1w
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Client Associate
Carmel, Indiana, United States
OnsiteFull Time
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
4w
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Client Service Associate
Indianapolis, Indiana, United States
$50k-$65k/yr OnsiteFull Time
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.
1mo
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Advisor Development Program Client Associate
Terre Haute, Indiana, United States
OnsiteFull Time
Entry role in an advisor development program requiring securities licensing (SIE, Series 7 & 66 within 120 days), strong client service and sales mindset, Microsoft Suite proficiency, and excellent communication and relationship-building skills.
Microsoft Suite
1mo
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Client Success Senior Associate
Charlotte or Indianapolis or Tempe
OnsiteFull Time
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
1mo
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Client Care Associate
North Manchester, Indiana, United States
$18-$20/hr OnsiteFull Time
High school diploma or equivalent, valid driver\u0002s license, ability to lift 50 lbs, strong verbal/written communication, attention to detail, customer service and computer skills; bachelor\u0002s degree preferred.
1w
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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
3mo
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Client Service Senior Associate
Carmel, Indiana, United States
$90k-$100k/yr OnsiteFull Time
4+ YOE4+ years in client service within RIA/multi-family/single family office; bachelor’s degree; proficient with Microsoft Office; Salesforce CRM preferred; strong communication and collaboration.
Microsoft Office, Salesforce CRM
4w
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Rehire Client Support Associate
Crawfordsville, Indiana, United States
OnsiteMultiple Commitments Available
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.
4w
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Rehire Client Support Associate
Angola, Indiana, United States
OnsiteMultiple Commitments Available
Customer-service focused role; strong communication and interpersonal skills, basic computer proficiency, willingness to learn. PTIN certification required for tax preparer applicants; prior retail or customer service experience preferred but not required.
1w
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Client Specialist
Carmel or Dakota Dunes
OnsiteFull Time
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
2w
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Associate Client Engineer
Indianapolis, Indiana, United States
OnsiteFull Time
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
2mo
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Client Service Associate - Wealth Management
Carmel, Indiana, United States
HybridFull Time
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
3w
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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
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
1mo
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Wealth Management Client Services Associate
Peoria or Arizona or Colorado or Florida or Illinois or Indiana or Kansas or Missouri or New Mexico or Oklahoma or Texas
$21-$25/hr OnsiteFull Time
2+ YOEBachelor's in business or finance required, 2+ years financial services experience preferred, Wealth Management Specialist or Certified Wealth Strategist required within 1 year; strong communication, organizational, compliance knowledge, and proficiency with trust accounting systems and Microsoft Office/Outlook.
Trust Accounting systems, Microsoft Office, Microsoft Outlook
1mo
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Registered Client Service Associate
Valparaiso, Indiana, United States
OnsiteFull Time
1+ YOEHigh School diploma or equivalent; 1+ year securities industry or related experience preferred; SIE, Series 7; Series 63/65/66 as required by state.
CRM software, Excel, office software
1d
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Work From Home - Client Services Associate
Fort Wayne, Indiana, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and in a team, integrity and desire to help families; remote work capability and Zoom for interviews.
Zoom
4d
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Client Manager Associate, Select Market (Central)
Chicago or Indiana or Michigan or Ohio or Illinois
$42k-$69k/yr HybridFull Time
3+ YOE3-5 years industry experience (sales preferred), BA/BS preferred or equivalent, strong consultative/sales skills, group insurance knowledge, Microsoft Office and Salesforce proficiency, excellent communication and analytical ability.
Microsoft Excel, Word, PowerPoint, Microsoft Access, Salesforce, CPS, Panorama
5d
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Client Support Specialist (US)
Indianapolis, Indiana, United States
RemoteFull Time
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.
1mo
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Commercial Lines Client Advisor
Indianapolis, Indiana, United States
OnsiteFull Time
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.
3mo
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Student - Marketing/Client Services Associate (Merrillville, IN, US)
Merrillville, Indiana, United States
$12/hr OnsiteInternship
Strong communication, basic marketing/communications, customer service, and computer skills; reliable, mission-driven.
Canva, Mailchimp, Content scheduling tools, Microsoft Office, Google Workspace
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