Top 41 Client services associate Jobs in Cincinnati, Oh

Client Service Associate - Wealth Management
TalentLink Solutions —Cincinnati, OH
- $65,000 - $75,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
1d
Client Associate
Gallagher Benefit Services —Cincinnati, OH
- $39,500 - $77,000 a year
- Full-time
- Basic math
- Office
- High school diploma or GED
- Paid parental leave
- Health savings account
7d
Client Services Coordinator
People Working Cooperatively Inc —Cincinnati, OH
- Full-time
- Mid-level
- High school diploma or GED
- 4 years
Quick Apply
14d
Client Service Representative
VCA Animal Hospitals —Cincinnati, OH
- Part-time
- High school diploma or GED
- 1 year
- Communication skills
- Health insurance
- Dental insurance
Client Support Specialist
Orchestrate —Cincinnati, OH
- $22 an hour
- Part-time
- Office
- Windows
- Microsoft Office
Client Account Associate (Accountant)
Supporting Strategies —Cincinnati, OH
- $90,000 a year
- Remote
- 5 years
- Finance
- Bachelor's degree
- Work from home
6d
Part Time-Client Service Representative
VCA Animal Hospitals —Cincinnati, OH
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Personal Lines - Client Services Analyst
The Cincinnati Insurance Companies —Fairfield, OH
- $50,000 - $60,000 a year
- Mid-level
- SQL
- Organizational skills
Client Associate
MCF Advisors, LLC —Cincinnati, OH
- Full-time
- Inventory management
- Mid-level
- Office
Quick Apply
21h
Senior Registered Client Service Associate
Morgan Stanley —Cincinnati, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
12d
Client Services Coordinator
Johnson Controls —West Chester, OH
- $18.22 - $25.09 an hour
- Full-time
- Research
- Mid-level
- High school diploma or GED
- Paid training
- Wellness program
Client Support Assistant
Johnson Investment Counsel —Kenwood, OH
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Client Services Supervisor
Saddle Creek Logistics Services —Walton, KY
- Full-time
- Microsoft Excel
- Mid-level
- High school diploma or GED
- Health savings account
- Paid holidays
Client Executive
Team Wireless - Verizon Authorized Retailer —Cincinnati, OH
- Spanish
- English
- Research
Quick Apply
Client Experience & Marketing Coordinator
Keller Williams Realty —Cincinnati, OH
- $36,000 - $44,000 a year
- Full-time
- Background check
- Google Workspace
- Inventory management
- Health insurance
- Dental insurance
Quick Apply
2d
Associate Client Service Manager - Commercial Lines
Gallagher —Covington, KY
- $47,000 - $70,500 a year
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Paid parental leave
- Health savings account
Registered Private Wealth Client Associate
Bank of America —Cincinnati, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Senior Client Solution Specialist
PNC Financial Services Group —Cincinnati, OH
- $41,250 - $68,750 a year
- Full-time
- Mid-level
- Office
- Associate's degree
- Wellness program
- Health savings account
Assistant Manager Client Relationship Center Service
Western & Southern Financial Group —Cincinnati, OH
- Extended hours
- Word processing
- Mid-level
- Office
Assistant Manager Client Relationship Center Sales
Western & Southern Financial Group —Cincinnati, OH
- Extended hours
- Mid-level
- Analysis skills
- Bachelor's degree

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Client Service Associate - Wealth Management

TalentLink Solutions
Cincinnati, OH

Quick Apply

Job Details

Full-time
$65,000 - $75,000 a year
1 day ago

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
Work from home
Vision insurance

Qualifications

Organizing events
Opening bank accounts
Customer records maintenance
Financial planning software
Managing customer accounts
Investment advisory support
Email customer support
Account maintenance
Financial transaction processing
Phone communication
Investment management software
Greeting customers
Client file management
Executive administrative support
Research
Improving operational efficiency
Mortgage industry
Managing clients in a customer support role
Bachelor's degree
Managing clients in a finance role
Financial records management
Continuous improvement
Client services
Customer relationship management
Investment account customer support
Video communication
Managing executive calendars
Handling account queries
Account management
Communication skills

Full Job Description

At our firm, we believe meaningful financial planning begins with strong, lasting relationships. For more than 40 years, we’ve had the great pleasure of partnering with affluent individuals and multi generational families to support them in navigating important financial decisions through comprehensive wealth management, investment management, retirement planning, estate planning, and ongoing guidance. Our “Serve First” philosophy is at the heart of everything we do, and we are committed to providing thoughtful advice that always puts our clients’ best interests first. We are intentionally a small, close knit team built on collaboration, accountability, and trust. Our clients know us personally and rely on our team for proactive, highly personalized service.

