2w
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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
7h
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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
1d
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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
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
1mo
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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.
3mo
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Wealth Management Client Associate- Bloomington, IN
Bloomington, Indiana, United States
OnsiteFull Time
Customer-focused, motivated self-starter with ability to learn and adapt to new technology; strong client service orientation.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
3w
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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
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
2mo
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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.
1w
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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.
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
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
2mo
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Associate, Practice Development
Indianapolis, Indiana, United States
HybridFull Time
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
3mo
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Sales Associate
Indianapolis, Indiana, United States
$50k-$60k/yr HybridFull Time
0+ YOEDrive B2B outbound sales, book 4+ qualified appointments weekly, build long-term client relationships, manage CRM, hit activity targets.
CRM, Salesforce
1w
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Tax Senior Associate
Indianapolis, Indiana, United States
OnsiteFull Time
Performs diversified accounting and tax assignments, prepares complex tax returns, meets client deadlines, participates in engagement planning, and mentors staff as needed.