Client Service Associate Jobs in Cincinnati, OH
Client Service Associate jobs in Cincinnati are concentrated in the Central Business District, Kenwood, and Hyde Park, across financial services, healthcare, and wealth management firms, with Gallagher, FEG, and Hylant among those hiring now. Demand is steady year-round, with particularly active hiring across retail banking branches and investment offices throughout the metro. Find a role that fits below and apply directly.
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- Primary point of contact for clients and advisor teams focused on enhancing the client experience.
- Coordination of all operational service activities with internal teams and external service providers.
- Monitor completion of activities and serve as single contact for cohesive communications.
- Serve as client operational point of contact for onboarding new institutional relationships and oversee all steps in the onboarding process for Operations department.
- Conduct post-meeting activity review with consultants.
- Proactively communicate with clients to ensure integrity of client data, create client recognition, and maintain gauge of satisfaction with FEG services.
- Identify opportunities to implement efficiencies within the flow of operational activity.
- On an as needed basis, participate in discovery calls and finals presentations with prospective clients, providing operational expertise to the discussions.
- Serve as firm’s liaison with preferred custodian relationship managers and perform due diligence on potential new relationships.
- Bachelor’s degree preferably with a business focus.
- 8-10 years of work experience in the investment industry or a similar field, preferably client service related.
- Strong organizational skills, attention to detail and ability to multi-task.
- Understanding of investment terminology.
- Ability to identify and resolve or appropriately escalate complex issues with minimal guidance.
- Experienced in Microsoft Office, Excel, PowerPoint and SharePoint with strong attention to detail, and excellent written and verbal communication skills.
- Listen and learn while still taking full ownership of individual scope of work.
- Engage collaboratively with clients, investment teams and peers.
- Prioritize effectively and decisively across complex teams and competing priorities.
- Enjoy working in and learning about the financial investment industry.
- Competitive compensation and bonus opportunities commensurate with qualifications and performance.
- Employer-paid life, Short-Term Disability and Long-Term Disability coverage plus subsidized Medical, Dental, & Vision plans.
- Wealth Benefits including 401(k) and ESOP Programs with company contributions.
- Paid Time Off (Holidays, PTO, Parental Leave).
- Flexible work options designed to support work-life balance while maintaining productivity and collaboration.
- Employee-led culture committees focused on engagement, well-being, diversity, and a positive workplace environment.
- A structured mentorship program that fosters professional growth, knowledge sharing, and leadership development through meaningful one-on-one connections.
- Tuition reimbursement for approved educational programs to support continued learning and career development.
- Reimbursement for eligible professional certifications and industry-recognized designations.
- Access to comprehensive wellness programs that support physical, mental, and overall well-being.
See All 54 Client Service Associate Jobs in Cincinnati
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Find Client Service Associate JobsClient Service Associate Job Market in Cincinnati
Who's Hiring
- Gallagher10

- FEG5

- Hylant5

- FNA Advisors5F
- Higginbotham5

Top Industries Hiring
- Insurance
Client Service Associate Jobs in Cincinnati: Frequently Asked Questions
How do I get a client service associate job in Cincinnati?
Focus your search on Cincinnati's financial services corridor in the Central Business District and the wealth management firms clustered in Kenwood and Blue Ash. Regional banks, insurance carriers, and brokerage offices are the most consistent hirers here. Candidates who combine strong client communication skills with familiarity in CRM platforms stand out. A background in retail banking or customer-facing financial roles gives you a real edge in this market.
Which companies hire client service associates in Cincinnati?
Employers hiring client service associates in Cincinnati right now include Gallagher, FEG, and Hylant, based on current listings on Migrate Mate as of September 2026. Cincinnati's mix of regional banks, national insurance carriers, and independent wealth management firms creates consistent demand for this role across employer sizes.
Are there remote client service associate jobs in Cincinnati?
Yes, though availability depends heavily on the role type, since client service associate positions in branch banking or in-person advisory settings are almost always on-site, while back-office and account servicing roles are more flexible. About 63% of client service associate openings tied to Cincinnati are remote or hybrid as of September 2026. Portfolio servicing, onboarding support, and documentation roles tend to be the most remote-accessible locally.
How can I get a client service associate job in Cincinnati with little or no experience?
The most realistic entry path in Cincinnati is through retail banking or credit union branch roles, where employers like regional banks and local credit unions routinely hire candidates without prior financial services experience and train on the job. Roles such as bank teller, customer service representative, or member services associate serve as direct stepping stones. Familiarity with basic financial products and a professional demeanor carry significant weight with Cincinnati hiring managers at this level.
Which industries hire the most client service associates in Cincinnati?
Cincinnati client service associate roles concentrate in Insurance, based on current listings on Migrate Mate as of September 2026. Cincinnati's deep roots in consumer goods, financial services, and healthcare have created a dense employer base that continuously needs client-facing support staff across corporate, branch, and provider settings.
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