36 client associate jobs at 24 companies in Marion, IN
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Client Associate
Carmel, Indiana, United States
OnsiteFull Time
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.
Heritage Vet Partners: Management partner and consolidator for veterinary practices.
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.
Aaron Wealth Advisors: Independent wealth management firm for high-net-worth families.
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.
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.
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
Cleveland or Toledo or Fort Wayne or Indianapolis or Cincinnati or Columbus or Ann Arbor or Detroit
HybridFull Time
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.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
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.
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 organization and communication, availability for nights, weekends, and holidays.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1-2 years retail or client-facing experience, strong organizational and communication skills, ability to lift up to 50 pounds, reliable attendance and availability for nights/weekends/holidays.
A Day After Day Home Care Agency: Provides non-medical in-home care services for seniors and disabled.
CPR and First Aid certification, TB test and background check required; may require driver’s license and vehicle insurance when transporting clients; ability to perform personal care, lifting and mobility assistance; on-the-job training provided.
Part Time Associate Banker Indiana North (30 Hours)
Fort Wayne, Indiana, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Deliver attentive client service, open accounts, assist with transactions, use digital banking tools, and perform branch operations; high school diploma/GED and client service experience preferred.
Glow Brands: Operates tanning, fitness, and wellness retail franchises.
Customer service and basic computer skills; ability to meet minimum sales requirements, engage clients, perform light cleaning and lifting, and work flexible schedules.
Indianapolis or Fort Wayne or Chicago or Grand Rapids or Columbus or Oak Brook Terrace
$73k-$144k/yrOnsiteFull Time
Crowe: Global professional services firm providing audit, tax, and consulting.
3+ YOEBachelor’s in Accounting; CPA or eligibility; 3+ years public accounting/tax; experience with ASC 740, FIN 48, multi-state taxation; strong client service and communication.
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$63k-$219k/yrRemoteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
4+ YOEMinimum 4 years Workfront admin/consultancy experience, 2 years Workfront implementation experience, Bachelor's degree or equivalent, Adobe Experience Cloud certifications desirable, Workfront Fusion experience and client advisory/configuration skills.
Alter Domus: Provides administrative and accounting services for alternative investment funds.
4+ YOEBachelor's degree preferred, 4+ years finance experience, CLO and waterfall modeling knowledge, loan operations familiarity, Excel and Bloomberg proficiency, supervisory and client communication skills.
Boston or Carmel or Chicago or Lambertville or North Carolina or Pennsylvania or United States
$110k-$125k/yrHybridFull Time
Real Chemistry: Provides marketing and communication services for healthcare companies.
Experience in medical education or related field, managing medical writers/strategists, direct client interactions, deep understanding of healthcare/pharma, strong academic record, presentation and relationship skills.
Personal Banker (Client Services Associate), East State Banking Center, Fort Wayne, IN
Fort Wayne, Indiana, United States
OnsiteFull Time
1st SourceNASDAQ: SRCE: Provides commercial and consumer banking and wealth management services.
Customer-service and sales-oriented retail banking role; proficiency in Microsoft Word and Excel; attention to detail, good written/verbal communication, and ability to handle multiple tasks. Four+ years retail banking experience preferred.
Carmel or Indianapolis or Indiana or Kentucky or Ohio
$85k-$100k/yrHybridFull Time
Isaacs & Isaacs: Law firm providing legal representation for personal injury victims.
3+ YOEIndiana bar required, 3 years litigation experience (1 year personal injury required), BBR: strong legal writing, research, oral advocacy, case management, and client communication skills.
Hospital Medical Leader (DVM) and/or Experienced Associate Veterinarian
Noblesville, Indiana, United States
OnsiteFull Time
PetcoNasdaq: WOOF: Pet specialty retailer of supplies, food, and veterinary services.
Licensed veterinarian capable of providing routine and complex procedures, leading clinical teams, using modern diagnostic tools, and delivering high-quality patient and client care.
Hensley Legal Group: Provides legal representation for personal injury and disability claims.
2+ YOEParalegal with high school diploma required; associate or bachelor degree preferred; prior personal injury litigation experience preferred; strong organization, deadlines, and client communication.
Case Management Software, Microsoft Office Suite, Discovery Tools