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Client associate Jobs in Columbus, OH

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Client associate • columbus oh

Last updated: 2 days ago

Client Engagement Senior Associate, Tax Operations

CroweColumbus, OH, United States
Full-time

Your journey at Crowe starts here:.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...Show more

Asset Management - Everyday 401k Internal Client Advisor - Associate

JPMorgan Chase Bank, N.A.Columbus, OH, US
Full-time

Morgan Asset & Wealth Management, is a global leader in investment and wealth management.Its clients include institutions, high-net-worth individuals and retail investors in every major market thro...Show more

Client Service Associate

GRYPHON FINANCIAL PARTNERS LLCColumbus, OH, US
Full-time

Provide exemplary service to Gryphon Financial Partners clients.Manage day to day aspects of the client experience.Organized, detail oriented and ability to multi-task.Strong verbal and written com...Show more

Client Relationship Representative

Alphabe InsightColumbus, OH, United States
Full-time

Client Relationship Representative.At Bela Brand Bat, we are committed to excellence, precision, and innovation.As a dynamic and forward-thinking company, we pride ourselves on maintaining an envir...Show more

Client Tax Associate I

JPMorgan ChaseColumbus, OH, United States
Full-time

Join the team that is driving domestic and international sales tax and tax compliance reporting in a changing financial environment.As a Client Tax Associate I in the Merchant Services team, you wi...Show more

Senior Associate Client Representative - Small Business

World InsuranceColumbus, OH, United States
Full-time

Company Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to i...Show more

Client Solution Specialist

PNCColumbus, OH, United States
Full-time +1

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.We work together each day ...Show more

Client Service Associate

Edelman Financial EnginesColumbus, 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

Client Service Associate

Consider Posh ProColumbus, Ohio, United States
Full-time

We are seeking a dedicated and detail-oriented Client Service Associate to join our dynamic team.In this role, you will serve as a vital link between our clients and our company, ensuring exception...Show more

Senior Associate Client Representative - Small Business

World Insurance Associates, LLC.Columbus, OH, US
Full-time
Quick Apply

Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to i...Show more

Client Success Manager

PaylianceColumbus, OH, United States
Full-time

The Client Success Manager is responsible for ensuring Payliance clients achieve maximum value from our platform, driving satisfaction, retention, and growth.This role serves as a trusted advisor, ...Show more

Client Transportation Specialist

Visiting Angels Columbus WestColumbus, OH, US
Part-time

The Client Transportation Specialist is responsible for safely and reliably transporting clients from their homes to medical appointments, therapy sessions, community activities, errands, or other ...Show more

Client Service Associate

GallagherUpper Arlington, Ohio
Full-time

At Gallagher, we’re looking for a Client Service Associate to join our Commercial team.In this role, you’ll help clients solve challenges and deliver tailored insurance solutions.You’ll work closel...Show more

Associate Client Service Manager

HylantColumbus, 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

Client Tax Associate I

ChaseColumbus, OH, United States
Full-time

Join the team that is driving domestic and international sales tax and tax compliance reporting in a changing financial environment.As a Client Tax Associate I in the Merchant Services team, you wi...Show more

Client Relations Representative

Bobb Says YesColumbus, OH, US
Full-time
Quick Apply

Twins Buick GMC is a family-owned and operated car dealership located in north Columbus.We believe that in order to be the best, we must provide an excellent experience to our customers.We provide ...Show more

Client Manager

City Wide Facility SolutionsColumbus, OH, US
Full-time
Quick Apply

At City Wide Facility Solutions, we’re .Imagine an organization where people wake up every morning inspired to grow, be excellent and make an impact.Our passionately engaged A-Team works collaborat...Show more

Private Client Advisor

KeyCorpColumbus, OH, United States
Full-time

Location: 733 Bethel Road, Columbus Ohio.Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodolo...Show more

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Client Engagement Senior Associate, Tax Operations

Client Engagement Senior Associate, Tax Operations

CroweColumbus, OH, United States
13 days ago
Job type
  • Full-time
Job description

Client Engagement Specialist

Your journey at Crowe starts here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

The Client Engagement Specialist (CES) plays a pivotal role in enabling efficient and effective service delivery within the Tax Business Unit. This individual serves as owning the full lifecycle of engagement coordination, from contract execution to billing and reporting. By leveraging business operations, technology platforms, and process optimization, the CES drives outcomes that improve client experience and operational integrity. This role demands a proactive mindset, strong relationship management skills, and the ability to anticipate and solve for barriers before they impact delivery.

Responsibilities

Own end-to-end engagement support

  • Billing support including WIP (work in progress) analysis and invoice preparation
  • D365 entry/maintenance
  • New client set up and risk assessments
  • Drafting engagement contracts for new projects using Icertis of other software. Submission to DocuSign for delivery to clients and monitoring statuses through software
  • Reporting, with a focus on timeliness, accuracy, and consistency across the portfolio
  • Monitoring/generating reports, upcoming deadlines or project complexities to flag risks

Act as a technology champion:

  • Lead adoption of core systems (e.g., D365, SharePoint, Icertis, and AI-enablement tools)

Drive strategic resolution:

  • Use sound judgment and business insight to navigate complex issues
  • Proactively identify risks and resolve operational roadblocks with minimal escalation

Influence stakeholder success:

  • Build and maintain strong relationships with client service leaders Anticipate their needs, communicate proactively, and adjust support models to meet evolving expectations

Enable process improvement:

  • Identify and implement opportunities for workflow optimization and standardization
  • Partner with peers and leadership to scale repeatable best practices

Qualifications

  • Minimum 5 years of experience in professional services, client operations, or project coordinationideally within a matrixed or consulting environment
  • Advanced knowledge of Microsoft Office Suite, Adobe, and firm systems including D365, SharePoint, iCertis, and Qvidian
  • Comfortable navigating new technologies and AI-enhanced tools
  • Demonstrated strength in process execution, documentation accuracy, and workflow management. Known for reliability and precision under deadline-driven conditions
  • Proactive mindset with a continuous improvement lens. Adaptable to evolving systems, shifting priorities, and peak workload demands
  • Committed to delivering high-value support. Seeks to understand client goals and aligns operational decisions with broader service outcomes