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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Showing 5 of 53+ Client Associate jobs
“I can be myself at work.”
You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
“I can influence my income.”
You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
“I can lead a full life.”
You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
I can succeed as a Client & Product Track Summer Associate at Capital Group.
As a Client & Product Track Summer Associate within the Capital Group Rotational Program, you'll gain hands-on experience supporting one of the teams that helps connect Capital Group's investment capabilities with clients and drive business growth. Through meaningful work, coaching, mentorship, and collaboration with professionals across the firm, you'll strengthen your analytical, communication, and problem-solving skills while developing a deeper understanding of the investment management industry.
The Summer Associate Program provides experience within one of the business areas represented in the full-time Client & Product Track, a two-year rotational experience that provides exposure to multiple client, product, marketing, and business functions through rotational assignments and professional development opportunities. High-performing Summer Associates may be considered for conversion into the full-time Client & Product Track of the Capital Group Rotational Program upon graduation.
What You'll Do
Summer Associates are placed on a specific team for the duration of the program, providing meaningful experience within one of Capital Group's client and product-focused functions. Opportunities may be available in areas such as:
- Sales & Relationship Management: Support client engagement, business development, relationship management, and client service initiatives
- Business Management: Contribute to strategic planning, business operations, organizational effectiveness, and execution of key priorities
- Product Strategy: Support product positioning, competitive analysis, market insights, and long-term product strategy
- Marketing: Contribute to marketing campaigns, client communications, content development, events, and brand initiatives
- Insights & Analytics: Leverage research, business intelligence, and data analysis to support decision-making and business outcomes
- Sales Enablement & Client Support: Help develop the tools, resources, processes, and capabilities that enable teams to serve clients effectively
- Additional Client & Product Functions: Support teams that drive client engagement, product development, and business growth across the firm
Across these teams, Summer Associates may contribute to strategic initiatives, conduct market, product, and client research, analyze business trends and insights, develop recommendations for stakeholders, and support activities that help enhance client experiences and drive business growth. Summer Associates also participate in professional development and networking opportunities throughout the program.
What We're Looking For
We're seeking individuals who are relationship-oriented, analytical, collaborative, and excited to help connect Capital Group's investment capabilities with client needs and business objectives. Successful candidates demonstrate:
- Strong analytical, critical-thinking, and problem-solving skills
- Intellectual curiosity, learning agility, and a commitment to continuous growth and development
- Ability to navigate ambiguity and manage competing priorities thoughtfully
- Strong written, verbal, and presentation skills
- Ability to collaborate effectively across teams and build strong working relationships
- Attention to detail, organization, and execution
- Initiative, accountability, and a willingness to take ownership
- Comfort working with data and translating insights into recommendations
- A client-focused mindset and passion for delivering exceptional experiences
Qualifications
- Currently pursuing a bachelor's or master’s degree with an anticipated graduation date between December 2027 and June 2028
- Work authorization requirements vary by country. Candidates should have, or be able to obtain, authorization to work in the applicable country of employment
“I can apply in less than 4 minutes.”
You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.
“I can learn more about Capital Group.”
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
- Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
“I can be myself at work.”
You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
“I can influence my income.”
You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
“I can lead a full life.”
You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
I can succeed as a Client & Product Track Summer Associate at Capital Group.
As a Client & Product Track Summer Associate within the Capital Group Rotational Program, you'll gain hands-on experience supporting one of the teams that helps connect Capital Group's investment capabilities with clients and drive business growth. Through meaningful work, coaching, mentorship, and collaboration with professionals across the firm, you'll strengthen your analytical, communication, and problem-solving skills while developing a deeper understanding of the investment management industry.
The Summer Associate Program provides experience within one of the business areas represented in the full-time Client & Product Track, a two-year rotational experience that provides exposure to multiple client, product, marketing, and business functions through rotational assignments and professional development opportunities. High-performing Summer Associates may be considered for conversion into the full-time Client & Product Track of the Capital Group Rotational Program upon graduation.
What You'll Do
Summer Associates are placed on a specific team for the duration of the program, providing meaningful experience within one of Capital Group's client and product-focused functions. Opportunities may be available in areas such as:
- Sales & Relationship Management: Support client engagement, business development, relationship management, and client service initiatives
- Business Management: Contribute to strategic planning, business operations, organizational effectiveness, and execution of key priorities
- Product Strategy: Support product positioning, competitive analysis, market insights, and long-term product strategy
- Marketing: Contribute to marketing campaigns, client communications, content development, events, and brand initiatives
- Insights & Analytics: Leverage research, business intelligence, and data analysis to support decision-making and business outcomes
- Sales Enablement & Client Support: Help develop the tools, resources, processes, and capabilities that enable teams to serve clients effectively
- Additional Client & Product Functions: Support teams that drive client engagement, product development, and business growth across the firm
Across these teams, Summer Associates may contribute to strategic initiatives, conduct market, product, and client research, analyze business trends and insights, develop recommendations for stakeholders, and support activities that help enhance client experiences and drive business growth. Summer Associates also participate in professional development and networking opportunities throughout the program.
What We're Looking For
We're seeking individuals who are relationship-oriented, analytical, collaborative, and excited to help connect Capital Group's investment capabilities with client needs and business objectives. Successful candidates demonstrate:
- Strong analytical, critical-thinking, and problem-solving skills
- Intellectual curiosity, learning agility, and a commitment to continuous growth and development
- Ability to navigate ambiguity and manage competing priorities thoughtfully
- Strong written, verbal, and presentation skills
- Ability to collaborate effectively across teams and build strong working relationships
- Attention to detail, organization, and execution
- Initiative, accountability, and a willingness to take ownership
- Comfort working with data and translating insights into recommendations
- A client-focused mindset and passion for delivering exceptional experiences
Qualifications
- Currently pursuing a bachelor's or master’s degree with an anticipated graduation date between December 2027 and June 2028
- Work authorization requirements vary by country. Candidates should have, or be able to obtain, authorization to work in the applicable country of employment
“I can apply in less than 4 minutes.”
You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.
“I can learn more about Capital Group.”
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
- Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
See All 53 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
- PNC Financial Services11
- JPMorganChase9
- Jackson Hewitt6
- KeyBank4
- Hylant3
Top Industries Hiring
- Accounting & Auditing
- Banking & Financial Services
- Investment & Asset Management
- 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 PNC Financial Services, JPMorganChase, and Jackson Hewitt, based on current listings on Migrate Mate as of September 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 Dublin 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 52% of client associate openings tied to Ohio are remote or hybrid as of September 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 53 Client Associate Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find Client Associate Jobs