34 client associate jobs at 19 companies in Mishawaka, IN
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Registered Wealth Management Client Associate
Portage, Michigan, United States
OnsiteFull Time
1+ YOESupports Financial Advisors by providing client service, executing operational tasks, and maintaining regulatory compliance; requires SIE, Series 7 and Series 66 (or 63/65), and 1 year experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Registered Wealth Management Client Associate
Portage, Michigan, United States
OnsiteFull Time
Holds or will obtain FINRA SIE, Series 7 and Series 66 (63+65 accepted), advanced investment product knowledge, strong client service, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Program Specialist
South Bend, Indiana, United States
HybridFull Time
3+ YOE3+ years accounting or project management experience preferred; associate's degree or higher (preferably accounting); strong Excel, NetSuite/Planview experience; accurate data entry and accounting knowledge required.
NetSuite, Planview AdaptiveWork, Microsoft Excel
1mo
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Client Service Representative
Mishawaka, Indiana, United States
OnsiteFull Time
Associate degree required, strong PC and Microsoft Office skills, excellent written/verbal communication, problem-solving, ability to manage multiple priorities; CRM experience and 2+ years in financial services preferred.
Microsoft Bookings, Microsoft Teams, Outlook Calendar, Microsoft Word, Microsoft Office Suite, Client Relationship Management (CRM), Schwab, Fidelity, Docusign
4d
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Tax Associate
Elkhart or Battle Creek
OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
2mo
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Wealth Management Associate
St. Joseph or Grand Rapids
$60k-$70k/yr HybridFull Time
Undergraduate degree or equivalent experience required; 1-3 years wealth management experience preferred. Strong communication, detail orientation, client service, financial analysis, and willingness to obtain Series 65/CFP.
2w
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Audit Senior Associate - Commercial Services
Indianapolis or Chicago or Grand Rapids or South Bend or Columbus or Oakbrook Terrace
$71k-$140k/yr HybridFull Time, Seasonal
2+ YOE2+ years external audit experience, ability to supervise staff, meet CPA education requirement for home state, travel to client sites, work additional hours, and authorize work eligibility in the U.S.
3w
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Federal Tax Associate (Fall 2027/Winter 2028)
Mishawaka, Indiana, United States
$62k-$74k/yr OnsiteFull Time
Bachelor's in accounting or business, coursework to sit for CPA or licensed JD/Enrolled Agent, strong communication and organizational skills, client service experience preferred.
1w
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Part Time (30 Hours) Associate Banker, Stevensville Branch, Stevensville, MI
Stevensville, Michigan, United States
OnsitePart Time
Provide attentive client service, open and service accounts, handle transactions, learn product and procedures, and work with branch technology; high school diploma/GED required; client service experience preferred.
Chase Mobile App, Chase.com, ATM, tablet
1w
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Associate Principal, Stars Consulting Center of Excellence
Chicago or Boston or South Bend or United States
$145k-$200k/yr RemoteFull Time
10+ YOE10+ years in government-sponsored healthcare (Medicare Advantage/Medicaid), accountable for Stars/HEDIS performance, bachelor's degree, deep HEDIS/Stars expertise, Excel/SQL proficiency, executive consulting and client leadership experience.
Microsoft Excel, SQL, Microsoft PowerPoint, Hyperlift
15h
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Senior Associate Consultant | South Bend or Indianapolis, IN
Indianapolis or South Bend or Kent or United States or Canada
OnsiteFull Time
8+ YOEFour-year degree in a relevant environmental field, 8+ years of ecological consulting experience, environmental regulations knowledge, driver's license, restoration design, construction oversight, project management, and client networking.
GPS
1mo
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Key Private Bank Team Lead Associate
South Bend or Indianapolis or Toledo
$69k-$105k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years related experience, strong client service and organizational skills, knowledge of financial products, credit/fiduciary acumen, Microsoft Office proficiency, BSA/AML understanding, discretion with sensitive information.
Wealth Direction, KeyPad, Salesforce, Microsoft Office
1mo
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Registered Branch Associate - La Porte, IN
La Porte, Indiana, United States
OnsiteFull Time
High school diploma required (bachelor's preferred). Series 7 and Series 66 required (may be obtained during study period). FINRA registrations and state insurance licenses required; strong problem solving, critical thinking, attention to detail, and client relationship skills.
1w
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Personal Banker (Client Services Associate), LaCrosse Banking Center, LaCrosse, IN
LaCrosse, Indiana, United States
OnsiteFull Time
4+ YOEFour or more years of retail banking experience preferred; customer service and sales orientation, Microsoft Word and Excel proficiency, communication skills, attention to detail, and ability to handle multiple tasks.
Microsoft Word, Microsoft Excel, PC, fax, phone
1w
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Associate Veterinarian - Large Animal
Goshen, Indiana, United States
OnsiteFull Time
Provide large-animal veterinary services including production medicine, reproductive and surgical services, ultrasound, and client communication for dairy and beef operations.
Dairy Comp 305, PCdart, VaDia
1mo
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Residential (Behavioral) Specialist
Valparaiso, Indiana, United States
$19/hr OnsiteFull Time
Associates or bachelor's in social work/psychology or related required; valid driver's license required; experience with the population preferred; ability to complete EMR documentation and provide direct client care.
Electronic Medical Records (EMR)
1mo
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Psychiatric Technician
Valparaiso, Indiana, United States
OnsiteFull Time
CPR and CPI required (employer will provide if needed), ANSA/NOMS certification required, bachelor\u0002s preferred (associates plus experience considered); conducts therapeutic groups and documents client behavior.
1mo
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Employee Relationship Manager - Financial Wellness Solutions
Mishawaka, Indiana, United States
OnsiteFull Time
4+ YOEDelivers financial wellness programs, acquires and deepens client relationships, manages portfolios, and generates consumer acquisition through proactive outreach; typically requires an associate degree and 4+ years related experience.
Edge
1w
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Account Manager II
Plymouth, Indiana, United States
$50k-$60k/yr HybridFull Time
3+ YOEAssociate degree required, 3+ years client service or industry experience, P&C insurance license (obtainable within 30 days), proficiency with Microsoft Word/Excel/Outlook, strong analytical and communication skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Career Navigator
South Bend, Indiana, United States
$44k/yr OnsiteFull Time
1+ YOEValid driver’s license, 1+ years relevant experience in workforce development/case management, strong written/verbal skills, associate or bachelor’s preferred, knowledge of data privacy, ability to build trust with justice-involved clients.
Caseworthy