1,402 Results for

Client Service Associate Jobs in Ohio

Jobs

Columbus, OH

$125,000–$150,000 / year

Audit Defense & Reverse Audits: Lead and oversee comprehensive Sales and Use tax recovery projects and manage complex audit defense engagements to mitigate exposure and maximize cash flow for clients. 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.

4 days ago

Groveport, OH

$18–$19 / hour

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. We are a fast-growing technology and operations company specializing in data center hardware lifecycle management, IT asset disposition (ITAD), and reverse logistics.

4 days ago

Groveport, OH

$19–$20 / hour

4 days ago

Columbus, Ohio

$17–$19.98 / hour
Full time

Actual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law. An employee may be eligible for additional pay, premiums, or bonus potential.

Preferred Qualifications: .

30+ days ago

Cleveland, OH

$40,000–$50,000

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We are recruiting for a Customer Service Sales SupportRepresentative to join a professional services organization with a national client base.

This role is a strong fit for someone who enjoys helping customers, solving problems, supporting sales activity, and keeping client information organized.

3 days ago

Canfield, Ohio

What You'll Be Doing:

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

29 days ago

Cleveland, Ohio

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Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

25 days ago

Cincinnati, OH

Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

30+ days ago

Cleveland, OH

p>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

28 days ago

$120,000–$198,000 / year

For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.

30 days ago

Green, Ohio

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients.

8 days ago

Columbus, OH

Provide exemplary service to Gryphon Financial Partners clients. • Professional and exemplifies all brand attributes of Gryphon Financial Partners.

30+ days ago

Columbus, OH

Provide exemplary service to Gryphon Financial Partners clients. Professional and exemplifies all brand attributes of Gryphon Financial Partners.

30+ days ago

Cleveland, OH

p>Executing daily/weekly/monthly billing cycle activities including invoice processing, utilization reports, revisions, quality assurance checks to ensure compliance with clients contracted agreement.

The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices.

30+ days ago

Upper Arlington, Ohio

Click Hereto review our U.S. Eligibility Requirements.

22 days ago

Toledo, Ohio

li>Provide general administrative and document management support to client service teams such as preparation, printing, binding, and distribution of client presentations and other deliverables; run and distribute of reports; and physical and electronic client documentation management. And since the founding of our family-owned business over 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own.

11 days ago

Avon Lake, OH

$39,200–$52,100 / year

p>The Client Services Associate (CSA) is responsible for processing customer order requests, taking customer calls, maintaining company databases and is responsible for interacting with various internal departments and operations to facilitate services.

Reworld partners with businesses by offering cutting-edge engineering and innovative solutions, to help customers reduce, reuse, recycle and recover value from waste streams and meet or exceed their sustainability goals.

30+ days ago

Columbus, OH

$25–$38.46 / hour

Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills. Build and maintain effective working relationships with other team members, Wealth Services, and centralized support areas to ensure high quality and timely administration of assigned fiduciary accounts and a seamless delivery of the client experience.

29 days ago

$25–$38.46 / hour

The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full completion of client transactions in Investment Management & Trust ("IM&T") accounts, assisting with identification and coordination and product delivery. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.

20 days ago

Hamilton, Ohio

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*All interviews will be conducted via Zoom video conferencing

(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities?

4 days ago

$25–$38.46 / hour

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Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion.

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting, pushing, pulling of backpacks, computer bags up to 10 lbs.

17 days ago

Cincinnati, OH

$70,000–$90,000 / year

These demands are as follows but not limited to the ability to sit, stand and walk often throughout the day, constantly be able to operate with their hands and arms, occasionally ascend/descend flights of stairs, position themselves frequently throughout the day, communicate with other employees, able to examine their work and regularly lift and/or move up to 10 pounds while occasionally lift and/or move up to 25 pounds. A Senior Client Service Associate plays a critical role in supporting financial advisors by delivering exceptional client service, managing complex administrative tasks, and ensuring operational excellence across the team.

30+ days ago

Cleveland, OH

Executing daily/weekly/monthly billing cycle activities including invoice processing, utilization reports, revisions, quality assurance checks to ensure compliance with client’s contracted agreement. The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices.

