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Client Services Associate - Cincinnati, OH

Summit Financial

Cincinnati, OH · Posted November 8, 2026

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How AI is used in this kind of work

Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).

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About the job

...confidence. Through a comprehensive and coordinated approach, we help clients align their wealth with what matters most.

Position... ...We are seeking a highly motivated, detail-oriented Client Service Associate who shares our commitment to professionalism and excellence,...