17 client services associate jobs at 8 companies in Angola, IN
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Client Service Associate
Auburn, Indiana, United States
OnsiteFull Time
1+ YOERequires a high school diploma, 1+ year in finance, banking, tax, or accounting, strong client service and communication skills, Microsoft Office proficiency, and Series 65 within 30–60 days after hire.
Microsoft Office
2mo
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Rehire Client Support Associate
Angola, Indiana, United States
OnsiteMultiple Commitments Available
Customer-service focused role; strong communication and interpersonal skills, basic computer proficiency, willingness to learn. PTIN certification required for tax preparer applicants; prior retail or customer service experience preferred but not required.
2mo
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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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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
1w
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Client Service Associate - Employee Benefits or Commercial Insurance
Toledo or Fort Wayne or Orlando or Indianapolis or Jacksonville or Cincinnati or Detroit or Columbus or Cleveland or Grand Rapids or Ann Arbor
HybridFull Time
High school diploma required; associate or bachelor's degree preferred. Requires P&C or Life & Health license or ability to obtain within 100 days, Microsoft Office skills, organization, communication, teamwork, and U.S. work authorization.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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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
1mo
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Associate Client Service Manager - Commercial Insurance
Fort Wayne, Indiana, United States
HybridFull Time
2+ YOEBachelor's in business/insurance/risk management (or equivalent),2+ years insurance client service experience,active Property & Casualty license,intermediate Microsoft Office skills,CIC or CRM encouraged.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2w
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Client Relations Specialist
Bristol, Indiana, United States
$65k-$85k/yr OnsiteFull Time
1+ YOEHigh school diploma or GED required; associate's or bachelor's degree in business or marketing preferred. Requires 1+ year sales or customer service experience, Microsoft 365 and Dynamics 365 proficiency, and strong communication skills.
Microsoft 365, Microsoft Dynamics 365
2w
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Tax Associate
Jackson or Battle Creek
OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, provide client service, communicate clearly, solve problems, use digital tools, and have a high school diploma or GED.
Copilot, ChatGPT
2w
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Tax Associate
Goshen or Battle Creek
OnsiteSeasonal, Part Time
High school diploma or equivalent, H&R Block Income Tax Course completion, client service experience, clear communication, problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
2w
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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
2w
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Tax Associate
Angola, Indiana, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, 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.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
Louisville or Fort Wayne
OnsiteFull Time, Seasonal
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.
Microsoft Copilot, ChatGPT
4d
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Part Time (30 Hours) Associate Banker, Indiana and SR19, Elkhart, IN
Elkhart, Indiana, United States
OnsitePart Time
Requires client service or comparable experience and a high school diploma or GED. Cash handling and ability to learn banking products, services, procedures, and technology solutions are valued.
Chase Mobile App, Chase.com, ATMs
21h
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Part Time (30 Hours) Associate Banker, Kendallville Branch, Kendallville, IN
Kendallville, Indiana, United States
OnsitePart Time
High school diploma or GED, client service or comparable experience, clear communication, relationship-building, issue resolution, and ability to learn banking products and procedures.
Chase Mobile App, Chase.com, ATMs
1w
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Associate Relationship Banker - Pine Valley - Ft. Wayne, IN
Fort Wayne, Indiana, United States
OnsiteFull Time
1+ YOERequires a high school diploma, GED, or equivalent; strong communication and client service skills; ability to work weekends and evenings. One year of related sales experience is preferred.
Chase Mobile App, Chase.com, ATMs, National Mortgage Licensing System and Registry (NMLS)
2mo
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Career Advisor/PATH Program
Howell or Hillsdale County or Jackson County or Lenawee County or Livingston County or Washtenaw County
$19-$25/hr OnsiteFull Time
2+ YOEAssociate's degree + 2 years in human services or case management required (Bachelor's preferred). Knowledge of WIOA/PATH/FAE&T and program eligibility, case management, client assessment, program enrollment, and travel between service centers.
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