Client Services Associate Salaries in Ohio

Support client-facing tasks with growth into answering basic financial planning requests. Bachelor’s degree in business, finance, or a related field.

From $44,000 a year

Answer incoming calls and emails from current and prospective clients; provide professional, helpful responses in keeping with the Independent Tree brand.

Effectively use firm-approved software platforms and digital tools (e.g., CRM, custodial platforms, document management systems, reporting tools, collaboration…

Responsible for Reception support: answering phones during regular business hours, greeting clients-prospects. Associate (2-year) degree or equivalent.

$47,500 - $65,300 a year

1 day ago

We ask that you participate in phone and virtual interviews without using AI to develop your responses. 2-3 years of experience facilitating and developing…

Accurately setup/sequence garnishment orders to ensure compliance with federal and state garnishment laws. Processes special pay requests and data entry changes…