As our Client Service Associate, you'll play a key role in delivering the exceptional service our clients have come to expect while helping keep our firm running smoothly. Working closely with our advisors and an experienced client service team member, you'll support every stage of the client experience, from preparing for meetings and opening accounts to processing paperwork, coordinating follow up, and ensuring every detail is handled accurately. This is a hands-on role where organization, communication, attention to detail, and follow through are essential. You'll become a trusted resource for both our clients and our team by anticipating needs, solving problems, and helping ensure nothing falls through the cracks. We're looking for someone who is proactive, detail oriented, and genuinely enjoys helping others. You take pride in doing things the right way, communicate confidently and professionally, and thrive in a collaborative environment where accountability, initiative, and continuous improvement are valued.

Key Responsibilities:

Be the first point of contact, greeting clients in-person, by phone, email, video call, etc., in a warm, friendly manner
Research and resolve client inquiries, service requests, and operational issues while providing timely updates and ensuring an outstanding client experience
Prepare and process new account paperwork, transfers, distributions, contributions, beneficiary updates, and other account maintenance requests
Monitor account transactions and requests from beginning to end, proactively following up to ensure every detail is completed accurately
Maintain accurate client records and documentation within our CRM (Redtail)
Communicate effectively with company staff, home office employees, sponsor companies, and other business partners to support client service and operational needs
Prepare advisors for client meetings by gathering reports, organizing materials, and completing meeting preparation tasks
Assist with post meeting follow up and ensure action items are completed in a timely manner
Assist with managing advisor calendars, scheduling meetings, coordinating travel, and providing administrative support as needed
Coordinate client appreciation events and other firm initiatives
Track and coordinate advisor continuing education (CE) requirements and reporting
Identify opportunities to improve processes and contribute ideas that enhance efficiency and the client experience
Work collaboratively with the team while managing your own priorities and responsibilities independently

What We're Looking For:

Bachelor’s degree highly preferred, or equivalent work experience
2+ years of progressive experience in wealth management highly preferred; candidates with experience in similar financial services environments, such as accounting, banking, investment operations, insurance, or mortgage industry roles with a focus on processing are also encouraged to apply
Knowledge of industry-specific software preferred; familiarity with Redtail, eMoney, Wealthscape, Albridge, Envestnet is a plus
Exceptional interpersonal, written, and verbal communication skills with a client-first mindset and the ability to navigate sensitive situations professionally
Strong organizational, time management, and prioritization skills with the ability to manage multiple responsibilities and deadlines in a fast-paced environment
Outstanding attention to detail with the ability to follow established processes while maintaining accuracy and consistency
A proactive, self-directed approach with exceptional follow through and a commitment to seeing tasks through to completion
Adaptable and resourceful with the ability to adjust priorities as client needs and business demands evolve
A collaborative team player who enjoys learning, welcomes feedback, and thrives in a mentoring environment
Positive attitude, professionalism, and a strong work ethic with a desire to continuously learn and grow
Ability to maintain confidentiality and adhere to regulatory, compliance, and client privacy requirements

Compensation & Benefits:

Competitive base compensation of $65K-$75K, depending on experience
Bonus potential based on individual and firm performance
Hybrid work schedule after training period (Monday/Wednesday/Friday in the office; Tuesday/Thursday remote) + home office equipment allowance
Great work/life balance + generous PTO policy + paid holidays
Medical, dental, and vision insurance stipend provided

Pay: $65,000.00 - $75,000.00 per year

Benefits:

Work from home

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in cincinnati, oh

Client Service Associate - Wealth Management

Client Associate

Client Services Coordinator

Client Service Representative

Client Support Specialist

Client Account Associate (Accountant)

Part Time-Client Service Representative

Personal Lines - Client Services Analyst

Client Associate

Senior Registered Client Service Associate

Client Services Coordinator

Client Support Assistant

Client Services Supervisor

Client Executive

Client Experience & Marketing Coordinator

Associate Client Service Manager - Commercial Lines

Registered Private Wealth Client Associate

Senior Client Solution Specialist

Assistant Manager Client Relationship Center Service

Assistant Manager Client Relationship Center Sales

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