1mo
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Wealth Management Client Services Associate
Peoria or Arizona or Colorado or Florida or Illinois or Indiana or Kansas or Missouri or New Mexico or Oklahoma or Texas
$21-$25/hr OnsiteFull Time
2+ YOEBachelor's in business or finance required, 2+ years financial services experience preferred, Wealth Management Specialist or Certified Wealth Strategist required within 1 year; strong communication, organizational, compliance knowledge, and proficiency with trust accounting systems and Microsoft Office/Outlook.
Trust Accounting systems, Microsoft Office, Microsoft Outlook
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 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
3w
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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.
3mo
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Student - Marketing/Client Services Associate (Merrillville, IN, US)
Merrillville, Indiana, United States
$12/hr OnsiteInternship
Strong communication, basic marketing/communications, customer service, and computer skills; reliable, mission-driven.
Canva, Mailchimp, Content scheduling tools, Microsoft Office, Google Workspace
3w
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Associate Director, Client Services
St. Petersburg or Dallas or Raleigh or Richmond or Detroit or Indianapolis or Minneapolis or St. Louis or Montpelier or Denver or Annapolis or Atlanta or Baton Rouge or Boston or Chicago
RemoteFull Time
8+ YOE8+ years in client services/account management in financial services; bachelor’s degree in marketing or business; strong analytical, communication, and project management skills; experience with CRM and loyalty platforms; ability to manage client relationships and teams.
3w
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Client Services Associate I (Personal Banker I), Kouts Banking Center, Kouts, IN
Kouts, Indiana, United States
OnsiteFull Time
3+ YOE3+ years retail banking experience with cash handling and vault/ATM balancing; strong customer service, sales and PC skills; ability to cross-sell and follow bank policies. College (1-3 years) preferred.
Microsoft Office
3w
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Advisor Development Program Client Associate
Terre Haute, Indiana, United States
OnsiteFull Time
Entry role in an advisor development program requiring securities licensing (SIE, Series 7 & 66 within 120 days), strong client service and sales mindset, Microsoft Suite proficiency, and excellent communication and relationship-building skills.
Microsoft Suite
4w
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Client Care Associate
North Manchester, Indiana, United States
$18-$20/hr OnsiteFull Time
High school diploma or equivalent, valid driver\u0002s license, ability to lift 50 lbs, strong verbal/written communication, attention to detail, customer service and computer skills; bachelor\u0002s degree preferred.
1mo
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Key Private Bank Client Relationship Associate
South Bend, Indiana, United States
$25-$38/hr HybridFull Time
3+ YOEBachelor's degree or equivalent experience; 3 years related work experience; strong client service and financial services knowledge.
Salesforce, Wealth Direction, Microsoft Office
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
1mo
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Client Service Associate
Evansville, Indiana, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent plus 1 year relevant experience; proficiency with Microsoft Office and basic math; strong organizational, written and verbal communication skills; life & health license preferred/obtainable within 30 days.
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
3w
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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.
3w
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Rehire Client Support Associate
Crawfordsville, Indiana, United States
OnsiteMultiple Commitments Available
0+ YOEStrong interpersonal and communication skills, basic computer proficiency, retail or customer service experience preferred but not required; PTIN certification noted for tax roles.
3w
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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.
1mo
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Client Service Associate - Commercial Insurance
Toledo or Fort Wayne
HybridFull Time
High school diploma or equivalent required; P&C or Life & Health license required or obtainable within 100 days; intermediate Microsoft Office skills (Excel, Word, PowerPoint, Outlook); strong communication and organizational skills; legally authorized to work in the U.S.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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
6d
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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
3mo
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Associate Director, Patient Services
Jeffersonville or Morrisville
OnsiteFull Time
6+ YOEMinimum 6 years of healthcare industry experience; experience leading client-facing project teams; ability to develop and implement patient service solutions; strong communication and leadership skills.
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