163 client relationship jobs at 80 companies in Plainfield, IN
2w
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Client Relationship Manager
Akron or Cincinnati or Indianapolis or Columbus or Kentucky
$65k-$90k/yr FieldFull Time
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.
Salesforce
1d
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Client Relationship Manager III
Indianapolis, Indiana, United States
$67k-$101k/yr HybridFull Time
Strategic client-facing role requiring operational expertise, leadership, data and financial analysis, excellent communication, and experience managing complex national client relationships.
15h
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REMOTE Client Relationship Analyst
Westfield or United States
$65k-$85k/yr RemoteFull Time
Capture and document client servicing requirements, perform loan portfolio analysis, prepare investor materials, support transfers, and coordinate client communications. Strong Excel, PowerPoint, and communication skills required.
Microsoft PowerPoint, Microsoft Excel, Visual Basic for Applications, MortgageServ, Fiserv
2mo
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Registered Client Relationship Analyst
Indianapolis, Indiana, United States
OnsiteFull Time
High school diploma required (college preferred). Detail-oriented, strong Microsoft Office skills, client service experience preferred, willingness to obtain Series 7 and Series 66 or Series 63 and 65 licenses.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2mo
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Client Relationship Executive - RCMS Managed Services
Kansas City or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Chicago or Cincinnati or Cleveland or Dallas or Las Vegas or Little Rock or Los Angeles or Baltimore or Louisville or Boston or St. Louis or Salt Lake City or San Diego or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Austin or Washington or Miami or Milwaukee or Denver or Nashville or Detroit or New Orleans or Florham Park or New York or Oklahoma City or Fort Worth or Orlando or Greensboro or Philadelphia or Phoenix or Hartford or Pittsburgh or Houston
$123k-$424k/yr OnsiteFull Time
8+ YOEHigh school diploma and 8 years of sales, marketing, or PwC experience; experience building client relationships, leading projects, mentoring teams, and selling professional services; executive presence and thought leadership.
2w
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Client Relationship Manager - Financial Services
Indianapolis, Indiana, United States
$28-$32/hr OnsiteFull Time
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
4w
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Voluntary Benefits Client Relationship Management
Chicago or St. Louis or Chicago or Indianapolis or Minneapolis or Milwaukee
$119k-$238k/yr HybridFull Time
5+ YOEBachelor's degree, 5+ years consultant/client management experience, voluntary benefits subject-matter expertise, life/health license (or ability to obtain), strong financial acumen and communication skills.
2mo
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Registered Client Relationship Analyst
Indianapolis, Indiana, United States
OnsiteFull Time
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.
Microsoft Office
4d
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Client Relationship Manager II
Carmel, Indiana, United States
OnsiteFull Time
2+ YOEBachelor's degree and 2 years related experience (or equivalent combinations), strong teamwork and communication skills, experience with customer account management and analytics.
5d
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Client Relationship Representative Reserve
Westfield, Indiana, United States
OnsiteFull Time
1+ YOEHigh school diploma, 6 months sales experience, 1 year sales/banking experience, extensive daily travel within region, S.A.F.E. Act (NMLS) registration within 3 months, ability to obtain Notary Public.
5d
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Client Relationship Officer - Commercial Admin Total Bank
Carmel, Indiana, United States
OnsiteFull Time
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.
Microsoft Office
2w
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Relationship Banker
Columbus, Indiana, United States
$17-$30/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, minimum one year relationship-based client consultation or consultative sales experience; NMLS registration eligible or current; strong communication and consultative skills.
2mo
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Relationship Banker - Indianapolis Market
Indianapolis, Indiana, United States
OnsiteFull Time
Engage clients, process cash transactions, and connect clients to financial solutions; strong communication and relationship skills; cash handling and self-service advice experience preferred.
1mo
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Client Manager
Indianapolis, Indiana, United States
OnsiteFull Time
5+ YOEBachelor's degree and minimum 5 years client management experience; experience with utilities/T-line contractors preferred; strong communication, analytical, and relationship-building skills; ability to manage multiple projects.
1mo
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Relationship Manager I - Business Banking
Indianapolis or Camby
OnsiteFull Time
3+ YOEBachelor's degree (or equivalent), 3+ years relevant industry experience, client relationship management, credit analysis, sales and risk management skills, business acumen and strong communication.
3mo
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Commercial Banking Relationship Manager
Fishers or Fort Wayne or Muncie or South Bend
OnsiteFull Time
6+ YOECommercial relationship management experience, portfolio management, sales and cross-selling; 6-8 years preferred; bachelor’s in Business/Finance/Economics/Marketing preferred; strong client relationships and risk awareness.
Microsoft Office, CRM software
1w
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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)
3w
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Business Banking Relationship Manager II
Indianapolis, Indiana, United States
OnsiteFull Time
5+ YOE5+ MgmtBachelor's degree or equivalent experience; minimum 5 years sales experience and 5 years managing business/commercial relationships preferred; formal credit training; proficiency with financial analysis and client relationship management.
Microsoft Office, Customer Relationship Management (CRM)
1mo
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Client Manager, Employee Benefits
Carmel, Indiana, United States
OnsiteFull Time
5+ YOEManage client onboarding, benefits implementation, vendor relationships, compliance and renewals; Life & Health license required upon hire; bachelor’s degree preferred; 5+ years client-facing experience preferred; strong project management and Microsoft Office skills.
Knovio, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Agency Management System, Document Management System, BenefitPoint
2mo
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Private Banking Relationship Manager - Indianapolis
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOEManage private banking relationships with affluent clients; achieve sales and revenue goals while delivering tailored financial solutions.