23 client services associate jobs at 17 companies in Marion, IN
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Work From Home - Client Services Associate
Fort Wayne, Indiana, United States
RemoteFull Time
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, ability to work independently and in a team, integrity and desire to help families; remote work capability and Zoom for interviews.
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
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.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
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)
Heritage Vet Partners: Management partner and consolidator for veterinary practices.
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.
Allied Solutions: Provides insurance and risk management services to financial institutions.
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.
Shepherd Financial: Provides retirement plan consulting and wealth management services to organizations.
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
Cleveland or Toledo or Fort Wayne or Indianapolis or Cincinnati or Columbus or Ann Arbor or Detroit
HybridFull Time
Hylant: Full-service insurance brokerage and risk management firm.
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.
Part Time Associate Banker Indiana North (30 Hours)
Fort Wayne, Indiana, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Deliver attentive client service, open accounts, assist with transactions, use digital banking tools, and perform branch operations; high school diploma/GED and client service experience preferred.
Personal Banker (Client Services Associate), East State Banking Center, Fort Wayne, IN
Fort Wayne, Indiana, United States
OnsiteFull Time
1st SourceNASDAQ: SRCE: Provides commercial and consumer banking and wealth management services.
Customer-service and sales-oriented retail banking role; proficiency in Microsoft Word and Excel; attention to detail, good written/verbal communication, and ability to handle multiple tasks. Four+ years retail banking experience preferred.
A Day After Day Home Care Agency: Provides non-medical in-home care services for seniors and disabled.
CPR and First Aid certification, TB test and background check required; may require driver’s license and vehicle insurance when transporting clients; ability to perform personal care, lifting and mobility assistance; on-the-job training provided.
Glow Brands: Operates tanning, fitness, and wellness retail franchises.
Customer service and basic computer skills; ability to meet minimum sales requirements, engage clients, perform light cleaning and lifting, and work flexible schedules.
Indianapolis or Fort Wayne or Chicago or Grand Rapids or Columbus or Oak Brook Terrace
$73k-$144k/yrOnsiteFull Time
Crowe: Global professional services firm providing audit, tax, and consulting.
3+ YOEBachelor’s in Accounting; CPA or eligibility; 3+ years public accounting/tax; experience with ASC 740, FIN 48, multi-state taxation; strong client service and communication.
Hospital Medical Leader (DVM) and/or Experienced Associate Veterinarian
Noblesville, Indiana, United States
OnsiteFull Time
PetcoNasdaq: WOOF: Pet specialty retailer of supplies, food, and veterinary services.
Licensed veterinarian capable of providing routine and complex procedures, leading clinical teams, using modern diagnostic tools, and delivering high-quality patient and client care.
Aspire Indiana Health: Provides integrated primary medical, behavioral, and recovery health services.
1+ YOEHigh school diploma, 1+ year service experience, current driver's license, able to transport clients, TB test and background checks required; associates/bachelors in related field preferred.
Indianapolis or Lebanon or Greenwood or Terre Haute or Carmel or Greenfield or Avon
$60k-$65k/yrHybridFull Time
TRIMEDX: Clinical asset management and medical equipment maintenance services.
2+ YOE2+ years professional client services experience, financial/data analysis skills, strong Microsoft Excel (required) and Access (desired), associates degree required (bachelor's preferred in finance, math, business, or economics), strong communication and analytical skills.
Odyssey Behavioral Healthcare: Operates specialized residential and outpatient behavioral health treatment facilities.
Indiana RN or LPN license required, associate degree or higher in nursing, valid driver license and vehicle insurance, clinical experience preferred (1 year hospital/psychiatric preferred), competency in medication administration, assessment, documentation, and client support.