30+ days ago

Hilliard, Ohio

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*All interviews will be conducted via Zoom video conferencing.

(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take the first step towards a rewarding journey of making a difference in the lives of families and children through financial services.

Don’t miss out on this opportunity to join a team that’s committed to making a meaningful impact.

30+ days ago

p>Job Responsibilities:

• Partner with business groups to define needs, manage projects, and carry out important initiatives to achieve both immediate and long-term goals • Analyze data, processes, and team structures to identify risks, gaps, and opportunities for improvement • Coordinate annual planning and ongoing financial management, including headcount and travel budgets, while resolving issues with internal partners • Communicate priorities, processes, and initiatives clearly; organize and participate in leadership meetings, manage follow-ups, and draft internal communications • Prepare and manage presentations, outlines, and content for internal and external meetings, including Quarterly Business Reviews and Town Halls • Proactively propose and implement process improvements, data-driven insights, and innovative solutions to enhance client service and operational efficiency.

Required Qualifications, Capabilities, and Skills:

3+ years' experience Strong interpersonal and communication skills (written and oral) with ability to deliver messages clearly and succinctly with all levels of management Strong organizational and project management skills with proven execution abilities Skilled in financial and quantitative analysis Expertise with Excel (e.g., managing large amounts of data, complex data manipulation using pivot tables, formulas, etc.) Expertise in PowerPoint: creating slides / charts and editing presentations for senior meetings Comfortable with ambiguity and a dynamic work environment, with strong initiative, energy and analytical ability to complete projects with limited supervision.

30+ days ago

Columbus, Ohio

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The Opportunity:

The Client Service Manager is responsible for supporting and collaborating with the sales and service team regarding client employee communication initiatives, client presentations and deliverables, carrier implementations, compliance and new client onboarding to promote further growth and retention in a manner that is consistent with the Hylant Core Values.

In This Role You Will Execute On:

Technically competent in Employee Benefits (Mid-Large Group Market).

30+ days ago

Columbus, OH

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.

30+ days ago

Cleveland, Ohio

li>Participate in ongoing relationship development with clients, carrier partners, resources and internal teams and stakeholders to strengthen relationships with the Hylant team and promote long term partnerships. This will include, with direction, pre-qualifying, reviewing, identifying, and procuring coverages along with focus on gathering business intelligence and managing or assisting with risk assessment.

21 days ago

Columbus, Ohio

The Associate Client Service Manager is responsible for external support to clients for an assigned book of business, ensuring service levels produce a positive experience for clients resulting in client retention while building long term relationships with our clients.

Support business growth through account rounding efforts; assess business and human capital to identify risks or gaps in coverage; identify, design, communicate and implement cost effective Property and Casualty solutions to cover risk appropriately.

30+ days ago

Cincinnati, OH

$55,000–$65,000 / year

These demands are as follows but not limited to the ability to sit, stand and walk often throughout the day, constantly be able to operate with their hands and arms, occasionally ascend/descend flights of stairs, position themselves frequently throughout the day, communicate with other employees, able to examine their work and regularly lift and/or move up to 10 pounds while occasionally lift and/or move up to 25 pounds. CSA's also support financial advisors and team by preparing reports, scheduling client meetings, opening and processing new accounts, handling client service requests, fielding client phone calls and questions, and completing other projects and duties as assigned.

30+ days ago

Wintersville, OH

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. 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.

30+ days ago

Piqua, OH

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.

12 days ago

Alliance, OH

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.

30+ days ago

Chardon, OH

li>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.

30+ days ago

Westerville, OH

Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades.

30+ days ago

Columbus, OH

Remote

$72,800–$130,000 / year

The fraudulent LinkedIn messages and emails, which do not originate from any Executives LinkedIn account or of UnitedHealth Group's email domains, or those of any of its operating divisions, supposedly conducts an interview via a Zoom meeting, offers a work from home job at Optum, emails an application, sends a fake check by next day delivery through USPS and asks recipients to pay a vendor a large dollar amount. Primary Responsibilities: Analyze risk pool and/or provider group performance to determine areas of focus or improvement opportunities, to include performing analysis of financial statements and other metric-related report to determine areas of focus or improvement opportunities.

