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.
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.
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
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.
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
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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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
3d
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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.
1w
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Senior Associate, Business Tax Services
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOEMinimum 2 years corporate tax experience; knowledge of corporate taxation, consolidations, partnerships and ASC 740; strong advisory, communication and client-management skills; bachelor's degree or equivalent.
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.
1mo
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Laboratory Coordinator, Client Services
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOEAbility to meet CLIA-88 guidelines for moderate complexity testing, 2+ years lab experience, knowledge of pre/post-analytical phases, lab equipment, QC, documentation, and training; Associate's in Medical Laboratory Technology preferred.
1mo
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Laboratory Coordinator, Client Services
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOEMust meet CLIA-88 guidelines for moderate complexity testing, 2+ years lab experience, associate degree in medical laboratory technology preferred, knowledge of pre/post-analytical phases, equipment maintenance, QC, data entry, and training duties.
2mo
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Audit Senior Associate - Financial Services
Columbus or Chicago or Cleveland or Oak Brook Terrace or Grand Rapids or South Bend or Indianapolis
$71k-$140k/yr HybridFull Time
2+ YOE2+ years external audit experience; financial services focus; CPA certification in home state preferred; strong leadership and client-facing skills; willing to travel
Audit software
2mo
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Associate Director – Construction Tax Services
Cincinnati or Lexington or Louisville or Raleigh or Fort Wright or Indianapolis or West Chester
OnsiteFull Time
10+ YOECPA required; Bachelor's in accounting/finance; 10+ years tax experience in construction/real estate; leadership and business development; strong client relationships and mentoring.
CaseWare, CCH Fixed Assets, CCH Axcess Tax, CCH Workstream, CCH Billing and Invoice, Tax Research Software, SafeSend, ShareFile, QuickBooks, Power BI, Microsoft Office
2w
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Full Time (40 Hours) Associate Banker, Tillotson Square Branch, Muncie, IN
Muncie, Indiana, United States
OnsiteFull Time
Provide attentive branch client service, open and service accounts, handle cash transactions, use digital banking tools, high school diploma or GED, client service experience required.
Chase Mobile App, Chase.com
1w
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Managed Services - BI Engineer - Senior Associate
Phoenix or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Cincinnati or Cleveland or Columbia or Kansas City or Columbus or Dallas or Las Vegas or Little Rock or Baltimore or Richmond or Louisville or Sacramento or Birmingham or St. Louis or Salt Lake City or San Antonio or Albany or Tampa or Toledo or Atlanta or Tulsa or Austin or Miami or Milwaukee or Minneapolis or Denver or Des Moines or Nashville or Detroit or New Orleans or Buffalo or Oklahoma City or Fort Worth or Greensboro or Pittsburgh or Houston
$77k-$202k/yr OnsiteFull Time
2+ YOEBachelor's degree, minimum 2 years experience; experience with BI tools, data pipelines, Python/Java and analytics; strong critical thinking and client communication.
Oracle Business Intelligence, QlikView, Spotfire, BIRT, Python, Java
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