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.
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JOB SUMMARY PURPOSE
Incumbent is responsible for providing transportation of Portage County Veterans to various VA hospitals and clinics in Northeastern Ohio. Keeping vehicles clean and in good operating order, reporting all mechanical issues and maintenance needs to the Office Manager.
QUALIFICATIONS AND EDUCATION REQUIREMENTS
Ø Must be an honorably discharged U.S. veteran or the spouse, surviving spouse, child, or parent of a veteran, per Ohio Revised Code 5901.07.
Ø High school education or equivalent is required.
Ø Must have a valid driver’s license and meet the county’s current vehicle use requirements.
Ø Incumbent must pass a BCI and FBI background check, local government background check and MVR check;
Ø Incumbent must pass a drug screen; the VSC holds a zero tolerance policy.
Ø Ability to safely operate a transit van, full size van, a minivan, large SUV and a sedan.
Ø Ability to comprehend and interpret traffic laws, rules and regulations; motor vehicle operation guidelines
Ø Ability to read a map, use copy machine and cell phone
PREFERRED SKILL/COMPENTENCIES
Ø Appreciation for veterans and veterans’ rights and benefits.
Ø Preferred 10+ years of driving experience in operating a transit van, full size van, a minivan, large SUV and a sedan.
Ø Strong communication skills with all types of individuals, including those with emotional and physical handicaps.
Ø Good time management skills.
ESSENTIAL DUTIES
Ø Safely transports Veterans to and from their VA medical appointments;
Ø Maintains transportation sheets, pre/post trip check lists;
Ø Provides input to the Office Manager about clients and vehicles and potential route changes;
Ø Participates in required marketing and out-reach activities;
WORK ENVIRONMENT AND PHYSICAL DEMANDS
Ø Incumbent performs sedentary and active work that may require the lifting of up to 15 pounds;
Ø Incumbent performs the following physical activities: reaching, grasping, talking, hearing, and driving;
Ø Work is performed both inside and outside. Incumbents may be exposed to vibrations and, on occasion, be exposed to hazards and required to use PPE.
Ø Incumbent may be required to make split-second decisions while operating a county vehicle
Equipment:
Ø Incumbent operates the following equipment: Automobile, full-sized van, minivan, SUV,
printer, copy machine, cell phone.
This is a Part-Time position working during the hours of M-F: 6:45a.m. - 4:00 p.m.
Part time Drivers position:
1. MUST be a Veteran, or Immediate family of a Veteran
2. MUST provide a copy of DD-214 for Veteran applying. If Spouse/Widow of Veteran applying, they must provide a copy of the Veterans DD-214 and Marriage Certificate. If child of Veteran is applying they must provide Veterans DD-214 and the Birth certificate for individual applying.
3. MUST provide resume
4. Any missing document may result in disqualification of open position
5. A qualified Veteran will have preference
See All 67 Client Associate Jobs in Ohio
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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 Hewitt10
- JPMorganChase7
- PNC Financial Services7
- UBS4
- Bank of America4
Top Industries Hiring
- Accounting & Auditing
- Fintech
- Science & Research
- Banking & Financial Services
- Investment & Asset Management
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 Jackson Hewitt, JPMorganChase, and PNC Financial Services, based on current listings on Migrate Mate as of November 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?
Columbus, Cincinnati, and Dayton 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 50% of client associate openings tied to Ohio are remote or hybrid as of November 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 67 Client Associate Jobs in Ohio
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