108 client associate jobs at 59 companies in Martinsville, IN
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Client Associate
Carmel, Indiana, United States
OnsiteFull Time
2+ YOEBA/BS degree and 2-5 years of financial-industry client service experience preferred. Series 7 and 66, or Series 7, 65, and 63, strongly preferred.
Concur, Microsoft Office, Microsoft Excel, Microsoft PowerPoint
2w
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Senior Client Associate
Carmel, Indiana, United States
OnsiteFull Time
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)
1mo
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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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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
2w
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Part Time Client Associate - Keystone IN
Indianapolis, Indiana, United States
$14-$15/hr OnsitePart Time
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
1mo
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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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Client Service Associate
Bloomington, Indiana, United States
OnsiteFull Time
High school diploma or equivalent required. Securities industry or related work experience preferred. Requires CRM software and Microsoft Excel proficiency, strong communication, organization, research, problem-solving, and customer service skills.
Client Relationship Management (CRM) software, Microsoft Excel
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Wealth Management Client Associate
Indianapolis, Indiana, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent, at least 1 year of experience, client service and communication skills, adaptability, and proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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Wealth Management Client Associate
Indianapolis, Indiana, United States
OnsiteFull Time
High school diploma/GED, client-focused mindset, strong work ethic, adaptability, communication, and technology skills; finance credentials and industry knowledge preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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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.
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Client Service Associate - NR
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOEPerform clerical account opening and maintenance, administrative support, familiarity with brokerage industry, strong customer service, 2 years clerical experience, high school diploma, proficiency in Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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Client Service Associate - NR
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOE2 years clerical/industry experience, high school diploma or equivalent, administrative and customer service skills, knowledge of office procedures and securities industry basics.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Rehire Client Support Associate
Crawfordsville, Indiana, United States
OnsiteMultiple Commitments Available
0+ YOEStrong interpersonal and communication skills, basic computer proficiency, retail or customer service experience preferred but not required; PTIN certification noted for tax roles.
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Client Specialist
Carmel, Indiana, United States
OnsiteFull Time
2+ YOERequires an associate degree and 2–3 years of directly related experience, or a high school diploma and 4–5 years of directly related experience. Strong client management and risk monitoring skills required.
Key Performance Indicators (KPI), CLEAR, INFOR CRM, Smartsheet, CenterPoint, My Insurance Info.Com, SFTP
1mo
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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
2w
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Associate Manager, Client Services
Indianapolis or United States
$95k-$115k/yr HybridFull Time
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
2d
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Client Relationship Marketing Associate Director
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yr RemoteFull Time
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
Salesforce, Gen AI
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
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
3mo
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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
3mo
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Work From Home - Client Services Associate
Carmel, Indiana, United States
RemoteFull Time
Genuine desire to help others, strong communication, ability to work independently and in a team, and integrity in professional dealings.