CrawlJobs Logo
Robert Half Logo Robert Half · Customer Service

Client Services Associate

United States, Cincinnati Employment contract · Job Posted July 03, 2026
Apply Position
Job Link Share

Job Description

We are looking for a detail-oriented Client Services Associate to support individuals and families with insurance, billing, and property-related administrative needs in Cincinnati, Ohio. This position combines client service, bookkeeping coordination, and vendor management to help maintain organized financial records and dependable day-to-day support. The ideal candidate is comfortable balancing multiple priorities, communicating with a range of stakeholders, and handling sensitive information with professionalism.

Job Responsibility

  • Coordinate annual health insurance renewal and enrollment activities for family clients, helping ensure timely submissions and accurate coverage selections
  • Partner with brokers to organize insurance options and support implementation of coverage strategies that align protection needs with cost efficiency
  • Administer bill payment activities for several clients by reviewing documentation, confirming accuracy, and ensuring payments are processed on schedule
  • Work alongside Accounts Payable and real estate support teams to monitor invoices, secure approvals, and maintain payment timelines
  • Arrange utility accounts and essential property services for newly acquired or established residences, and follow through to confirm billing begins correctly
  • Maintain regular communication with clients, vendors, brokers, and internal partners to resolve questions and keep service activities moving forward
  • Prepare, track, and organize financial and administrative records so documentation remains complete, accessible, and audit-ready
  • Handle private client and financial information with sound judgment, discretion, and a high standard of confidentiality

Requirements

  • At least 3 years of experience in client services, bookkeeping, insurance support, or a related administrative function
  • Working knowledge of health, property, or casualty insurance processes, including renewals, enrollment, or policy coordination
  • Experience supporting accounting or payment operations, with strong attention to detail and accuracy in financial documentation
  • Familiarity with invoice tracking, approvals, vendor coordination, and accounts payable workflows
  • Ability to support real estate-related administrative tasks, including utility setup and service coordination for properties
  • Strong written and verbal communication skills, with the ability to interact professionally with clients and cross-functional teams
  • Proven ability to manage sensitive information responsibly while maintaining a high level of professionalism and integrity

What we offer

  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Life and disability insurance
  • 401(k) plan
Robert Half - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Client Services Associate

8 matching positions

Client Services Associate

Robert Half Finance & Accounting has partnered up with a global investment manag...
Location
Location
United States , Palm Beach
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of relevant industry experience within wealth management or asset management
  • Working knowledge of financial operations and data management
  • Demonstrated ability to manage multiple assignments simultaneously in a high-volume, deadline-sensitive setting
  • Strong attention to detail with effective organizational and follow-up skills
  • Ability to collaborate successfully with a small team while supporting shared service goals
  • Professional communication skills, both verbal & written
Job Responsibility
Job Responsibility
  • Coordinate day-to-day client service and operational support for wealth management accounts, ensuring requests are completed accurately and on schedule
  • Prepare and process investment-related documentation, cash movements, reconciliations, and other account administration tasks
  • Maintain client accounts by handling updates, monitoring operational activity, and supporting routine and ad hoc reporting needs
  • Partner closely with relationship management colleagues to deliver timely follow-through on client matters and service inquiries
  • Track service requests and administrative workflows with a high level of precision while meeting deadlines in a busy environment
  • Contribute to internal reporting and data oversight by compiling information, updating records, and monitoring key operational details
  • Use portfolio, custodial, and internal service platforms to manage daily processing and support account operations
  • Follow established compliance requirements, operational controls, and industry guidelines across all assigned activities
What we offer
What we offer
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Life insurance
  • Disability insurance
  • 401(k) plan
  • Free online training
  • Fulltime
Read More
Arrow Right

Client Services Associate

Location
Location
United States , Hyannis
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of experience in wealth management, investment services, brokerage operations, or related banking experience
  • Knowledge of investment products, retirement planning, and client service best practices
  • SIE certification and FINRA licenses (Series 7/66 or 65/63) are a plus
Job Responsibility
Job Responsibility
  • Serve as a primary point of contact for clients, delivering exceptional service and support
  • Coordinate client meetings, reviews, and advisor schedules
  • Prepare account documentation, portfolio reviews, and performance reports
  • Support account onboarding, maintenance, transfers, distributions, and beneficiary updates
  • Monitor pending business and coordinate with custodians, vendors, and internal partners
  • Assist with compliance reviews, audits, and regulatory requirements
  • Support investment and insurance transactions when appropriately licensed
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
  • Free online training
Read More
Arrow Right

