Client Associate Jobs in Ohio
Client Associate jobs in Ohio are concentrated in Columbus, Cleveland, and Cincinnati, where major financial services and wealth management firms maintain large operations and consistent hiring pipelines. Firms like Edward Jones, Huntington Bancshares, and Fidelity Investments have an established presence across the state and regularly bring on client associates at both entry and experienced levels. The most in-demand specialties are wealth management support, brokerage operations, and financial advisory assistance. Scan the live roles below and apply to whichever ones fit.
Find Client Associate JobsOverview
Showing 5 of 30+ Client Associate jobs
Sales Associate & Client Wellness Education - Part Time
Project LeanNation | Harper's Point, OH
Job Summary
At Project LeanNation, we are dedicated to transforming lives through nutrition and wellness education. As a Sales Associate, you will play a vital role in guiding clients on their health journeys, supported by our exceptional Key Lead. This position is perfect for individuals who are passionate about helping others, thrive in meaningful conversations, and want to be part of a mission-driven team. You will create an uplifting environment while educating clients and preparing nutritious shakes.
Key Responsibilities
-
Client Support & Education
- Welcome and engage clients in meaningful conversations about their health and wellness goals.
- Guide clients through InBody scans and help them interpret body composition results.
- Support clients in tracking progress and celebrating achievements.
- Educate clients on meal planning, macronutrients, and how PLN products align with their goals.
- Inspire confidence and consistency in clients, from beginners to advanced.
-
Shake Bar & Product Experience
- Prepare and serve nutritious, real-food shakes with consistency and care.
- Recommend shakes and supplements based on individual client goals.
- Maintain a clean, organized, and ready-to-serve shake bar.
-
Store Operations
- Restock retail refrigerators and manage inventory effectively.
- Receive and organize deliveries, which may involve lifting 10–50 lbs.
- Utilize the Point of Sale system to process transactions and manage memberships.
- Follow daily operational checklists to ensure a clean and professional environment.
- Support opening and closing procedures.
Requirements
- Passion for health and wellness with a desire to educate others.
- Excellent customer service skills and a friendly demeanor.
- Ability to work collaboratively in a team environment under the guidance of the Key Lead.
- Strong emotional intelligence and interpersonal skills.
- Detail-oriented with a commitment to maintaining high operational standards.
Schedule
This is a part-time position with flexible scheduling options.
Why You'll Love Working Here
At Project LeanNation, you will be part of a supportive and enthusiastic team dedicated to making a positive impact on clients' lives. We offer opportunities for personal and professional growth, a collaborative work environment, and the chance to inspire others towards healthier lifestyles.
Join the Team
If you are ready to make a difference and embrace a role that goes beyond selling, we invite you to apply and become an Educator with Project LeanNation. Help us redefine health and wellness, one client at a time.
See All 30 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
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Fintech
What Ohio Employers Look For
The qualifications that appear most often in client associate jobs across Ohio.
- Active FINRA Series 7 or Series 66 license or willingness to obtain one
- Bachelor's degree in finance, business, or a closely related field
- One or more years of experience in financial services or client-facing roles
- Proficiency with CRM platforms and financial services software such as Salesforce or Envestnet
- Strong written and verbal communication skills for client correspondence and reporting
- Demonstrated ability to manage multiple client accounts and prioritize competing deadlines
Client Associate Jobs in Ohio: Frequently Asked Questions
How do you become a client associate in Ohio?
Most client associate roles in Ohio require a bachelor's degree in finance, business, or a related field, along with FINRA licensing. The Series 7 and Series 66 are the most commonly required licenses, and many Ohio employers will sponsor candidates through the exam process during onboarding. Candidates typically register through FINRA's Central Registration Depository. Some roles accept candidates who are unlicensed but must complete licensing within a set period after hire.
Which companies hire client associates in Ohio?
Employers hiring client associates in Ohio right now include Bank of America, JPMorganChase, and UBS, based on current listings on Migrate Mate as of August 2026. Ohio's concentration of regional bank headquarters and independent advisory firms means steady hiring across both large institutional employers and boutique wealth management practices.
Which Ohio cities have the most client associate jobs?
Cincinnati, Columbus, and Cleveland account for the largest share of client associate openings in Ohio. Columbus leads because of its dense concentration of financial services headquarters and regional bank operations, while Cleveland and Cincinnati anchor strong wealth management and brokerage markets that draw consistent hiring from both national firms and locally headquartered advisory groups.
Are there remote client associate jobs in Ohio?
Yes, though they are less common than in purely analytical or back-office roles. About 47% of client associate openings tied to Ohio are remote or hybrid as of August 2026, reflecting the client-facing nature of the role. Tasks like portfolio reporting, email correspondence, and scheduling are often done remotely, while in-person client meetings and compliance reviews typically require an on-site presence.
How can I get hired as a client associate in Ohio with little or no experience?
The most realistic entry path is a financial services assistant or operations coordinator role at one of Ohio's larger bank branches or regional advisory offices, where firms like Huntington Bancshares and Fifth Third Bank run structured associate programs for new graduates. Completing a Series 7 or Series 66 exam before applying gives candidates a concrete edge. Lateral moves from banking teller, loan officer assistant, or customer service roles at Ohio-based institutions are also a common on-ramp into client associate positions.
Where can I find and apply to client associate jobs in Ohio?
You can find and apply to client associate jobs in Ohio on Migrate Mate, which lists current Ohio openings. Search the listings, identify the roles that match your experience and preferences, and apply directly to whichever ones fit your background.
See All 30 Client Associate Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find Client Associate Jobs