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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
[job_card.full_time]

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]

PBS Sr. Client Associate

Fifth Third BankCincinnati, OH
[job_card.full_time]

Make banking a Fifth Third better®.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION: Supports th...[internal_linking.show_more]

Client Relationship Representative

Alphabe InsightCincinnati, OH, United States
[job_card.full_time]

Client Relationship Representative.At Elevare Branding, we believe in creating experiences that inspire, connect, and elevate brands to new heights.Headquartered in Cincinnati, OH, we specialize in...[internal_linking.show_more]

Client Specialist, Employee Benefits

SquaremouthCincinnati, OH, United States
[job_card.full_time]

Are you a creative and detail-oriented individual who strives for excellence? Will you thrive in a dynamic environment that requires organization, strong communication skills and the ability to man...[internal_linking.show_more]

Client Manager

GallagherCincinnati, Ohio
[job_card.full_time]

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 Manager Regional Accounts

The StandardCincinnati, OH
[job_card.full_time]

The next part of your journey is right around the corner — with The Standard.A genuine desire to make a difference in the lives of others is the foundation for everything we do.With a customer-firs...[internal_linking.show_more]

Client Service Associate

Edelman Financial EnginesCincinnati, OH, United States
[job_card.full_time]

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]

Client Service Coordinator

Banfield Pet HospitalWest Cincinnati OH
[job_card.full_time] +1

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.This posting will remain open...[internal_linking.show_more]

Client Success & Project Manager

KillerSpots AgencyCincinnati, OH, US
[job_card.full_time]
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Killerspots is a fast-growing, full-service digital marketing, media, and production agency based in Cincinnati, Ohio.Since 1999, we’ve been helping brands across the country stand out and win with...[internal_linking.show_more]

Associate Client Service Manager

HylantCincinnati, OH, United States
[job_card.full_time]

Associate Client Service Manager.The Opportunity: The Associate Client Service Manager is responsible for external support to clients for an assigned book of business, ensuring service levels produ...[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
[job_card.full_time]

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 Consultant

Alpine Legacy GroupCovington, KY, US
[job_card.full_time]

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]

Treasury Client Maintenance Coordinator

U.S. BankCincinnati, OH, United States
[job_card.full_time]

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]

Client Service Associate

Edelman Financial EnginesCincinnati, Ohio
[job_card.full_time]

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]

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]

Client Development Specialist

TERRACONCincinnati, OH, United States
[job_card.full_time]

Terracon is a 100 percent employee-owned multidiscipline consulting firm comprised of more than 8,000 curious minds focused on solving engineering and technical challenges from more than 200 locati...[internal_linking.show_more]

Virtual Sales Client Representative

Everstead FinancialCincinnati, OH, US
[job_card.full_time]
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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]

Treasury Client Maintenance Coordinator

U.S. BancorpCincinnati, OH, United States
[job_card.full_time]

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]

Licensed Client Service Associate

Licensed Client Service Associate

H Cap Connect, LLCCincinnati, OH, USA
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]
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