Top 40 client services associate Jobs in columbus

Client Service Excellence Representative - RS
Vanguard —Columbus, OH
- $52,000 - $67,500 a year
- Mid-level
- 3 years
- High school diploma or GED
Client Service Excellence Representative (FINRA Licensed)
Vanguard —Columbus, OH
- $70,500 - $81,500 a year
- Mid-level
- 3 years
- Associate's degree
Client Retention Specialist (Remote)
Beyond Finance —Columbus, OH
- $19 - $20 an hour
- Call employer
- Remote
- High school diploma or GED
- Associate's degree
- Communication skills
- Paid parental leave
- Paid holidays
Quick Apply
Client Resource Coordinator 2
Johnson Controls —Dublin, OH
- $26.06 - $35.79 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Team management
- Paid holidays
- Health insurance
Senior Account Manager, Client Services
Optum —Columbus, OH
- $72,800 - $130,000 a year
- Full-time
- Remote
- Microsoft Excel
- Marketing
- Pass drug screening
- AD&D insurance
- Employee stock purchase plan
12d
Private Wealth Client Associate
Bank of America —Columbus, OH
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
7d
Client Solution Specialist Sr
PNC Financial Services Group —Columbus, OH
- $41,250 - $68,750 a year
- Full-time
- Office
- In-person
- Senior level
- Wellness program
- Health savings account
14d
Client Service Representative
The Joseph Group Capital Management —Columbus, OH
- Up to $59,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
11h
Part Time Seasonal Client Associate - Easton OH
Travis Mathew —Columbus, OH
- Part-time
- Cash register
- Communication skills
- Entry level
Key Private Bank Client Service Associate
KeyBank National Association —Columbus, OH
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
7d
Client Success Associate
Arrive Logistics —Columbus, OH
- Full-time
- Mid-level
- Bachelor's degree
- Data entry
Quick Apply
Client Coordinator
Nichols & Company, CPAs —Westerville, OH
- $22 an hour
- Weekends as needed
- Microsoft Outlook
- Inventory management
- Computer literacy
Quick Apply
13d
Client Service Representative
VCA Animal Hospitals —Columbus, OH
- Weekends as needed
- High school diploma or GED
- 1 year
- Communication skills
- Health insurance
- Dental insurance
Client Success Specialist
Safelite Group —Columbus, OH
- Full-time
- Microsoft Excel
- Research
- Mid-level
Client Relationship Representative (Universal Banker)
First Merchants Bank —Columbus, OH
- Call employer
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Associate Client Executive (ACE)
Hylant —Columbus, OH
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Analysis skills
Client Development Representative, Healthcare (Toledo, OH)
Inmar —Columbus, OH
- $56,588.63 - $94,314.38 a year
- Full-time
- Clean driving record
- Mid-level
- Ability to lift 50 pounds
- Health savings account
- Paid holidays
Associate Client Service Manager - Employee Benefits
Hylant —Columbus, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
Senior Client Service Specialist
ClearCourse Wealth Advisors —Columbus, OH
- $80,000 - $110,000 a year
- Full-time
- Background check
- Microsoft Excel
- Customer service
- Paid holidays
- Health insurance
Quick Apply
2d
Client Experience Ambassador
Hamilton Capital —Columbus, OH
- Full-time
- Mid-level
- Office
- Mentoring
- Paid parental leave
- Paid time off
Quick Apply

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Client Service Excellence Representative - RS

Vanguard -
Columbus, OH

Apply Now

Job Details

$52,000 - $67,500 a year

Qualifications

Series 7
Securities Industry Essentials
Series 63

Full Job Description

Are you ready to help us redefine what exceptional client service looks like? Join our team of “crew” as a Client Service Excellence Center associate!

About this Job:

At Vanguard, we have a client-first mentality that we realize every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” Our Client Service Excellence Center associates fulfill our mission by helping our clients through life's biggest moments – from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs.

If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Service Excellence Center associate!

At Vanguard, we believe in supporting our “crew” personally through all life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. Total potential compensation range for your first full year in this role is $60,500 - 67,500 ($52,000 -$58,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) plus up to a $15,000 bonus upon obtaining the required licensing. We also believe in recognizing your commitment to excellence. To celebrate your dedication, we offer milestone rewards in this role:

$10,000 at your 3-year anniversary
$20,000 at your 5-year anniversary
$20,000 every 5 years thereafter

Work Model: This role will be fully remote. Although this position is designated as fully remote, it is a condition of the role that you perform all of your work duties from within the state of Ohio.

Licensing Requirement: The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date. Vanguard will provide training resources and a voucher to cover the exam cost.

Responsibilities:

We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Service Excellence Representative, you will:

Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues.
Lead with empathy and an owner’s mindset to solve problems, help uncover client needs, and provide timely and accurate solutions to clients.
Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience.

What it takes:

You don't have to be a financial expert to be an advocate for our clients! This role at its core has one main goal: to create and maintain exceptional client experiences. We welcome, and encourage, individuals from all backgrounds — the most important things you need are a passion for helping others, strong client service experience, and a desire to continuously grow your expertise. We have seen most success from individuals with:

3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills.
A strong sense of ownership for client outcomes—taking initiative and accountability, anticipating needs, and ensuring every interaction instills trust.
A learner's attitude and an appetite to continuously build your knowledge.
High school, associate degree, or bachelor's degree.
This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
A desire for stability and takes pride in building a long-term career in client service.

Special Factors:

Please note new hires may need to be full jurisdiction registered in all US states and territories.

Vanguard is not offering visa sponsorship for this position.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Apply Now

Refine Your Search

client services associate jobs in columbus

Client Service Excellence Representative - RS

Client Service Excellence Representative (FINRA Licensed)

Client Retention Specialist (Remote)

Client Resource Coordinator 2

Senior Account Manager, Client Services

Private Wealth Client Associate

Client Solution Specialist Sr

Client Service Representative

Part Time Seasonal Client Associate - Easton OH

Key Private Bank Client Service Associate

Client Success Associate

Client Coordinator

Client Service Representative

Client Success Specialist

Client Relationship Representative (Universal Banker)

Associate Client Executive (ACE)

Client Development Representative, Healthcare (Toledo, OH)

Associate Client Service Manager - Employee Benefits

Senior Client Service Specialist

Client Experience Ambassador

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