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80 client associate jobs at 52 companies in Fishers, IN

2w
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Client Associate
Carmel, Indiana, United States
OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
2+ YOEBA/BS preferred; 2+ years client service experience in financial services preferred; Series 7 & 66 (or 7,65 & 63) strongly preferred or willing to obtain; strong Excel/PowerPoint and client-facing skills.
Concur, Microsoft Excel, Microsoft PowerPoint
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3d
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Senior Client Associate
Carmel, Indiana, United States
OnsiteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma or equivalent plus 1 year relevant experience; proficiency with Microsoft Office, basic math, strong communication and organizational skills; ability to manage client relationships.
Microsoft Office, Document Management System (DMS)
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1mo
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Client Service Associate
Indianapolis, Indiana, United States
$50k-$65k/yr OnsiteFull Time
Edelman Financial Engines
Edelman Financial Engines: Provides personalized financial planning and investment advisory services.
2+ YOEClient service role in financial services; requires finance/investment knowledge, strong communication, critical thinking, confidentiality, admin skills; 2 years relevant experience preferred and bachelor’s degree preferred.
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1mo
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Client Success Senior Associate
Charlotte or Indianapolis or Tempe
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's degree or 3+ years related experience; knowledge of treasury products; strong client interaction and problem-resolution skills; Microsoft Project/PowerPoint/Excel and virtual meeting tools proficiency; PMP or MBA preferred.
Microsoft Project, Microsoft PowerPoint, Microsoft Excel, WebEx, Zoom
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4d
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Part Time Client Associate - Keystone IN
Indianapolis, Indiana, United States
$14-$15/hr OnsitePart Time
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ year client-services experience; proficient with POS and Microsoft Applications; strong written and verbal communication; ability to work weekends, evenings, and holidays; able to perform retail physical tasks.
Microsoft Applications, POS
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2w
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Client Service Associate
Indianapolis, Indiana, United States
OnsiteFull Time
Artistry Wealth: Artistry Wealth provides holistic financial planning and investment management.
Experience in financial services, proficiency with Microsoft Office (Outlook, Excel, Word), strong attention to detail, ability to work independently and in a team; high school diploma or equivalent required.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Office
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1mo
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Rehire Client Support Associate
Crawfordsville, Indiana, United States
OnsiteMultiple Commitments Available
Jackson Hewitt
Jackson Hewitt: Provides professional tax preparation services and financial guidance.
Strong interpersonal and communication skills, basic computer proficiency and troubleshooting, retail or customer service experience preferred; PTIN certification required for tax preparer applicants; willingness to learn.
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2w
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Client Specialist
Carmel or Dakota Dunes
OnsiteFull Time
Allied Solutions
Allied Solutions: Provides insurance and risk management services to financial institutions.
2+ YOEAssociate's+2–3 years or HS+4–5 years directly related experience; knowledge of SLA/contract terms, client management, data-driven monitoring, escalation and remediation; strong communication and analytical skills.
INFOR CRM, SmartSheet, SFTP, CLEAR
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3w
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Associate Client Engineer
Indianapolis, Indiana, United States
OnsiteFull Time
Allison Transmission
Allison TransmissionNYSE: ALSN: Manufacturer of automatic transmissions and vehicle propulsion solutions.
1+ YOE1–3 years supporting enterprise endpoints; foundational Windows endpoint and Microsoft 365 knowledge; exposure to Intune, Autopilot, Group Policy, MECM/SCCM; basic PowerShell; Microsoft certs (MD-102, MS-900) preferred.
Microsoft Intune, Group Policy, Autopilot, MECM, SCCM, Microsoft 365, PowerShell, MD-102, MS-900
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2d
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Associate Manager, Client Services
Indianapolis or United States
$95k-$115k/yr HybridFull Time
Precision AQ
Precision AQ: Provides commercialization and market access services for pharmaceutical companies.
