Client associate h1.location_city

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Client associate • cincinnati oh

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Licensed Client Service Associate

H Cap Connect, LLCCincinnati, OH, USA

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Senior Client Service Specialist.Full-Time | Primarily In-Office (Hybrid option available after training: 1–2 days/week).A well-established financial services firm in Cincinnati is seeking an exper...[internal_linking.show_more]

Client Manager

GallagherCincinnati, Ohio

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As the Client Manager you will ensure delivery of exceptional service to Gallagher’s clients by actively managing client accounts.You will participate in branch initiatives and we will rely on your...[internal_linking.show_more]

Client Service Associate

Edelman Financial EnginesCincinnati, OH, United States

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At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...[internal_linking.show_more]

Licensed Client Service Associate

H Cap Connect LLCCincinnati, OH, United States

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Senior Client Service Specialist.Schedule: Full-Time | Primarily In-Office (Hybrid option available after training: 12 days/week).A well-established financial services firm in Cincinnati is seeking...[internal_linking.show_more]

Client Service Coordinator - 002344

Banfield Pet HospitalNewport KY

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If you are a current associate, you will need to apply through our internal career site.Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.Client Service Coordinator SU...[internal_linking.show_more]

Chief Client Director

IpsosCincinnati, OH, United States

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Ipsos is one of the world’s largest research companies and currently the only one primarily managed by researchers, ranking as a #1 full-service research organization for four consecutive years.Wit...[internal_linking.show_more]

Sales Analyst- Client Management

WorldpayCincinnati, OH, United States

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Sales Analyst- Client Management | Cincinnati.Make your mark at one of the biggest names in payments.With proven technology, we process the largest volume of payments in the world, driving the glob...[internal_linking.show_more]

Associate Client Service Manager

HylantCincinnati, OH, United States

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Associate Client Service Manager.The Associate Client Service Manager is responsible for external support to clients for an assigned book of business, ensuring service levels produce a positive exp...[internal_linking.show_more]

Warehouse Associate

Capstone Logistics, LLCCincinnati, OH, US

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Shift: 4:30am until finished or 4:00pm until finished 5 day work week-weekends required Compensation: $20.People want to work at Capstone because of our high-performance culture.We build strong rel...[internal_linking.show_more]

Client Manager

Arthur J Gallagher & CoCincinnati, OH, United States

[job_card.full_time]

At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions.We help clients build better workplaces, where people feel supporte...[internal_linking.show_more]

Commercial Lines Client Advisor

Houchens Insurance Group / Curneal Hignite InsuranceFt Mitchell, KY, United States

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Job Opportunity At Houchens Insurance Group.Are you a motivated individual who is driven by a rewarding career? Join our team in a role that will let your dedication propel you toward both personal...[internal_linking.show_more]

Client Solution Specialist Sr

PNCCincinnati, OH, USA

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At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.As a(n) [position title] w...[internal_linking.show_more]

Client Consultant

Alpine Legacy GroupCovington, KY, US

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At Alpine Legacy Group, we believe in people — their stories, their goals, and their potential.We help protect families, nurture leaders, and build meaningful careers grounded in integrity, growth,...[internal_linking.show_more]

Premier Client Advisor

USI Insurance ServicesCincinnati, OH

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Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients.Activities include, but not limited to renewal marketing, handling client questions and r...[internal_linking.show_more]

Remote Client Strategy Advisor

AILCincinnati, OH, US

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Globe Life AO is hiring professionals who are ready for stronger career growth, leadership opportunities, and the flexibility of working from home.In this role, you’ll connect with individuals who ...[internal_linking.show_more]

Treasury Client Maintenance Coordinator

U.S. BankCincinnati, OH, United States

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Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...[internal_linking.show_more]

Registered Private Wealth Client Associate

Bank of AmericaCincinnati, OH, United States

[job_card.full_time]

Job Opportunity At Merrill Wealth Management.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...[internal_linking.show_more]

Director, Client Delivery

Ensemble Health PartnersCincinnati, OH

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[job_card.full_time]

By embodying our core purpose of customer obsession, new ideas, and driving innovation, and delivering excellence, you will help ensure that every touchpoint is meaningful and contributes to our mi...[internal_linking.show_more]

Virtual Sales Client Representative

Everstead FinancialCincinnati, OH, US

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Imagine a role where your workday fits your life, not the other way around.This remote opportunity is built for individuals who want flexibility, purpose, and the chance to directly influence their...[internal_linking.show_more]

Licensed Client Service Associate

H Cap Connect, LLCCincinnati, OH, USA

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[job_card.full_time]

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Senior Client Service Specialist
Location: Cincinnati, OH
Schedule: Full-Time | Primarily In-Office (Hybrid option available after training: 1–2 days/week)
FLSA Status: Non-Exempt

Position Overview
A well-established financial services firm in Cincinnati is seeking an experienced Senior Client Service Specialist to support Financial Advisors and deliver high-touch client experience. This role is integral to day-to-day client operations, combining administrative precision, regulatory awareness, and strong interpersonal skills.

The Senior Client Service Specialist serves as a key point of contact for clients, manages account-related processes from start to finish, and partners closely with advisors to ensure timely, accurate service. This position requires appropriate FINRA and state registrations, including a Series 7 and Series 66 (or other acceptable combination).

Key Responsibilities

Prepare and process documentation for new accounts, asset transfers, distributions, and account maintenance
Meet with clients to review paperwork and obtain required signatures
Place trades (buy/sell) and ensure accurate completion of required documentation
Establish and manage client online access to account platforms and financial tools
Monitor accounts for withdrawals, insufficient funds, required minimum distributions (RMDs), and outgoing transfers
Review CRM dashboards daily to identify and resolve outstanding items
Handle client requests including ACH instructions, deposits, withdrawals, cost basis inquiries, and tax-related questions
Communicate proactively with Financial Advisors regarding account activity, changes, and trades
Document all client interactions and account actions in the CRM system
Utilize proprietary and industry financial planning software and tools
Build and maintain strong, ongoing client relationships through regular communication
Collaborate with support staff on document preparation, client reception, scanning, and phone coverage
Ensure compliance with industry regulations and remain current on regulatory changes
Assist with planning and attending periodic client events
Perform other duties as assigned

Qualifications

Self-directed, proactive, and highly detail-oriented
Able to manage multiple priorities in a fast-paced environment
Strong commitment to delivering an exceptional client experience
Professional, mature demeanor with excellent judgment

Education & Experience

Bachelor’s degree in business or a related field preferred
Minimum of 5+ years of administrative experience in a professional office environment
4+ years of experience in financial services or banking strongly preferred

Licenses & Registrations

Series 7 required
Series 66 required (or other acceptable registration combination, such as Series 63 and Series 65)

Knowledge, Skills & Abilities

Proficiency in Microsoft Office and comfort working with databases and financial software
Prior experience using a CRM system, preferably RedTail
Strong written and verbal communication skills
Excellent organizational, time management, and problem-solving abilities
Ability to work collaboratively in a team-oriented environment
Strong interpersonal skills with the ability to interact professionally with clients, vendors, and colleagues
Solid understanding of the financial planning process and the broader financial services industry
Interest in continuous improvement and enhancing client service processes

Work Environment

Majority of time spent working on-site in a professional office setting
Hybrid schedule (1–2 remote days per week) available after successful completion of training and onboarding