Client Services Associate Salaries in Ravenna, OH

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

5 days ago

Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Processes a variety of customer interactions.

$33,750 - $56,250 a year

7 days ago

Perform various office support tasks as needed including, but not limited to, answering incoming calls and handling customer visits. High School Diploma or GED.

$60,000 - $70,000 a year

13 days ago

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

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…

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