4+ YOEBachelor's required (Masters/MBA preferred), ~4 years pharma/managed markets consulting experience, leadership and client-facing skills, proficiency with Microsoft Office and data tools, ability to travel 15-50%.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook, SQL, SAS, SPSS, Tableau, PowerBI
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2mo
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Client Service Associate - Wealth Management
Carmel, Indiana, United States
HybridFull Time
Shepherd Financial
Shepherd Financial: Provides retirement plan consulting and wealth management services to organizations.
3+ YOE3-5+ years in wealth management or financial services; undergraduate degree preferred; experience with custodians, Redtail CRM, Docusign; strong MS Office; knowledge of investment accounts; ability to manage multiple priorities; compliance with internal policies; start by 8:30 AM.
Redtail CRM, Docusign, Microsoft Office (Word, Excel, PowerPoint), Orion
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1mo
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Client Market Associate - Employee Benefits
Cleveland or Toledo or Fort Wayne or Indianapolis or Cincinnati or Columbus or Ann Arbor or Detroit
HybridFull Time
Hylant
Hylant: Full-service insurance brokerage and risk management firm.
High school diploma required; customer service experience preferred; familiarity with ERISA, HIPPA, and ACA; strong communication, organization, and attention to detail; obtain Life and Health insurance license within 90 days.
Microsoft Office
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2mo
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Work From Home - Client Services Associate
Carmel, Indiana, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Genuine desire to help others, strong communication, ability to work independently and in a team, and integrity in professional dealings.
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1w
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Client Support Specialist (US)
Indianapolis, Indiana, United States
RemoteFull Time
Elevance Health
Elevance HealthNYSE: ELV: Provides health insurance plans and integrated healthcare services.
6+ YOEAssociate's degree and minimum 6 years experience in client operations/account management/benefits administration or equivalent; strong multitasking, communication, problem-solving, and digital tool proficiency.
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1mo
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Commercial Lines Client Advisor
Indianapolis, Indiana, United States
OnsiteFull Time
Houchens Insurance Group
Houchens Insurance Group: Provides business insurance and employee benefits risk management services.
3+ YOE3+ years insurance experience, servicing commercial lines policies, renewal marketing, supervising 1-2 associates, and ability to hold or obtain applicable state insurance license and required insurance designations.
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2mo
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Client Special Arrangements Analyst - Legal Billing/Collections
Indianapolis or Wilmington or Cleveland or Chicago or Philadelphia or Columbus
$70k-$100k/yr OnsiteFull Time
Ice Miller
Ice Miller: Provides legal services to businesses and government entities.
2+ YOEAssociate or Bachelor in Accounting; law firm experience preferred; strong billing knowledge; proficient in Excel and billing systems; data-driven with attention to detail.
Microsoft Excel, Billing software, eBilling systems, Office productivity tools
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2mo
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Associate, Practice Development
Indianapolis, Indiana, United States
HybridFull Time
DMA
DMA: Provides corporate tax consulting and technology solutions for businesses
2+ YOEBachelor’s degree preferred; 0-2 years in client-facing business development; strong communication; CRM experience; authorized to work in the U.S.
Microsoft Office, Salesforce, HubSpot
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2w
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Tax Senior Associate
Indianapolis, Indiana, United States
OnsiteFull Time
Katz, Sapper & Miller
Katz, Sapper & Miller: Provides professional advisory, tax, audit, and consulting services.
Performs diversified accounting and tax assignments, prepares complex tax returns, meets client deadlines, participates in engagement planning, and mentors staff as needed.
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2w
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Operations Associate - Part Time
Indianapolis, Indiana, United States
$18-$21/hr OnsitePart Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1-2 years retail or client-focused experience; ability to lift up to 50 lbs, strong organizational and communication skills, punctual and available for peak retail hours.
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2mo
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Tax Senior Associate
Indianapolis or Batesville or Columbus or Greensburg or Martinsville or Seymour
HybridFull Time
Agresta, Storms & O'Leary
Agresta, Storms & O'Leary: Full-service accounting and advisory firm based in Indiana.
3+ YOE3–5 years public accounting tax experience; Bachelor’s in Accounting; CPA or licensure in progress; strong client-facing communication; ability to manage multiple engagements.
CCH Tax Software
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