197 Results for

Client Associate Jobs in Dublin, OH

Jobs

New!

Columbus, OH2 days ago

$130,000–$170,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Excellent academic credentials; Exceptional legal writing and communication skills; Strong interpersonal skills; Strong work ethic and a sense of ownership over work; Ability to manage and prioritize multiple projects.

Columbus, OH12 days ago

$215,000–$270,000 Per Year

A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.

Columbus, OH7 days ago

The Operations Associate (Personal Loans) supports the end-to-end processing of personal loan applications, ensuring accuracy, compliance, and timely resolution of customer requests. This role collaborates with underwriting, customer service, risk, and technology teams to deliver a seamless lending experience.

New!

New Albany, OH6 days ago

$38–$38 Per Hour

Lead training activity as part of advancement for other team and group members under Transmission University (TU) initiative and training center progression training. Minimum Requirements: Bachelors degree from an accredited university in Electrical Engineering or Computer Science or related field with zero years of experience.

Columbus, OH8 days ago

$35–$40 Per Hour
Temporary
Contractor
Full-time

The Technical Trainer is primarily responsible for high-volume delivery of technical instruction to adults, spending 75% or more of your time delivering instruction per week following a pre-determined training program. You will work closely with other trainers, managers, stakeholders, and clients to assess training needs and ensure the successful deployment of next-generation infrastructure technologies.

Westerville, OH30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

Columbus, OH30+ days ago

Full-time

Accurately record new account attributes (Financial advisor details, strategy selection, client customization, tax budget for a tax transition) in internal systems in a timely manner to ensure accounts are invested in accordance to established SLAs and to facilitate downstream processes including performance calculation and fee billing. As a Client Account Specialist supporting our Customized Managed Account Solutions business, you will be responsible for facilitating new account set up processes for our Tax Smart Separately Managed Accounts (SMAs).

Columbus, OH30+ days ago

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Columbus, OH30+ days ago

Full-time

Columbus, OH30+ days ago

Full-time

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Supports point of Escalation for Client Administration Call Center for the Following Activities (coordinated with outsourced services):Respond to client requests for changes.

Columbus, OH30+ days ago

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Your role will be crucial in delivering a differentiated set of tools and insights that enable the advisors to help their clients build stronger retirement plans that lead to better outcomes for participants.

Columbus, OH30+ days ago

Full-time

This position fosters relationships and regularly interacts with senior management, sales teams, business leaders, and legal and compliance personnel across multiple investment lines ( US Funds, Institutional, Global Liquidity, Separately Managed Account businesses) . Morgan's diverse investment products, where your expertise drives business growth, strengthens key partnerships, and puts you at the center of high-impact collaboration with senior leaders and industry experts.

Columbus, OH29 days ago

Full-time

You will be part of a team that provides comprehensive recordkeeping and retirement plan services to private sector defined contribution retirement plans for small to mid-sized plans, while also identifying investment placement opportunities for existing retirement advisor sold plans. It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate, and hedge funds.

Columbus, OH29 days ago

Full-time

Our wide array of financial strategies-equity, fixed income, cash management, currency, asset allocation, and alternative asset classes-allows investors to find strategies to help navigate dynamic markets. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Hilliard, OH22 days ago

$15–$22 Per Hour

We are seeking a highly motivated Client Experience/Intake Specialist, who thrives in a fast paced environment and understands that first impressions matter. The role is responsible for answering inbound calls, gathering case information, processing mail and faxes, and other administrative duties as directed.

Columbus, OH30+ days ago

Remote

You'll discover how our employees love their jobs, driven by the meaningful connections they make and the positive impact they have on our clients' businesses. At INFUSE, we're seeking a passionate Client Success Specialist to join our team, where your efforts directly contribute to our clients' satisfaction and our company's success.

Columbus, OH30+ days ago

The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Brokerage Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. Education and/or Experience College degree preferred 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes Knowledge/Skills.

Columbus, OH30+ days ago

You will exhibit strong client focus, intellectual curiosity, creative problem-solving skills, strong communications acumen, and ability to prioritize and structure the work effectively to achieve a desired outcome within a specified time frame. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

Columbus, OH30+ days ago

Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Columbus, OH30+ days ago

Full-time

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management, our organization is dedicated to delivering exceptional, end-to-end experiences for our clients across both managed and self-directed investment channels.

Columbus, OH30+ days ago

Review and trade portfolios, manage orders and execute trades across managed account business including the following: New account initial investing and phase inTimely implementation of strategic and tactical shifts when announced by Portfolio Construction. + Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts.

Columbus, OH30+ days ago

The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Brokerage Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. • 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes.

