Client Service Analyst Jobs in Ohio
Client Service Analyst jobs in Ohio draw consistent hiring activity from financial services, insurance, healthcare administration, and utilities sectors, with openings at every level from entry-level associates to senior client relationship managers. Columbus, Cincinnati, and Cleveland anchor the market, where employers like Nationwide, Fifth Third Bank, and KeyCorp maintain large client operations teams. The most in-demand specialties are financial account servicing, healthcare billing and benefits analysis, and CRM-driven client support. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 8+ Client Service Analyst jobs
Job Description
As a Global Liquidity Client Account Analyst, you will deliver high-quality client service and operational support to Global Liquidity financial intermediaries and corporate investors. Responsibilities include transaction processing, settlement and reconciliation, client request fulfillment, issue investigation and resolution, and responding to information requests, as well as other duties supporting the ongoing operations of client accounts. In this client-facing role, you will be expected to work with a high degree of independence, apply sound judgment when troubleshooting issues, and escalate risks, exceptions, and time-sensitive items to Client Account Managers, management, and/or appropriate internal business partners as needed. Success in this role requires a client-first mindset, strong attention to detail, and the ability to deliver accurate results in a fast-paced environment while building trusted relationships with clients, financial advisors, and internal stakeholders.
About Asset Management
Asset Management is a leading investment manager for institutions, financial intermediaries, and individual investors worldwide. With a heritage of more than two centuries and investment professionals operating in major markets globally, we offer a broad range of core and alternative strategies and deep investment insight.
Job Responsibilities
- Execute account transactions accurately and in a timely manner, as requested by clients (e.g., via phone and other approved channels).
- Investigate and resolve settlement and reconciliation breaks, partnering with internal teams to ensure timely completion.
- Identify, research, and remediate account outages and settlement discrepancies, communicating status and outcomes clearly to stakeholders.
- Support user access and troubleshooting for the online Trading and Account Management platform, including core functionality guidance.
- Process client requests and information inquiries end-to-end, ensuring accuracy, documentation, and adherence to procedures and service standards.
- Exercise sound judgment and ownership of issues, escalating appropriately to Client Account Managers and other partners to mitigate client impact and operational risk.
Required Qualifications, Capabilities, And Skills
- Bachelor's degree.
- FINRA Securities Industry Essentials (SIE), Series 7, and Series 63 licenses required; unlicensed candidates will be considered but must obtain required licenses within 90 days of start date.
- Strong written and verbal communication skills, including the ability to explain issues and resolutions clearly.
- Demonstrated relationship-building and client service skills.
- Strong problem-solving skills and attention to detail.
About us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Job Description
As a Global Liquidity Client Account Analyst, you will deliver high-quality client service and operational support to Global Liquidity financial intermediaries and corporate investors. Responsibilities include transaction processing, settlement and reconciliation, client request fulfillment, issue investigation and resolution, and responding to information requests, as well as other duties supporting the ongoing operations of client accounts. In this client-facing role, you will be expected to work with a high degree of independence, apply sound judgment when troubleshooting issues, and escalate risks, exceptions, and time-sensitive items to Client Account Managers, management, and/or appropriate internal business partners as needed. Success in this role requires a client-first mindset, strong attention to detail, and the ability to deliver accurate results in a fast-paced environment while building trusted relationships with clients, financial advisors, and internal stakeholders.
About Asset Management
Asset Management is a leading investment manager for institutions, financial intermediaries, and individual investors worldwide. With a heritage of more than two centuries and investment professionals operating in major markets globally, we offer a broad range of core and alternative strategies and deep investment insight.
Job Responsibilities
- Execute account transactions accurately and in a timely manner, as requested by clients (e.g., via phone and other approved channels).
- Investigate and resolve settlement and reconciliation breaks, partnering with internal teams to ensure timely completion.
- Identify, research, and remediate account outages and settlement discrepancies, communicating status and outcomes clearly to stakeholders.
- Support user access and troubleshooting for the online Trading and Account Management platform, including core functionality guidance.
- Process client requests and information inquiries end-to-end, ensuring accuracy, documentation, and adherence to procedures and service standards.
- Exercise sound judgment and ownership of issues, escalating appropriately to Client Account Managers and other partners to mitigate client impact and operational risk.
Required Qualifications, Capabilities, And Skills
- Bachelor's degree.
- FINRA Securities Industry Essentials (SIE), Series 7, and Series 63 licenses required; unlicensed candidates will be considered but must obtain required licenses within 90 days of start date.
- Strong written and verbal communication skills, including the ability to explain issues and resolutions clearly.
- Demonstrated relationship-building and client service skills.
- Strong problem-solving skills and attention to detail.
About us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
See All 8 Client Service Analyst Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find Client Service Analyst JobsClient Service Analyst Jobs by City in Ohio
Where Ohio roles are concentrated, by current openings.
Client Service Analyst Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Law & Legal Services
- Consulting & Professional Services
What Ohio Employers Look For
The qualifications that appear most often in client service analyst jobs across Ohio.
- Bachelor's degree in business, finance, communications, or a related field
- Proficiency in CRM software such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for client-facing interactions
- Analytical ability to interpret data, reports, and client account information
- Experience with Microsoft Office Suite, especially Excel and PowerPoint
- Ability to manage multiple client accounts and meet service level deadlines
Client Service Analyst Jobs in Ohio: Frequently Asked Questions
How do you become a client service analyst in Ohio?
Most Ohio employers require a bachelor's degree in business, finance, communications, or a related field as the starting point. Client service analyst is not a state-licensed role in Ohio, so no Ohio-specific exam or registration applies. From there, candidates build skills in CRM platforms, data analysis, and account management, often starting in customer service or operations support roles within Ohio's large financial services, insurance, and healthcare administration employers before moving into analyst positions.
Which companies hire client service analysts in Ohio?
Ohio client service analyst roles are posted by Rehmann, JPMorganChase, and ICE MILLER LLP and others right now, based on current listings on Migrate Mate as of August 2026. Ohio's concentration of insurance headquarters, regional banks, and healthcare systems makes it one of the more active states for this role year-round.
Which Ohio cities have the most client service analyst jobs?
Columbus, Dayton, and Maumee have the most client service analyst openings in Ohio. Columbus leads because it is home to major insurance carriers and financial institutions, while Cincinnati's mix of consumer goods headquarters and regional banks drives demand there, and Cleveland's healthcare systems and wealth management firms sustain consistent hiring in the northeast part of the state.
Are there remote client service analyst jobs in Ohio?
Yes, and more than most fields. About 0% of client service analyst openings tied to Ohio are remote or hybrid as of August 2026, reflecting how much of the work involves phone, email, and CRM-based account management rather than in-person client visits. Financial services and insurance roles within Ohio tend to offer the most remote and hybrid flexibility compared to healthcare or utilities positions.
How can I get hired as a client service analyst in Ohio with little or no experience?
The most realistic entry path is applying to customer service representative or operations associate roles at Ohio's large insurance carriers, regional banks, or healthcare administrators, then transitioning internally into an analyst title after demonstrating data and account management skills. Employers like Nationwide, Progressive, and Huntington Bank run structured associate programs for recent graduates. A working knowledge of Salesforce or a relevant Excel certification strengthens an application considerably when experience is limited.
Where can I find and apply to client service analyst jobs in Ohio?
You can find and apply to client service analyst jobs in Ohio on Migrate Mate, which lists current Ohio openings across financial services, insurance, healthcare, and other sectors. Search the roles that match your background and location, then apply directly to the ones that fit.
See All 8 Client Service Analyst Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find Client Service Analyst Jobs