30+ days ago

Cincinnati, OH

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

30+ days ago

Westerville, OH

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.

30+ days ago

DUBLIN, OH

$23.08–$33.17 / hour

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.

30+ days ago

Columbus, OH

p>Services client needs as it relates to loan and deposit account issues and electronic banking. Duties include business processing, customer service interactions, and bank operations tasks.

16 days ago

$105,375–$215,375 / year

p>At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

15 days ago

Westlake, OH

$25–$38.46 / hour

Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.

16 days ago

Columbus, OH

As a Senior Product Associate - Engage and Deepen in Business Banking in the SMB Client & Frontline Experiences (SMB CFX) organization, you will play a pivotal role in shaping and delivering solutions for our clients and frontline employees. Working knowledge of AI/LLM tools (e.g., ChatGPT and similar platforms) and experience applying them regularly to improve productivity and quality in product work (e.g., drafting requirements/user stories, summarizing feedback, and accelerating research and documentation).

13 days ago

Moraine, OH

Full time

About Navia Benefit Solutions: We’re a people first benefit administrator that relies on a fast-growing team of creative thinkers, problem-solvers, and go-getters to bring our participant and client experience to the next level. Understands other Navia internal departments’ functions and processes at a high level and works with those departments to resolve client questions/issues as needed.

4 days ago

Columbus, OH

p>As a Senior Product Associate within the Branch Network Client Central team, you''ll 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. This individual will be responsible for coordinating delivery dates for initiatives, level-setting expectations of the cross-functional teams, developing strategies with stakeholders, and prioritizing several initiatives with competing priorities that will have profound impacts to the 40,000+ branch employees and ultimately our customer base.

30+ days ago

Columbus, OH

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.

30+ days ago

Canfield, OH

We are currently seeking motivated candidates with at least 2-3 years of administrative sales and accounting experience in an office setting to join a reputable wealth management company in Canfield, Ohio. In this role, you will support account management, client requests, and administrative functions, helping ensure smooth daily operations and exceptional customer service.

30+ days ago

Dayton, Ohio

LexisNexis Legal & Professional® provides legal, regulatory, and business information and analytics that help customers increase their productivity, improve decision-making, achieve better outcomes, and advance the rule of law around the world. LexisNexis Legal & Professional, which serves customers in more than 150 countries with 11,300 employees worldwide, is part of RELX, a global provider of information-based analytics and decision tools for professional and business customers.

9 days ago

Upper Arlington, Ohio

7 days ago

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Client Service Associate Jobs in Ohio

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Client Service Associate - Commercial Insurance Hylant Group

Client Services Associate Reworld Holding Corp

Key Private Bank Client Service Associate KeyCorp

KPB Client Service Associate (IM&T) KeyCorp

Work From Home - Client Services Associate Global Elite Empire Consultants

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Senior Client Service Associate Nicolet National Bank

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Work From Home - Client Services Associate AO Garcia Agency

Asset Management, Americas Client Service Management - Associate JPMorgan Chase & Co

Associate Client Service Manager - Employee Benefits Hylant

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

Associate Client Service Manager - Employee Benefits Hylant Group

Associate Client Service Manager - Commercial Insurance Hylant Group

Client Service Associate Nicolet National Bank

J.P. Morgan Wealth Management - Private Client Investment Associate-Wheeling WV JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Investment Associate - Piqua, OH JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Investment Associate - JPMorgan Chase & Co

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J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH JPMorgan Chase & Co

Senior Account Manager, Client Services UnitedHealth Group Inc

Registered Private Wealth Client Associate Bank of America Corp

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

Client Associate Wells Fargo & Co

Private Client Associate - Private Banking COL WesBanco Inc

Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu Ltd

Key Private Bank Client Relationship Associate KeyCorp

Senior Product Associate - Client and Frontline Experience JPMorgan Chase & Co

Client Services Manager Navia Benefit Solutions

Client Central - Product, Senior Associate JPMorgan Chase & Co

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

Wealth Management Client Services Specialist Employ-Temps

Associate Client Manager LexisNexis

Client Service Manager - Commercial Lines Gallagher

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