Columbus, OH30+ days ago

Remote

You will be responsible for building and leveraging relationships across multiple verticals — including enterprise, manufacturing, k-12, higher education, healthcare, and local government — to sell a wide range of technology solutions. Today, Xerox is continuing its legacy of innovation to deliver client-centric and digitally-driven technology solutions and meet the needs of today’s global, distributed workforce.

Columbus, OH30+ days ago

Client seeks qualified candidates to join the Expense Team, reviewing and approving Travel & Entertainment expense reports for our field partners. The Expense Associate will work closely with our field partners to ensure T&E expense activity has been appropriately reviewed and approved to policy.

Columbus, OH30+ days ago

Full-time

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Dublin, Ohio14 days ago

This role is designed for a senior water/wastewater business development and delivery leader who wants more than traditional project execution – someone ready to shape strategy, deepen client partnerships, and lead municipal projects from pursuit through delivery. This strategic position will anchor our business development and delivery efforts in Columbus, driving growth, managing key client relationships, and delivering complex water and wastewater infrastructure projects across the region.

Columbus, OH30+ days ago

Full-time

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.

Columbus, Ohio15 days ago

$19–$20 Per Hour

Provides coaching to Caregivers to ensure high quality client care and escalates ongoing concerns with Caregiver performance to the Caregiver management team. This includes, but is not limited to, in person meetings, maintaining accurate records, completing required training within specified timeframes, and adhering to state-specific guidelines to support individuals effectively and responsibly.

Columbus, Ohio8 days ago

Utilize Allied Universal’s AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability. Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction.

Pickerington, OH30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Delaware, OH30+ days ago

Full-time

Grove City, OH30+ days ago

Full-time

Dublin, OH29 days ago

Full-time

New Albany, OH30+ days ago

Canal Winchester, OH30+ days ago

Grove City, OH30+ days ago

Delaware, OH30+ days ago

Columbus, OH30+ days ago

Hilliard, OH30+ days ago

Columbus, OH30+ days ago

$10.02–$14.98 Per Hour

About The ODP Corporation: The ODP Corporation is a leading provider of products and services through an integrated business-to-business (B2B) distribution platform and omnichannel presence, which includes world-class supply chain and distribution operations, dedicated sales professionals, online presence, and a network of Office Depot and OfficeMax retail stores. Works to continually develop personal selling skills and product knowledge through sales and service tools provided which includes successful completion and comprehension of an advanced level of Print and Technology training, as well as any other applicable training.

Dublin, OH30+ days ago

Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

Columbus, OH30+ days ago

As a Credit Risk Measurement and Analytics (CRMA) Associate within the CRMA team, you will leverage your expertise in global financial markets, market and credit risk management frameworks, risk analytics, and Wealth Management's lending solutions and derivatives businesses. + Support investment and lending decision-makers, cover regions and product desks, construct lending values, partner with Quantitative Research (QR) for Lending Value Changes, and communicate with Chief Risk Officers and business leaders.

Westerville, OH30+ days ago

$90,000–$110,000
Full-time

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will be responsible for handling a wide range of legal matters, including Commercial Litigation, Construction, Real Estate, Business Law, and Estate Planning.

Columbus, OH30+ days ago

The PIAA works closely with internal teams and external partners (including fund administrators, accountants, legal counsel, and tax specialists) to ensure accurate accounting, timely distributions, regulatory compliance, and comprehensive investor reporting. This role serves as the primary internal coordinator for all private investment administrative activities, supporting the Investment Management team, Compliance, Finance, Advisors, and Client Relations in executing Hamilton Capital's opportunistic alternative investment.

New!

Hilliard, OH6 days ago

$18–$18 Per Hour

Position SummaryCMI-HR Facility Solutions is currently hiring a General Warehouse Associate for a warehouse position in Hilliard, OH.The selected candidate will support daily warehouse operations by picking orders, using a scanner, assisting other departments as needed, and helping maintain a clean and organized work environment. About CMI-HR Facility SolutionsCMI-HR Facility Solutions, a division of Capitalmax Investments LLC, provides facility services and workforce solutions designed to help organizations operate efficiently, safely, and professionally.

Columbus, OH26 days ago

Full-time

The Global Private Bank is part of the Asset & Wealth Management (AWM) line of business, along with Asset Management, a leading investment manager of choice for institutions, financial intermediaries and individual investors worldwide. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Columbus, OH29 days ago

$11–$14 Per Hour

About The ODP Corporation: The ODP Corporation is a leading provider of products and services through an integrated business-to-business (B2B) distribution platform and omnichannel presence, which includes world-class supply chain and distribution operations, dedicated sales professionals, online presence, and a network of Office Depot and OfficeMax retail stores. Print and Tech Expertise: Works to continually develop personal selling skills and product knowledge through sales and service tools provided which includes successful completion, at minimum, of Tech, Print, and other applicable training.

