Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Services Associate

ApTask

Team Lead Recruitment | Rock Your LinkedIn Profile, Impromptu Speaking Pay Rate: $19-22/hr on w2 Top Skills Sought: Exceptional attention to detail Dependable and service-oriented mindset Self-motivated with the ability to work independently Proven ability to thrive in a fast-paced environment Qualifications: 1–2 years of experience in financial services and/or customer service Strong interest in long-term career growth and professional development Key Responsibilities: Engage internal clients through both inbound and outbound phone communications Serve as the primary point of contact, providing ongoing support throughout the account opening process and full account lifecycle Deliver consistent, world‑class service to internal stakeholders Build and maintain strong relationships while offering solutions aligned with internal policies and procedures Identify, address, and resolve issues in a timely and effective manner Demonstrate adaptability and maintain high performance in a fast‑paced, evolving environment Seniority level: Entry level Employment type: Contract Job function: Finance, Customer Service, and Accounting/Auditing Industries: Financial Services, Banking, and Investment Banking #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Columbus, OH vacancy
  •  ...Insight Global is looking for a Client Service Associate to be a key asset to a Wealth Management firm in Westerville, OH. This role will work closely with their Advisors + Internal Support Team to help service and support clients with a variety of needs. Responsibilities... 
    Suggested

    Insight Global

    Westerville, OH
    1 day ago
  •  ...Dental insurance Health insurance Paid time off Vision insurance Job Description: Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: • Organized, detail oriented and ability... 
    Suggested
    Work at office

    Gryphon Financial Partners

    Columbus, OH
    4 days ago
  • $20 - $25 per hour

     ...Part-Time Client Services Associate 25 hrs/week • Tuesday-Thursday/Flexible • 9:00 AM - 5:00 PM • In Office Who Are We? Harmony Wealth Advisors is a Worthington-based, independent investment and wealth management practice providing fiduciary, fee-based active... 
    Suggested
    Hourly pay
    Part time
    Work at office
    Immediate start
    Flexible hours

    Stratos Wealth Partners

    Worthington, OH
    4 days ago
  • JPMorganChase is seeking a Private Client Investment Associate in Westerville, Ohio. This role involves providing operational support and enhancing client relationships within our Consumer Banking division. You will collaborate with Advisors to manage client accounts, ensure... 
    Suggested

    JPMorganChase

    Westerville, OH
    3 days ago
  •  ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional... 
    Suggested
    Work from home
    Flexible hours

    Global Elite

    Grove City, OH
    4 days ago
  •  ...Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold...  ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness.... 
    Remote work
    Work from home

    AOGarcia

    Hilliard, OH
    2 days ago
  • $50k

     ...Job Description Job Description Client Service Manager/Administrative Assistant *Candidates without prior financial services or wealth management experience are unlikely to be a fit* Dublin, OH | Full-Time (In-Office) About Us At Ameriprise Financial, we... 
    Full time
    Work at office
    Home office

    Ameriprise Financial

    Dublin, OH
    20 days ago
  •  ...Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION As a Client Account Manager, you will act as a point of contact for daily servicing needs of our clients and develop an understanding of the unique requirements of clients across... 
    Flexible hours

    J.P. Morgan

    Columbus, OH
    6 days ago
  •  ...innovative financial organizations.  As a  Senior Product Associate  within the Branch Network - Client Central team, you'll contribute to the team by...  ...ABOUT US Chase is a leading financial services firm, helping nearly half of America's households and... 

    J.P. Morgan

    Columbus, OH
    10 days ago
  • $65k

     ...Asset Management - Internal Client Advisor - Associate Columbus, OH, United States Job Information Job Identification 210640823 Job Category Client Sales Business Unit Asset & Wealth Management Posting Date 07/01/2025, 07:50 PM Locations 1111 Polaris Pkwy, Columbus, OH... 
    Full time

    Aumni

    Columbus, OH
    4 days ago
  • $24 per hour

     ...support, and valuable insights, empowering our clients to excel in what they do best. The Hospitality Associate serves as a highly visible point of contact for...  ...experience by coordinating meetings, conference room services, catering, and workplace hospitality while... 
    Hourly pay
    Full time
    Work at office
    Local area
    Monday to Friday

    Opensity Solutions

    Columbus, OH
    1 day ago
  •  ...Private Wealth Client Associate Columbus, Ohio To proceed with your application, you must be at least 18 years of age. Acknowledge...  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Columbus, OH
    1 day ago
  • $25 - $44 per hour

     ...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. This role is responsible for providing client service support to multiple Financial Advisors (FAs) and serves as the most frequent... 
    Hourly pay
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    Columbus, OH
    8 hours ago
  •  ...basics of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of...  ...navigate issues that occur to provide best-in-class customer service Determine how to maximize profitability with the freight that... 
    Work experience placement
    Casual work
    Local area
    Relocation
    Relocation package
    Monday to Friday

    Arrive Logistics

    Columbus, OH
    3 hours ago
  • $21.75 - $44.5 per hour

     ...our 80-year history, delivering excellent service through innovation has been a core part...  ...of our industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal...  ...the applicable geographic differential associated with the location at which the position... 
    Hourly pay
    Contract work
    Work at office
    Local area
    Remote work
    Worldwide
    Shift work

    Crowe

    Columbus, OH
    1 day ago
  • $33.75k - $56.25k

     ...opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Branch Banking organization, Lockbourne...  ...outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Columbus, OH
    5 days ago
  •  ...collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION As a Service Design Senior Associate in Consumer Banking Deposits, you will play a pivotal role in shaping end-to-end customer experiences, by leveraging... 

