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 3 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Columbus, OH vacancy
  •  ...Job Description Job Description 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 to multi-task Strong verbal... 
    Suggested
    Work at office

    GRYPHON FINANCIAL PARTNERS LLC

    Columbus, OH
    1 day ago
  • Corient Private Wealth LLC. is seeking a Client Service Specialist I in Columbus, OH, to support advisory teams by managing client data and executing fund transfers. The candidate will maintain CRM systems and interact with various departments to ensure seamless operations... 
    Suggested
    Full time

    Corient Private Wealth LLC.

    Columbus, OH
    1 day ago
  •  ...someone who thrives in a welcoming, customer service-oriented environment with excellent...  ...enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who... 
    Suggested
    Hourly pay
    Flexible hours

    Jackson Hewitt - 1766

    Columbus, OH
    1 day ago
  • TwinThread is seeking a Management Associate to support the Head of Client Service Asset Management. You will collaborate with senior leaders to execute strategic projects while solving business challenges. Your key responsibilities include defining project needs, analyzing... 
    Suggested

    Aumni

    Columbus, OH
    2 days ago
  •  ...projects and partner with senior leaders to solve critical business challenges in Asset Management. As a Management Associate supporting the Head of Client Service Asset Management - Americas, you will work with senior leaders and internal business managers to execute key... 
    Suggested
    Immediate start

    Aumni

    Columbus, OH
    2 days ago
  • $24.95 - $39.87 per hour

     ...Self-review of tasks performed, including client deliverables Manage and prioritize...  ...related to client information Client Services Administration Serve as a liaison between...  ...workload with other client service associates Review agreements and be familiar with... 
    Flexible hours

    Plante Moran

    Columbus, OH
    22 hours 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... 

    JPMorganChase

    Westerville, OH
    2 days ago
  •  ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’...  ...Gallagher. Overview At Gallagher, we’re looking for a Client Service Associate to join our Commercial team. In this role, you’ll help clients... 
    Full time
    Work experience placement
    Live out
    Work at office
    Local area
    Flexible hours
    Shift work

    Arthur J. Gallagher & Co.

    Upper Arlington, OH
    4 days ago
  •  ...Internal Client Advisor Associate JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial...  ...the JPMorgan value proposition Provide superior client service by being responsive, thoughtful and making the clients'... 

    Chase

    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... 
    Hourly pay
    Permanent employment
    Part time
    Work at office
    Immediate start
    Flexible hours

    Stratos Wealth Partners

    Worthington, OH
    6 days ago
  •  ...Job Description The J.P. Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts... 
    Monday to Friday
    Shift work

    JPMorgan Chase & Co.

    Westerville, OH
    2 days ago
  •  ...Private Client Associate The Private Client Associate provides support services for Private Banking. Duties include business processing, customer service interactions, and bank operations tasks. Customer Service Skills Must have strong interpersonal and communication... 
    Work experience placement
    Work at office

    WesBanco Bank, Inc.

    Columbus, OH
    1 day ago
  •  ...with Chase Business Bankers. You will deliver a differentiated set of tools and insights that enable the individual to help their client's build stronger retirement plans that lead to better outcomes for participants. Job Responsibilities Drive 401(k) pipeline and... 

    JPMorgan Chase

    Columbus, OH
    11 hours ago
  • $45k - $65k

     ...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks...  ..., Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem... 
    Work experience placement
    Work at office

    Raymond James

    Dublin, OH
    more than 2 months 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
    29 days ago
  •  ...looking for a Financial Administrative Associate to support their growing team. You will...  ...assist in maintaining relationships with clients and handling various paperwork related to...  ...communication skills, experience in customer service, and the ability to manage multiple... 

    Keystone Financial Group - Ohio

    Columbus, OH
    3 days ago
  • $20 - $24 per hour

     ...modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. The Office Services Associate position will be a highly visible point of contact to our internal and external guests in the... 
    Hourly pay
    Work at office
    Local area

    Opensity Solutions

    Columbus, OH
    3 days ago
  •  ...analyzing metrics, and collaborating across one of the world's most innovative financial organizations. Senior Product Associate - Branch Network - Client Central You will contribute to the team by leveraging your expertise in product development and optimization to make... 

    JPMorganChase

    Columbus, OH
    2 days 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
    4 days 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

    Rival Inc

    Columbus, OH
    3 days ago
  •  ...Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours...  ...is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store... 
    Part time
    Seasonal work
    Weekend work
    Afternoon shift

    TravisMathew

    Columbus, OH
    3 days ago
  • $65k - $80k

    Ashton Thomas Private Wealth is seeking a Private Wealth Client Associate to join a successful and growing advisory team serving high-net-worth...  ...client assets and provides comprehensive wealth management services, including investment management, financial planning,... 
    Work at office
    Local area

    Ashton Thomas Private Wealth

    Columbus, OH
    2 days ago
  • Ashton Thomas Private Wealth is seeking a Private Wealth Client Associate in Columbus, Ohio. This role is vital in delivering high-touch client experiences and supporting Financial Advisors. The ideal candidate has a background in wealth management, strong attention to... 

    Ashton Thomas Private Wealth

    Columbus, OH
    2 days 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
    1 day 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
    22 hours ago
  • $15 per hour

     ...Center & Ohio Village, Columbus, OH Position Summary Visitor Services Associates support the visitor service experience at the Ohio History...  ...benefits, communicating this clearly to visitors and event rental clients. Support retail operations, including daily management of... 
    Permanent employment
    Part time
    Work experience placement
    Work at office
    Immediate start

    Ohio Historical Society

    Columbus, OH
    3 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
    2 days ago
  • $16.59 - $24.89 per hour

     ...Ohio State University Physicians, Inc is seeking Patient Support Associates (PSAs) to join our dynamic team in Columbus, Ohio. PSAs will...  ...role requires a high school diploma and one year of customer service experience. A competitive pay range of $16.59 to $24.89 per hour... 
    Hourly pay

    The Ohio State University Physicians, Inc

    Columbus, OH
    2 days ago
  • $16.59 - $24.89 per hour

     ...Ohio State University Physicians, Inc. is looking for a Patient Support Associate to join their team in Columbus, Ohio. The role involves coordinating patient support services, including answering calls, scheduling appointments, and managing patient records in a dynamic... 
    Hourly pay

    Ohio State University Physicians, Inc.

    Columbus, OH
    3 days ago
  •  ...Job Purpose:The Assistant Service Manager is responsible for overseeing and assisting in the managing of the service department to ensure efficient and effective service delivery to clients. This role involves coordinating service activities, managing a team of service... 

    Valley Truck Centers Inc

    Columbus, OH
    3 days ago

Do you want to receive more vacancies?

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