66 client services associate jobs at 37 companies in New Castle, IN
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Associate Manager, Client Services
Indianapolis or United States
$95k-$115k/yr HybridFull Time
4+ YOEBachelor's required (Masters/MBA preferred), ~4 years pharma/managed markets consulting experience, leadership and client-facing skills, proficiency with Microsoft Office and data tools, ability to travel 15-50%.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook, SQL, SAS, SPSS, Tableau, PowerBI
3mo
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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 degree and 2-5 years of financial-industry client service experience preferred. Series 7 and 66, or Series 7, 65, and 63, strongly preferred.
Concur, Microsoft Office, Microsoft Excel, Microsoft PowerPoint
1mo
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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.
2w
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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)
1w
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Wealth Management Client Associate
Indianapolis, Indiana, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent, at least 1 year of experience, client service and communication skills, adaptability, and proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Wealth Management Client Associate
Indianapolis, Indiana, United States
OnsiteFull Time
High school diploma or equivalent; client service focus, strong communication, judgment, adaptability, attention to detail, computer skills, and willingness to learn. Investment industry knowledge and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4w
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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
2w
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Part Time Client Associate - Keystone IN
Indianapolis, Indiana, United States
$14-$15/hr OnsitePart Time
1+ year client-services experience; proficient with POS and Microsoft Applications; strong written and verbal communication; ability to work weekends, evenings, and holidays; able to perform retail physical tasks.
Microsoft Applications, POS
1w
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Client Service Associate - NR
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOE2 years clerical/industry experience, high school diploma or equivalent, administrative and customer service skills, knowledge of office procedures and securities industry basics.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Client Service Associate - NR
Indianapolis, Indiana, United States
OnsiteFull Time
2+ YOEPerform clerical account opening and maintenance, administrative support, familiarity with brokerage industry, strong customer service, 2 years clerical experience, high school diploma, proficiency in Microsoft Office.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3mo
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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
1mo
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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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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.
2mo
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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.
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
5d
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Operations Associate - Flex
Indianapolis, Indiana, United States
$18-$21/hr OnsitePart Time
1+ YOERequires 1–2 years in a similar, retail, hospitality, or client-focused role; organization, communication, teamwork, product learning, client service, and ability to lift up to 50 pounds.
4d
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Operations Associate - Flex
Indianapolis, Indiana, United States
$18-$21/hr OnsitePart Time
1+ YOERequires 1-2 years in a similar, retail, hospitality, or client-focused role; organization, communication, teamwork, product learning, client service, and ability to lift up to 50 pounds.
3d
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Outpatient Mental Health Associate Therapist Fishers IN
Fishers, Indiana, United States
$49k-$55k/yr OnsiteFull Time
Master’s degree in mental health counseling or a related field, associate clinical licensure, strong communication and documentation skills, EHR proficiency, and ability to work with diverse clients.
Electronic Health Record systems, Learning Management System
4d
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Tax Associate
Muncie, Indiana, United States
OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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