    J.P. Morgan

    Columbus, OH
    4 days ago
  •  ...professionals for this role. JOB DESCRIPTION Join our dynamic team to redefine service design, fostering innovative and inclusive customer experiences. As a Service Design Senior Associate in Cash & Check Management (CACM), you will play a pivotal role in developing... 

    J.P. Morgan

    Columbus, OH
    13 days ago
  • $70.5k - $81.5k

     ...for this role. Have your FINRA Series 7 and 63 and a passion for serving others? 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 live and breathe every day through our... 
    Remote work

    Vanguard

    Columbus, OH
    21 days ago
  •  ...Germain Toyota of Columbus Service Advisor Columbus, OH At Germain, our mission is to attract, develop and retain exceptional people...  ...in the service lane and are the first point of contact for the client as it relates to their vehicle status, repairs and diagnostics.... 
    Local area
    Immediate start

    Germain Toyota of Columbus

    Columbus, OH
    8 hours ago
  •  ...Member Services Associate We improve life and we're here to serve. What you do is something special and contributes towards improving health within your community. Power Wellness serves hospitals, healthcare systems, universities and community colleges with varying... 
    Contract work
    Shift work

    POWER WELLNESS MANAGEMENT LLC

    Lewis Center, OH
    5 days ago
  • $16.59 - $24.89 per hour

     ...various benefits depending on your employment status. Responsibilities The PSAs will coordinate and provide patient support services such as answering phones, directing calls, greeting patients/visitors, maintaining patient medical records via EMR or paper charts... 
    Work at office
    Flexible hours

    Ohio State University Physicians, Inc.

    Columbus, OH
    4 days ago
  •  ...You will handle administrative tasks, process resident payments, and assist with daily operations while delivering strong customer service. A high school diploma and basic computer skills are preferred for this role. Benefits include pay-on-demand access, insurance coverage... 
    Part time

    Wallick Communities

    Columbus, OH
    2 days ago
  •  ...accordingly Co-Pays: Collects co-payments according to insurance plan information and type of service. Collates all copays and completes associated documentation Balances at end of work day to include reconciliation of monies taken matches EOD report... 
    Work at office

    Orthopedic One

    Columbus, OH
    1 day ago
  •  ...Job Description The Surety Client Advocate oversees all account management activities to reach strategic client service, retention and sales objectives. In this role you will work closely with the other members of the client service and broking teams to ensure the... 
    Temporary work
    For contractors
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    Willis Towers Watson

    Columbus, OH
    1 day ago
  • $20 per hour

     ...Office Services Associate The State Teachers Retirement System of Ohio (STRS Ohio) is seeking an associate to join the Office Services team. Established in 1920 and serving Ohio's educators, STRS Ohio is one of the nation's largest retirement systems, serving nearly... 
    Casual work
    Work at office
    Local area
    Monday to Friday

    STRS

    Columbus, OH
    2 days ago
  • $47k - $51k

     ...impactful experiences while maintaining the highest standards of service and efficiency. Job Description Park 6 Logistics is...  ...and customer-focused Service Account Coordinator to support client accounts and ensure seamless communication between customers and... 
    Full time

    Alphabe Insight Inc

    Columbus, OH
    4 days ago
  •  ...time off Vision insurance Wellness resources VETERINARY CUSTOMER SERVICE REPRESENTATIVE (CSR) We are looking for talented, outgoing, smart, and happy veterinary professionals to join our Client Service team as a part of the face of Cryan! Do you love working with... 
    Full time
    Part time
    Flexible hours

    Berlin Veterinary Hospital LLC

    Westerville, OH
    2 days ago
  •  ...Client Service Representative – CareVet of Columbus CareVet of Columbus is growing, and we're excited to welcome a compassionate, service-oriented Client Service Representative to our team. Under the new leadership of Dr. VanGundy, Medical Director, our hospital... 

    Carevet

    Columbus, OH
    8 hours ago
  •  ...Join a Collaborative and Respected Legal Team – Legal Services Assistant Opportunity in Columbus! Aspen Careers is partnering with a highly...  ...law firm with a strong reputation for professionalism and client service Support attorneys working on sophisticated commercial and... 
    Work at office
    1 day per week

    ASPEN CAREERS, LLC

    Columbus, OH
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!