Which cities near Cincinnati, OH have the most job openings?

The 10 cities near Cincinnati, OH that have the most job openings are: Dayton Fort Wayne Toledo Lexington Louisville Indianapolis Columbus Evansville Fishers Carmel

What are the most popular job searches in Cincinnati, OH?

The 10 most popular job searches in Cincinnati, OH are: amazon city work from home kroger government zoo warehouse nurse registered nurse rn

What are the highest-paying jobs in Cincinnati, OH?

The highest-paying jobs are: crna ( from $ 45,000 to $ 235,000 year ) owner operator ( from $ 83,650 to $ 233,500 year ) director software engineering ( from $ 185,000 to $ 233,000 year ) physician ( from $ 50,000 to $ 228,000 year ) associate dentist ( from $ 30,000 to $ 225,000 year ) dentist ( from $ 30,000 to $ 225,000 year ) psychiatric nurse practitioner ( from $ 130,000 to $ 223,000 year ) engineering director ( from $ 125,000 to $ 203,500 year ) chief engineer ( from $ 77,500 to $ 203,100 year ) vp engineering ( from $ 200,000 to $ 202,500 year )

Which cities in the United States of America offer the highest salaries for client associate jobs?

The top 10 cities are: Glendale, AZ ( from $ 36,920 to $ 131,905 year ) Glendale, CA ( from $ 36,920 to $ 131,905 year ) Gilbert, AZ ( from $ 45,038 to $ 107,250 year ) New York, NY ( from $ 54,005 to $ 102,845 year ) New Orleans, LA ( from $ 53,478 to $ 100,079 year ) Cape Coral, FL ( from $ 35,360 to $ 100,000 year ) Oklahoma City, OK ( from $ 47,914 to $ 100,000 year ) Tampa, FL ( from $ 57,165 to $ 100,000 year ) Salt Lake City, UT ( from $ 46,388 to $ 99,043 year ) Atlanta, GA ( from $ 50,000 to $ 98,125 year )

Client associate Jobs in Cincinnati, OH

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Client associate • cincinnati oh

Last updated: 8 hours ago

Licensed Client Service Associate

H Cap Connect, LLCCincinnati, OH, USA

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...Show more

Client Relationship Representative

Alphabe InsightCincinnati, OH, United States

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...Show more

Client Support Specialist (Remote)

LjhorizonsCincinnati, Ohio, United States

Remote

Full-time

Quick Apply

This position is well suited for individuals who are organized and detail-oriented.LJ Horizons is seeking a Client Support Specialist to support client interactions remotely.You will assist with co...Show more

Client Service Associate

Edelman Financial EnginesCincinnati, OH, United States

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...Show more

Licensed Client Service Associate

H Cap Connect LLCCincinnati, OH, United States

Full-time

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...Show more

Associate Client Service Manager

FidelityCovington, KY, United States

Full-time

Associate Client Service Manager.Note: Fidelity will not provide immigration sponsorship for this position.The Associate Client Service Manager (CSM) is part of the Client Service Management, DC Pl...Show more

Sales Analyst- Client Management

WorldpayCincinnati, OH, United States

Full-time

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...Show more

Client Service Associate

GallagherCincinnati, Ohio

Full-time

We are looking for a Personal Lines Client Service Associate to join our growing team.This role is perfect for someone who is detail-oriented, organized, and enjoys working in a collaborative envir...Show more

Associate Client Service Manager

Fidelity InvestmentsCovington, KY, United States

Full-time

Associate Client Service Manager

HylantCincinnati, OH, United States

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...Show more

Associate Client Service Manager - Commercial Lines

Arthur J Gallagher & CoCincinnati, OH, United States

Full-time

Associate Client Service Manager.At Gallagher, our Cincinnati, Ohio office is looking for an Associate Client Service Manager to join our Commercial team.In this role, you'll lead efforts to delive...Show more

Treasury Client Maintenance Coordinator

US BankCincinnati, OH, United States

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...Show more

Client Consultant

Alpine Legacy GroupCovington, KY, US

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,...Show more

Client Value Analyst

BakerHostetlerCincinnati, OH, United States

Full-time

Our Finance/Accounting department has an excellent remote opportunity for a Client Value Analyst.This is an exempt position that reports to the Manager of Client Value and Practice Economics.The Cl...Show more

Remote Client Strategy Advisor

AILCincinnati, OH, US

Remote

Full-time

Quick Apply

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 ...Show more

Client Operations & Marketing Lead

KillerSpots AgencyCincinnati, OH, US

Full-time

Quick Apply

Cincinnati, OH (In-Office Required) Employment Type: Full-Time Reports to: CEO Industry: Marketing / Advertising Agency Role Overview We are a growing marketing agency seeking a Client Operations &...Show more

Client Service Associate

Edelman Financial EnginesCincinnati, Ohio

Full-time

Registered Private Wealth Client Associate

Bank of AmericaCincinnati, OH, United States

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 ...Show more

Client Specialist, Employee Benefits

5H2 Hub International Midwest LimitedCincinnati, OH

Full-time

HUB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products an...Show more

Licensed Client Service Associate

H Cap Connect, LLCCincinnati, OH, USA

30+ days ago

Job type

Full-time

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