Client Associate Jobs in Ohio
Client Associate jobs in Ohio are open across Cincinnati, Columbus, and Brooklyn and other Ohio metros, with employers like Jackson Hewitt, KeyBank, and UBS hiring at every experience level. Find a role that fits below and apply directly.
Find Client Associate JobsOverview
Showing 5 of 35+ Client Associate jobs
Location: United States - Ohio
City: Sylvania
Job Type: Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Registered Client Associate to:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
Your team
You'll be working with a Financial Advisory Team in the Sylvania, OH office.
Your expertise
- series 7 and 66 licenses (for registered CSAs only)
- ideally 2-4 years of experience in client service, within the finance sector
- bachelor degree preferred, focusing on finance
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Location: United States - Ohio
City: Sylvania
Job Type: Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Registered Client Associate to:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
Your team
You'll be working with a Financial Advisory Team in the Sylvania, OH office.
Your expertise
- series 7 and 66 licenses (for registered CSAs only)
- ideally 2-4 years of experience in client service, within the finance sector
- bachelor degree preferred, focusing on finance
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
See All 35 Client Associate Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Jobs by City in Ohio
Where Ohio roles are concentrated, by current openings.
Client Associate Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring
- Jackson Hewitt6
- KeyBank5
- UBS4
- Bank of America3
- JPMorganChase3
Top Industries Hiring
- Banking & Financial Services11
- Accounting & Auditing6
- Consulting & Professional Services6
- Investment & Asset Management6
- Healthcare & Medical Services3
What Ohio Employers Look For
The qualifications that appear most often in client associate jobs across Ohio.
- Bachelor's degree in finance, business, or a related field
- Strong CRM and financial platform proficiency, including Salesforce or Salesforce Financial Services Cloud
- Series 7 and Series 66 licenses, or willingness to obtain within a set timeframe
- One to three years of client-facing experience in financial services or banking
- Demonstrated ability to manage high client contact volume with accuracy and professionalism
- Familiarity with brokerage operations, account documentation, and transfer of assets processes
Client Associate Jobs in Ohio: Frequently Asked Questions
How many client associate jobs are there in Ohio?
There are 35+ client associate openings in Ohio on Migrate Mate as of June 2026, with the most roles in Cincinnati, Columbus, and Brooklyn. New positions post regularly as employers across Ohio hire.
How much do client associates make in Ohio?
Client associates in Ohio earn a median of about $64,020 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $55,870 for the lowest 10% to over $90,300 for the top 10%. Pay rises with experience, specialty, and employer.
Which Ohio cities have the most client associate jobs?
Cincinnati, Columbus, and Brooklyn have the most client associate openings in Ohio right now, with additional roles spread across smaller metros statewide.
Which companies hire client associates in Ohio?
Employers hiring client associates in Ohio include Jackson Hewitt, KeyBank, and UBS, based on current listings on Migrate Mate as of June 2026.
Are there remote client associate jobs in Ohio?
Yes. About 26% of client associate openings tied to Ohio are remote or hybrid as of June 2026. The rest are on-site roles based in Ohio metros.
How do I apply for client associate jobs in Ohio?
You can apply to client associate jobs in Ohio directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Ohio location, then apply to each one that fits.
See All 35 Client Associate Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find Client Associate Jobs