$22/hr OnsiteFull Time
4+ YOE2+ MgmtHS diploma required; Associates/Bachelor's preferred. 4 years customer service experience required; 2 years supervisory experience preferred. Duties include intake processing, eligibility determination, outreach, recordkeeping, and metrics tracking.
4d
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Client Service Representative-Life/DI
Lincoln or Cincinnati
HybridFull Time
0+ YOEAssociate's degree or equivalent, 0-2 years related experience, life/financial services experience preferred, ability to prioritize multiple tasks in a fast-paced environment.