Client Services Associate

Location
Location
United States , Roanoke
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience in client services, client support, or a similar customer-facing administrative role
  • Working knowledge of financial planning concepts and the ability to support clients in a detail-focused services environment
  • Demonstrated strength in client relations with a service-oriented and detail-focused approach
  • Experience handling administrative procedures with accuracy, discretion, and strong organizational skills
  • Proficiency using CRM systems to track client activity, maintain records, and manage follow-up tasks
  • Strong written and verbal communication skills with the ability to prepare detail-focused client-facing materials
  • Must have Series 7/ 66 licenses
Job Responsibility
Job Responsibility
  • Guide new clients through onboarding steps, ensuring documentation is complete and expectations are clearly communicated
  • Keep client files, account details, and related records accurate, current, and well organized
  • Assist with compliance-related tasks by monitoring documentation requirements and supporting adherence to internal standards
  • Prepare meeting packets, reports, and supporting materials for upcoming client appointments
  • Serve as a dependable point of contact for client service requests, follow-ups, and routine account-related questions
  • Identify workflow gaps and recommend practical improvements that enhance service quality and team efficiency
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right

Client Services Associate

We are looking for a Client Services Associate to join a Financial Services team...
Location
Location
United States , Santa Barbara
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in business, communications, or a related field is preferred
  • Prior experience in client services, portfolio support, banking, wealth management, or another client-facing environment
  • Strong verbal and written communication skills with the ability to interact effectively with clients and colleagues
  • Excellent attention to detail and organizational skills, with the ability to manage multiple priorities effectively
  • Experience handling financial transactions such as wire transfers, funds transfers, or related account service activities
  • Proficiency with Microsoft Office and comfort learning firm systems and service platforms
  • Sound judgment, problem-solving ability, and a proactive approach to client satisfaction
  • Ability to work both independently and collaboratively in a fast-paced setting
Job Responsibility
Job Responsibility
  • Respond to client questions and requests with accurate information, thoughtful follow-up, and a high standard of service
  • Support the new client setup process by gathering required information, preparing documentation, and helping ensure a smooth onboarding experience
  • Process and review account-related activity such as deposits, withdrawals, required minimum distributions, wire transfers, and other funds movement requests
  • Work closely with advisors and internal partners to resolve service matters efficiently and improve the overall client experience
  • Maintain accurate client records by updating documentation, entering data carefully, and confirming that files remain complete and current
  • Monitor accounts, agreements, and related paperwork to help ensure transactions and documentation align with applicable requirements
  • Build working knowledge of firm offerings and wealth management services in order to provide informed support to clients
  • Contribute ideas that strengthen service delivery, streamline client interactions, and support long-term relationship management
What we offer
What we offer
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Life insurance
  • Disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Client Services Associate

Robert Half is partnering with a growing construction company seeking a Client S...
Location
Location
United States , San Diego
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years of experience in Client Services, Customer Service, Operations Support, or Administrative roles within the construction industry
  • Strong understanding of construction workflows, order processes, and project coordination
  • Experience managing high-volume client communication via phone and email
  • Proven ability to handle order status inquiries, issue resolution, and customer follow-up from start to finish
  • Familiarity with construction terminology such as RFIs, submittals, purchase orders, and change orders preferred
  • Proficiency in Microsoft Office Suite (Excel, Outlook, Word)
  • Experience with CRM or ERP systems (Procore, Sage, or similar platforms a plus)
  • Strong communication and relationship-building skills with a customer-first mindset
  • Highly organized with excellent attention to detail and follow-through
  • Ability to multitask and prioritize in a fast-paced environment
Job Responsibility
Job Responsibility
  • Serve as the primary point of contact for clients regarding order status, project updates, service requests, and general inquiries
  • Respond to incoming phone calls and emails in a timely, professional manner while providing accurate information and updates
  • Provide proactive communication to clients regarding order tracking, delivery timelines, material availability, and project progress
  • Coordinate with internal departments (operations, sales, procurement, and project management) to ensure client needs are met
  • Research and resolve client issues related to orders, billing discrepancies, service delays, or product availability
  • Maintain accurate records of all client interactions, service requests, and order updates in CRM or ERP systems
  • Assist with processing and tracking purchase orders, change orders, and related documentation
  • Monitor open orders and ensure clients receive timely status updates throughout the lifecycle of each project
  • Support scheduling and coordination of deliveries, installations, or service timelines as needed
  • Identify service gaps or recurring issues and escalate appropriately to ensure client satisfaction
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Free online training
  • Fulltime
Read More
Arrow Right