Columbus, OH30+ days ago

As a Senior Product Associate in the Operations Fulfillment and Archive Services, you will contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. + Support the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers.

Columbus, OH30+ days ago

$17–$21 Per Hour

Airtron Heating & Air Conditioning of Columbus is currently hiring for a full-time HVAC Customer Service Associate to be the first line of communication for our customers and provide high-quality customer service in the Columbus, OH area. To help all our teams work effectively together, you document accurate project details/customer concerns, monitor voicemails, respond to emails, and send appointment confirmations.

Columbus, OH30+ days ago

Full-time

At least seven years of experience administering environmental investigations, risk management and loss prevention programs with an environmental consultant, lender or property management firm protecting that organization's or clients' commercial real estate activities and assets. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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Client Associate Jobs in Dublin, OH

Jobs

Directors and Officers Liability AssociateJobot

Tax Managing Director, Private Client Servicesbdo consulting

Operations Associate (Personal Loans)Atrium

SCADA Analyst AssociateIndotronix International Corporation

Associate Technical Trainer (telecom/data center) #26-10464US Tech Solutions, Inc.

J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OHJPMorgan Chase Bank, N.A.

Asset Management - Customized Managed Account Solutions - Client Account Specialist (Associate)JPMorgan Chase Bank, N.A.

CIB Client Service AssociateJPMorgan Chase

Asset Management - Everyday 401k Internal Client Advisor - AssociateJPMorgan Chase Bank, N.A.

Commercial Lines Senior Associate Client Representative - Small BusinessWorld Insurance Associates, LLC.

Asset Management - Internal Client Advisor - AssociateJPMorgan Chase

Asset Management - Client Service Contract Team - Contract Specialist - AssociateJPMorgan Chase Bank, N.A.

Asset Management - Internal Client Advisor - Retirement Plan Specialist - AssociateJPMorgan Chase Bank, N.A.

Asset Management - Internal Client Advisor Independent Broker Dealer - AssociateJPMorgan Chase Bank, N.A.

Client Experience Associate/ Intake SpecialistWillis Spangler Starling LTD LPA

Client Success Associate (Entry level, Remote)INFUSE

Client Service Ass $22.38/hrVeterans Sourcing Group

J.P. Morgan Wealth Management - Senior Product AssociateJPMorgan Chase

Wealth Management Solutions, Investment Specialist - Portfolio Management Group (PMG) AssociateJPMorgan Chase

J.P. Morgan Wealth Management - Senior Associate - Strategic Insights & EnablementJPMorgan Chase Bank, N.A.

Wealth Management Solutions, Portfolio Manager, Associate/Vice PresidentJPMorgan Chase

Wealth Management AssociateVeterans Sourcing Group

Enterprise Client Executive - IT Solutions - SalesXerox

Finance Support / Client Service Travel & ExpenseVeterans Sourcing Group

Client Service Administrator - Small BusinessWorld Insurance Associates, LLC.

Senior Water/ Wastewater Project & Client ManagerKleinfelder Inc

Commercial Lines Senior Client Manager - Small BusinessWorld Insurance Associates, LLC.

Client Service SupervisorHelp at Home

Client ManagerAllied Universal

J.P. Morgan Wealth Management - Private Client Advisor - Pickerington / Canal Winchester - OhioJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Delaware, OhioJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Grove City, OhioJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Dublin, Marysville, Powell - OhioJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - New Albany, Johnstown - OhioJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Canal Winchester, Pickerington - OhioJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Grove City, OhioJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Delaware, Marion, Mt Gilead - OhioJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Community Center - Columbus, Ohio (Northern Lights)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Hilliard, Powell, Dublin - OhioJPMorgan Chase

Retail Part Time Sr. Store AssociateOffice Depot

Sales Support AssociateFosters

Risk Management - Credit Risk Measurement and Analytics - AssociateJPMorgan Chase

Associate AttorneyJobot

Private Investment Administration AssociateHamilton Capital

Full Time General Warehouse AssociateCMI-HR Facility Solutions

Global Private Bank P&A - Flows and Balance AssociateJPMorgan Chase Bank, N.A.

Retail Part Time Store AssociateOffice Depot

Product Delivery Associate - Fulfillment and Archive Services ProductJPMorgan Chase

HVAC Customer Service AssociateAirtron Heating & Air Conditioning - Columbus

Risk Management - Environmental Credit Risk Officer, Senior AssociateJPMorgan Chase Bank, N.A.

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