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188 client services associate jobs at 89 companies in Ohio

1mo
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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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1d
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PWM Client Services Team Associate
Cincinnati, Ohio, United States
$26-$34/hr HybridFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
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
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2mo
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Client Services Representative (IN- PERSON)
Cincinnati, Ohio, United States
$18-$20/hr HybridFull Time
United Direct Solutions
United Direct Solutions: Provides data-driven direct mail and digital marketing services.
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
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1w
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Work From Home - Client Services Associate
Columbus, Ohio, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, ability to work independently and in a team, integrity, and a desire to help families through financial services.
Zoom
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3w
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Client Services Coordinator
Cincinnati, Ohio, United States
$22/hr OnsiteFull Time
People Working Cooperatively
People Working Cooperatively: Provides home repairs for low-income and disabled residents.
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.
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1mo
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Director, Client Services (Wealth Management)
Cincinnati, Ohio, United States
HybridFull Time
Bartlett Wealth Management
Bartlett Wealth Management: Provides comprehensive wealth management and investment advisory services.
7+ YOE5+ MgmtAssociates or Bachelor’s in business/finance/economics/accounting; 7+ years client service experience in wealth management/financial services; 5+ years people leadership; project management experience; CRM and portfolio platform knowledge.
Salesforce, Practifi, Addepar, Schwab, Fidelity, Pershing, Microsoft Word, Microsoft Excel, Microsoft Outlook, EOS
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2w
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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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4w
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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
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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2w
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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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2w
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Client Services Training Specialist
Boston Heights, Ohio, United States
OnsiteFull Time
Arhaus
ArhausNasdaq: ARHS: Retails premium artisan-crafted home furniture and decor.
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)
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1w
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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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2w
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Wealth Management Client Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
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1mo
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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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1mo
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Client Associate, Registered
Sylvania, Ohio, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOESeries 7 and 66 licenses (for registered CSAs), ideally 2-4 years client service experience in finance, bachelor's degree preferred (finance), strong communication, attention to detail, and proficiency with Microsoft Office.
Microsoft Office
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2w
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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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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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2w
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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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1w
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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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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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