Client Services Associate

This role requires excellent communication skills and a strong ability to foster...
Location
Location
United States , Deerfield
Salary
Salary:
55000.00 - 58000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 2 years of experience in a customer service or liaison role.
  • Strong interpersonal and communication skills, with the ability to build positive relationships.
  • Bachelor's Degree required.
  • Experience in marketing or working with creative professionals is a plus.
  • Exceptional organizational skills and attention to detail.
  • Ability to work collaboratively in a team-oriented environment.
  • Proficiency in tracking and reporting project outcomes.
  • Commitment to providing superior customer service in all interactions.
Job Responsibility
Job Responsibility
  • Act as the primary point of contact between physician-clients, their staff, and patients, ensuring seamless communication.
  • Coordinate and oversee operational processes, including planning, implementing, and analyzing project outcomes.
  • Support the creation and distribution of marketing materials by collaborating with graphic designers, copywriters, and printers.
  • Develop and maintain strong relationships with clients to ensure satisfaction and address any concerns.
  • Provide exceptional customer service to all stakeholders, consistently exceeding expectations.
  • Track project progress and report on successes and areas for improvement.
  • Facilitate communication between internal teams and external clients to ensure alignment on goals and deliverables.
  • Ensure all patient interactions are handled with professionalism and empathy, fostering trust and confidence.
What we offer
What we offer
  • bonus
  • health
  • vision
  • dental
  • 401k
  • PTO
  • Fulltime
Read More
Arrow Right

Client Services Associate

GLG is seeking French Speaking Associates who are excited to learn and excel at ...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
glginsights.com Logo
GLG
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree or higher (required)
  • 0-3 years of work experience in client-facing, sales, or account management roles
  • Demonstrated critical thinking and creative problem-solving skills
  • Excellent communication and interpersonal skills, including comfort with phone-based outreach
  • Ability to work independently and collaboratively, in an ever-changing and fast-paced environment
  • Receptive to close coaching and feedback
  • Ability to multitask and prioritize effectively, while ensuring an attention to detail
  • Hustle and tenacity that drives you to go above and beyond to delight clients
  • Appreciation for data and understanding the numbers
  • Willingness to work flexible and extended hours (including evenings and some holidays) based on client needs and expectations
Job Responsibility
Job Responsibility
  • Engaging daily with clients to build relationships, deliver tailored support, and deploy custom solutions that enable our clients to win
  • Owning client projects from start to finish – that includes scoping a project, searching for and/or recruiting the right expert(s), and delivering high-quality outcomes to both our clients and our experts
  • Collaborating with colleagues, your manager, and internal stakeholders to bring GLG’s full product suite to the table so that we can maximize commercial outcomes, grow revenue, and ensure retention of existing accounts
  • Upholding GLG’s compliance framework and embracing our company values
  • Fulltime
Read More
Arrow Right

Client Services Associate

GLG is seeking Turkish Speaking Associates who are excited to learn and excel at...
Location
Location
Ireland , Dublin
Salary
Salary:
Not provided
glginsights.com Logo
GLG
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree or higher (required)
  • 0-3 years of work experience in client-facing, sales, or account management roles
  • Demonstrated critical thinking and creative problem-solving skills
  • Excellent communication and interpersonal skills, including comfort with phone-based outreach
  • Ability to work independently and collaboratively, in an ever-changing and fast-paced environment
  • Receptive to close coaching and feedback
  • Ability to multitask and prioritize effectively, while ensuring an attention to detail
  • Hustle and tenacity that drives you to go above and beyond to delight clients
  • Appreciation for data and understanding the numbers
  • Willingness to work flexible and extended hours (including evenings and some holidays) based on client needs and expectations
Job Responsibility
Job Responsibility
  • Engaging daily with clients to build relationships, deliver tailored support, and deploy custom solutions that enable our clients to win
  • Owning client projects from start to finish – that includes scoping a project, searching for and/or recruiting the right expert(s), and delivering high-quality outcomes to both our clients and our experts
  • Collaborating with colleagues, your manager, and internal stakeholders to bring GLG’s full product suite to the table so that we can maximize commercial outcomes, grow revenue, and ensure retention of existing accounts
  • Upholding GLG’s compliance framework and embracing our company values
Read More
Arrow Right