325 client relationship jobs at 129 companies in Indiana
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Client Relationship Manager
Akron or Cincinnati or Indianapolis or Columbus or Kentucky
$65k-$90k/yrFieldFull Time
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
Client relationship management experience, comfortable presenting to groups and C-suite, ability to work flexible hours, active Series 6, 63 and SIE and state life & health licenses (or obtain within first year), valid driver\u000fs license.
Chicago or Little Rock or Baton Rouge or New Orleans or Nashville or Mobile or Birmingham or Tampa or Miami or Orlando or Jacksonville or Savannah or Atlanta or Georgia or North Carolina or South Carolina or Florida or Texas or Arizona or California or Colorado or Minnesota or Illinois or Indiana or Iowa or Wisconsin or Michigan or United States
$100k-$157k/yrRemoteFull Time
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance products and services.
6+ YOE6+ years in defined contribution client relationship management; FINRA Series 6 or 7 and 63 required; bachelor’s degree; strong client management, negotiation, presentation, and critical thinking skills; travel 25–40%.
Cox Enterprises: Providing global communications, automotive services, and media solutions.
2+ YOEBachelor’s degree and 2 years related experience (or equivalent combination); strong analytical, communication, and customer relationship skills; pre-employment drug test and US work authorization required.
Provide client communication, meeting scheduling, preparation, CRM updates, and administrative support. Requires strong communication, organization, and proficiency with Microsoft Office and scheduling tools.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, Zoom, Calendly, CRM, Co-Pilot
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High School Diploma required; college degree preferred; willingness to obtain Series 7, Series 66, Series 63, and Series 65; strong Microsoft Office and client service skills.
Cox Fleet: Provides nationwide mobile fleet maintenance and repair services.
2+ YOEBachelor's degree and 2 years related experience (or equivalent combinations), strong teamwork and communication skills, experience with customer account management and analytics.
First MerchantsNASDAQ: FRME: Provides commercial, consumer, and wealth management banking services.
1+ YOEHigh school diploma, 6+ months selling experience, 1+ year sales/banking or related experience, ability to travel daily within region, SAFE Act (NMLS) registration within 3 months, ability to obtain Notary Public, strong multitasking and product knowledge.
Client Relationship Consultant 2 (Banker) East Main, IN Office
Richmond, Indiana, United States
$20-$23/hrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOEHigh school diploma or equivalent; 3–4 years retail banking experience; NMLS registration required; strong client relationship, communication, and digital product skills.
Client Relationship Officer - Commercial Admin Total Bank
Carmel, Indiana, United States
OnsiteFull Time
WesBancoNasdaq: WSBC: Regional bank providing personal, business, and investment services.
2+ YOEHigh school diploma or GED required; Bachelor’s in Business Administration preferred; minimum 2 years relevant banking experience; proficiency with Microsoft Office and banking systems.
Old National Bank: Provides personal and business banking and wealth management services.
1+ YOEHigh school diploma/GED, minimum 1 year relationship-based client consultation or consultative sales experience; banking experience and NMLS registration required for advanced level; ability to meet sales and service targets.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients, process cash transactions, and connect clients to financial solutions; strong communication and relationship skills; cash handling and self-service advice experience preferred.
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
Proven experience leading client relationships in wealth management, expertise in investment operations and account administration, strong attention to compliance/documentation, and familiarity with custodians, CRM and portfolio platforms.
Alliance Bank: Community bank providing personal and commercial financial services.
0+ YOEHigh school diploma or equivalent, no prior experience required (customer service preferred). Cash-handling, client relationship skills, attention to detail, and the ability to travel between branches as needed.
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOE2+ MgmtExperience managing hourly employees, driver\u007Fs license required, proficiency with Microsoft Office and BI tools, ability to manage accounts, budgets, and client relationships.
Microsoft Office, Business Intelligence Platform, AI technology
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOEBachelor's degree with 5+ years industry experience preferred; skills in client relationship management, credit analysis, sales prospecting, and risk management.
Team Select Home Care: Specialized in-home nursing and care for medically complex patients.
1+ YOE1+ MgmtManage client caseloads, staffing, recruiting, scheduling, and care coordination; high school diploma required; 1+ year management experience in healthcare preferred; Microsoft Office proficiency.
Microsoft Outlook, Microsoft Excel, Microsoft Word