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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]

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 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 Support Specialist (Remote)

LjhorizonsCincinnati, Ohio, United States
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[job_card.full_time]
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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]

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]

Licensed Client Service Associate

H Cap Connect LLCCincinnati, OH, United States
[job_card.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...[internal_linking.show_more]

Client Specialist, Employee Benefits

HUB InternationalCincinnati, 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]

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 Solution Specialist Sr

PNCCincinnati, OH, USA
[job_card.full_time]

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
[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]

Premier Client Advisor

USI Insurance ServicesCincinnati, OH
[job_card.full_time]

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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[job_card.full_time]
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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
[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]

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]

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]

Regional Client Manager

Reliance MatrixCincinnati, OH
[job_card.full_time]

Job Responsibilities and Requirements.Assume overall responsibility for managing dedicated client accounts ranging from 100 to 499 lives.This role is the main contact for the client for ongoing ser...[internal_linking.show_more]

Client Specialist, Employee Benefits

5H2 Hub International Midwest LimitedCincinnati, OH
[job_card.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...[internal_linking.show_more]

Licensed Client Service Associate

Licensed Client Service Associate

H Cap Connect, LLCCincinnati, OH, USA
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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