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Financial Client Service Associate

Cleveland, OH 44113

Posted: 04/14/2026 Employment Type: Temp-To-Hire Job Category: Customer Service/Sales Job Number: 01 - 179193 jm Pay Rate: $20 to $22/hr, based on experience

Job Description

A financial organizational is seeking a Client Service Associate to join their team.  You will work between 30 to 40 hours each week. 

Job Duties:

  • Schedule meetings
  • Complete and send paperwork via DocuSign, email, and USPS
  • Complete money movement transactions for clients
  • Minor maintenance in our CRM
  • Light marketing posting; eventually become our website and SalesForce onboarding administrator/trainer
  • Perform other office duties as assigned

 

 

Job Requirements

Qualifications:

  • Must have previous Client Service Associate experience; licenses not required
  • Must have experience their custodial software with Charles Schwab, Salesforce, Docusign while having accurate data entry skills
  • Must have an articulate, professional, and upbeat phone voice
  • Must have excellent customer service, organizational, and communication skills

Only candidates that can pass a background check and drug screen will be considered

Area Temps still believes that the best way to serve both our employees and our customers is through personal service. To apply for this Financial Client Service Associate position, please submit your resume to lakewood@areatemps.com, call (216) 706-7347, or TEXT “your name & 179193” to (216) 227-3133.

Additional Information

For over 35 years, Area Temps has been committed to providing Northeast Ohio companies with office staffing services, technical, skilled trades, industrial and professional staffing solutions.  We measure our success by the thousands of people who have accepted permanent positions with our client companies, either through a direct hire or after successfully completing an initial temporary assignment.

Meet Your Recruiter

Lakewood Office

With almost 40 years experience in Greater Cleveland and thousands of people employed successfully each year, Area Temps still believes that the best way to serve both our employees and our customers is through personal service. When you apply online, we'll review your work skills and location preferences within 24 hours. Qualified candidates will be contacted to arrange for a personal interview, and our personnel supervisors will work with you to find the perfect assignment.

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About Cleveland, OH

Unlock your potential in Cleveland, Ohio! Nestled on the shores of Lake Erie, Cleveland offers job seekers a vibrant mix of career opportunities and a welcoming community to grow in. Known as "The Rock and Roll Capital of the World," Cleveland boasts a rich cultural scene with landmarks like the Rock and Roll Hall of Fame, Playhouse Square, and the Cleveland Museum of Art. Indulge in local delicacies like pierogies and explore the scenic Metroparks for outdoor adventures. Cheer for the Cleveland Cavaliers at the Quicken Loans Arena or catch a show at the historic West Side Market. Find your dream job in Cleveland and be part of this city's irresistible charm and endless possibilities!

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