Top 14 client services associate Jobs in canfield, oh

Client Services Associate (CSA)
B Renner, LLC —Canfield, OH
- $40,000 - $50,000 a year
- Full-time
- Background check
- Office
- Fingerprint clearance
- Paid training
- Paid holidays
Quick Apply
5d
Client Specialist
Talbots —Boardman, OH
- $11.00 - $13.75 an hour
- Part-time
- Computer literacy
- Organizational skills
- Computer skills
- Store discount
- Referral program
Quick Apply
10d
Client Service Associate - NR
Stifel —Canfield, OH
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Senior Client Accountant (CAAS)
Schroedel, Scullin & Bestic —Canfield, OH
- Full-time
- Mid-level
- 3 years
- QuickBooks
- Opportunities for advancement
Lab Client Service Representative – Laboratory Outreach – St. Elizabeth Youngstown Hospital
Mercy Health —Youngstown, OH
- Hospital
- Administrative experience
- High school diploma or GED
- Health savings account
- Disability insurance
Private Client Associate - New Castle, PA
Janney Montgomery Scott LLC —New Castle, PA
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Paid time off
Quick Apply
J.P. Morgan Wealth Management - Private Client Investment Associate - Alliance, OH
JPMorganChase —Alliance, OH
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Support Associate, Client Services
Knipper HEALTH —United States
- $20 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health insurance

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Client Services Associate (CSA)

B Renner, LLC
Canfield, OH

Quick Apply

Job Details

Full-time
$40,000 - $50,000 a year
5 days ago

Benefits

Paid training
Paid holidays
Health insurance
Dental insurance
Paid time off
401(k) 4% Match
Vision insurance
401(k) matching
Employee discount
Professional development assistance

Qualifications

Confidential information handling
Interpersonal skills
Managing clients in a customer support role
Attention to detail
Client services
Financial services
Time management

Full Job Description

Client Support Associate (CSA)
Location: Canfield, OH | In-Person | Full-Time
Compensation: $40,000–$50,000 annually + Benefits
Hours: Monday–Friday, 8:00 AM – 4:30 PM

Pointer Creek Wealth Management is a private wealth management firm dedicated to personalized service and long-term relationships. We are seeking a detail-oriented, proactive Client Support Associate (CSA) to join our growing team. This individual will play a key role in daily operations, supporting clients and internal staff, and contributing to the overall efficiency and culture of our office.

Key Responsibilities

Serve as the first point of contact for client requests across multiple platforms (phone, email, in-person).
Assist with client account onboarding, account maintenance, and trading-related requests.
Prepare for client meetings and calls; occasionally participate in meetings with or without a financial planner.
Accurately document client and vendor communication in our CRM system.
Organize and maintain electronic filing systems.
Support the development and refinement of internal operating procedures (e.g., onboarding, training).
Assist with marketing efforts, including client events, mailings, and email campaigns.
Coordinate cross-functional tasks and special projects as needed.
Help maintain a welcoming, organized, and professional office environment.
Ensure strict adherence to compliance standards, including SEC, broker-dealer, insurance, and internal policies.
Participate in professional development opportunities to remain current on industry best practices.

Qualifications & Requirements

Minimum of 1 year experience in a customer/client service role.
Strong verbal and written communication skills.
Exceptional attention to detail and ability to follow complex workflows.
High level of discretion and professionalism in handling sensitive information.
Positive, client-focused attitude and professional demeanor.
Strong organizational and time management skills; able to adapt to shifting priorities.
Comfortable working both independently and as part of a team.
Demonstrated punctuality and reliable attendance.
Willingness to commit to a long-term role; this position is not suitable for short-term job seekers.
Must pass background check, fingerprinting, and credit check.
Ability to commute reliably to our Canfield, OH office or relocate prior to start date.

Preferred (but not required):

Experience in financial services or working with CRMs.
Insurance or securities licenses.

Benefits

Competitive salary ($40,000–$50,000)
Bonus opportunities
Health, dental, and vision insurance
401(k) with 4% employer match (Traditional and Roth), fully vested immediately
Paid time off and holidays
Professional development opportunities
Employee discounts

To Apply:
Please submit your resume along with a cover letter detailing your interest in the role and what you hope to bring to Pointer Creek Wealth Management.

Pay: $40,000.00 - $50,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Paid time off
Paid training
Professional development assistance
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in canfield, oh

Client Services Associate (CSA)

Client Specialist

Client Service Associate - NR

Senior Client Accountant (CAAS)

Lab Client Service Representative – Laboratory Outreach – St. Elizabeth Youngstown Hospital

Private Client Associate - New Castle, PA

J.P. Morgan Wealth Management - Private Client Investment Associate - Alliance, OH

Support Associate, Client Services

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