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 Relationship Representative

Alphabe InsightCincinnati, OH, United States

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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 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 Support Specialist (Remote)

LjhorizonsCincinnati, Ohio, United States

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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...[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]

Wealth Management Client Associate (FP)

Bank of AmericaCincinnati

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This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).Key responsibilities include supporting enterprise strategic objectives, operational ex...[internal_linking.show_more]

Client Service Coordinator

Banfield Pet HospitalWest Cincinnati OH

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

Client Specialist, Employee Benefits

HUB InternationalCincinnati, OH, United States

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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]

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 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

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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]

Client Manager Regional Accounts

The StandardCincinnati, OH, United States

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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-first ...[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]

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]

Client Operations & Marketing Lead

KillerSpots AgencyCincinnati, OH, US

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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 &...[internal_linking.show_more]

Client Service Associate

Edelman Financial EnginesCincinnati, Ohio

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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]

Client Development Specialist

TERRACONCincinnati, OH, United States

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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]

Sr Director, Client Delivery

Ensemble Health PartnersCincinnati, OH

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Thank you for considering a career at Ensemble!.Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physic...[internal_linking.show_more]

Client Specialist, Employee Benefits

5H2 Hub International Midwest LimitedCincinnati, OH

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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...[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