Top 1982 Associate client Jobs in Columbus, Oh

Registered Client Associate/Exec. Admin Assistant (FINRA Licensing Requirements)
Ascend Advisory Group —Dublin, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Disability insurance
Quick Apply
2nd Shift On-Site Manager, Bilingual $500 Sign-On Bonus
Snider-Blake Personnel —New Albany, OH
- $20 - $22 an hour
- Full-time
- Spanish
- Microsoft Outlook
- English
- Health insurance
- Dental insurance
Quick Apply
4d
Sales Professional
Service Corporation International —Galloway, OH
- $54,000 - $150,000 a year
- Weekends as needed
- Clean driving record
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Care Coordinator
UMCF —Columbus, OH
- From $43,000 a year
- Full-time
- Background check
- Computer literacy
- Mid-level
- Paid training
- Disability insurance
Quick Apply
Sales Associate
Service Corporation International —Columbus, OH
- $68,000 - $125,000 a year
- Weekends as needed
- Background check
- Clean driving record
- Sales
- Health insurance
- Dental insurance
Quick Apply
Research Library Assistant
EDISON WELDING INSTITUTE INC —Columbus, OH
- $20 - $23 an hour
- Part-time
- Organizational skills
- Ability to lift 25 pounds
- Entry level
Quick Apply
11d
Client Account Associate - Immediate Openings
MCS Management —Hilliard, OH
- $52,147.87 - $62,801.74 a year
- Urgently hiring
- Background check
- In-person
- Leadership
- Employee discount
- Professional development assistance
Quick Apply
4d
Administrative Associate
RR Donnelley —Columbus, OH
- $17.74 - $24.47 an hour
- Overtime
- Hybrid work
- Microsoft Excel
- Writing skills
- Pass drug screening
- Disability insurance
- Health insurance
Quick Apply
4h
Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
- $60,000 - $70,000 a year
- 8 hour shift
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Sleep Professional
Mattress Warehouse —Columbus, OH
- $45,589 - $85,998 a year
- Full-time
- Ability to lift 75 pounds
- Communication skills
- Entry level
- Paid training
- Health savings account
Sr. Administrative Associate (Mon-Fri, 8a-5p)
RR Donnelley —Columbus, OH
- $18.99 - $26.59 an hour
- Full-time
- Hybrid work
- Writing skills
- Pass drug screening
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
4d
Sr. Administrative Associate (Mon-Fri, 3p-12a)
RR Donnelley —Columbus, OH
- $18.99 - $26.59 an hour
- Full-time
- Hybrid work
- Writing skills
- Pass drug screening
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
4d
Sr. Administrative Associate (Mon-Fri, 10am-7p)
RR Donnelley —Columbus, OH
- $18.99 - $26.59 an hour
- Full-time
- Hybrid work
- Writing skills
- Pass drug screening
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
4d
Seasonal Staff – Baseball Season Cleaning Staff
Clean All Services —Columbus, OH
- From $16 an hour
- Temporary
- Background check
- Mid-level
- Cleaning
- 401(k)
- Flexible schedule
Quick Apply
4d
Sales Support Associate III
Coach —Columbus, OH
- $15.00 - $19.50 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Organizational skills
- Commuter assistance
- Paid parental leave
Senior Document Production Associate
RR Donnelley —Columbus, OH
- $17.74 - $24.47 an hour
- Full-time
- Pass drug screening
- Mid-level
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
5d
Sales Associate II
Coach —Columbus, OH
- $15.00 - $19.50 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Retail Scan Associate (Columbus, OH 43235)
ScanScape —Columbus, OH
- $16 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Driver's License
- Travel reimbursement
- 401(k) matching
Quick Apply
11d
Administrative Assistant
Crawford & Associates Services, LLC —Columbus, OH
- $30 - $33 an hour
- Full-time
- Background check
- Research
- Office
- Disability insurance
- Health insurance
Quick Apply
Sales Associate III
Coach —Columbus, OH
- $15.00 - $19.50 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave

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Registered Client Associate/Exec. Admin Assistant (FINRA Licensing Requirements)

Ascend Advisory Group
Dublin, OH

Quick Apply

Job Details

Full-time

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Retirement plan

Qualifications

Employee relationship building
Series 7
Attention to detail
FINRA License
Phone etiquette
Practicing in the securities industry
Time management
Interpersonal communication

Full Job Description

Ascend Advisory Group is a premier independent investment advisory and wealth management firm located in Dublin, OH. As we continue to experience strong growth, we are seeking long‑term team members who share our service‑driven mindset and our commitment to humility and honesty. Our firm is built on a foundation of loyalty, integrity, and an unwavering dedication to doing what is best for our clients. We take pride in fostering a culture where service comes first and where every team member contributes to the exceptional client experience we deliver.

