Client Services Associate Salaries in Ohio

Responsibilities include assembling and scanning tax information, answering phones, greeting clients, data input and general administrative activities.

Grow and develop knowledge in insurance as well as Hylant’s servicing tools and processes to obtain Life & Health Insurance License.

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

Assist in the reception of client guests, and answer office phones as needed. Manage incoming and outgoing client communications, including preparing…

7 days ago

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

Customer service experience within a design firm, high-end furniture showroom, or luxury retail setting preferred.

$28 - $32 an hour