We offer a warm, friendly work environment that includes a central kitchen space designed to bring the team together for collaborative lunches and conversation. Our culture emphasizes teamwork, open communication, and a healthy work‑life balance. At Ascend, we take pride in maintaining a tight‑knit, supportive team and fostering an open‑door atmosphere that encourages collaboration across the entire organization.

We are currently seeking an experienced Registered Client Associate. This full-time position provides client service support to an established Financial Advisor team.

As a Registered Client Associate, your principal responsibilities will include, but not be limited to the following:

Implement new client onboarding processes, coordinate forms and paperwork between client and custodian.
Process and follow up on client documentation for proper maintenance of accounts.
Interact daily on the phone and in person with prospective and existing clients including handling basic inquiries.
Perform administrative duties that support the Financial Advisors in daily business practices, including but not limited to, processing annuities, life insurance policies, updating licensing, and calendar maintenance.
Assist Financial Advisors with order entry and trading.
Process money movements such as retirement plan rollovers, account additions, account distributions, automatic bank transfers, wire transfers, etc.
Work with clients to update their account information i.e., address changes, beneficiary changes, bank account changes, etc.
Responsible for miscellaneous questions and administrative items that may arise including the ability to discuss the markets.
Day-to-day office operational functions (answering phones, filing, etc.) and general office support.
Assist Financial Advisors in meeting preparation i.e., performance reports, position pages, prospect materials, etc.
Develop and maintain strong support resources for complex problem solving.
Collaborate with Advisors, Client Associate team, and receptionists to enhance the client experience.
File and retrieve electronic and hard copies of client/corporate documents.
Perform other duties and responsibilities as assigned.

Executive Assistant Responsibilities – in addition to standard Client Associate duties, you will serve in a dual capacity as an Executive Assistant. This includes providing support with personal and organizational tasks such as:

Coordinate and manage rental property logistics.
Organize and book domestic and international travel.
Assist with event preparation, including procuring items and onsite support.
Handle ad hoc personal requests and miscellaneous errands as needed.

Key Traits of a Successful Client Service Associate

Exceptional attention to detail and strong organizational discipline
A proactive self‑starter who consistently looks for ways to enhance processes, strengthen team operations, and improve the client experience
Clear, confident, and empathetic communication with clients, advisors, and internal staff
Strong time‑management skills with the ability to prioritize effectively in a fast‑paced environment
A polished, professional, and friendly phone presence
Ability to manage multiple tasks simultaneously while maintaining accuracy and composure
Commitment to adhering to all rules, regulations, and compliance requirements set by the advisor and broker‑dealer
A positive, growth‑oriented mindset with a genuine desire to learn, develop, and contribute long‑term

Experience & Industry Designations

Licensed Candidates (Series 7 required; Series 66 or 65 & 63 preferred):

Minimum of 2–3 years of experience excelling in client service support within the financial services industry.

Unlicensed Candidates:

7+ years of experience in the financial services industry with a proven track record of exceptional client service support.

Key Competencies for Success

Microsoft Office Suite (Excel, OneNote, Outlook, Word, PowerPoint)
Excellent communication skills—both phone and in‑person—with the ability to discuss the markets.
Strong relationship‑building skills and the ability to collaborate effectively with teammates
Confident, thoughtful decision‑making
Exceptional organizational, planning, and time‑management abilities

Salary and Benefits:

Compensation will be commensurate with skills and experience.
Paid vacation.
Paid holidays.
Retirement plan with 3% company match.
Health insurance benefits – 50% of employee premiums paid by company.
Dental Insurance – 50% of employee premium paid by company.

Work location:

Office

Schedule:

Monday to Friday from 8:30 am to 5:00 pm

Job Type:

· Full-time

License/Certification:

· Series 7 required; Series 66 or 65 & 63 preferred

· Life & disability insurance experience preferred

Ability to Commute:

Dublin, OH 43017 (required)

Ability to Relocate:

Dublin, OH 43017: Relocate before starting work (required)

Work Location:

· In person

Benefits:

Dental insurance
Health insurance
Paid time off
Retirement plan

Experience:

Client Associate: 2 years (Required)

License/Certification:

FINRA License (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

associate client jobs in columbus, oh

Registered Client Associate/Exec. Admin Assistant (FINRA Licensing Requirements)

2nd Shift On-Site Manager, Bilingual $500 Sign-On Bonus

Sales Professional

Care Coordinator

Sales Associate

Research Library Assistant

Client Account Associate - Immediate Openings

Administrative Associate

Client Service Advocate (CSA)

Sleep Professional

Sr. Administrative Associate (Mon-Fri, 8a-5p)

Sr. Administrative Associate (Mon-Fri, 3p-12a)

Sr. Administrative Associate (Mon-Fri, 10am-7p)

Seasonal Staff – Baseball Season Cleaning Staff

Sales Support Associate III

Senior Document Production Associate

Sales Associate II

Retail Scan Associate (Columbus, OH 43235)

Administrative Assistant

Sales Associate III

I want to receive the latest job alert for associate client in columbus, oh

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