37 client services associate jobs at 16 companies in Richmond, IN

1mo
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Client Associate
Miamisburg, Ohio, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
0+ YOE0-3 years client service experience (finance preferred), bachelor's degree preferred, proficient with Microsoft Office Suite, strong communication, detail-oriented.
Microsoft Office Suite
2w
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KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
2w
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Wealth Client Management Associate
West Chester, Ohio, United States
OnsiteFull Time
CAPTRUST
CAPTRUST: Provides investment advisory and retirement plan consulting services.
0+ YOEProvides day-to-day support to client management consultants; requires strong Microsoft Office skills, attention to detail, communication skills, and 0-2 years experience or a two- or four-year degree.
Microsoft Word, Microsoft Excel, Outlook, PowerPoint, PDF, CAPCONNECT, SharePoint
2mo
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Client Service Coordinator
Beavercreek, Ohio, United States
$15-$19/hr OnsitePart Time
Banfield Pet Hospital
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Managing client and pet flow through the hospital, coordinating care, ensuring clear communication with clients and associates, and supporting veterinary team productivity in a front-office, customer-facing role.
Workday
1w
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Client Service Representative-Life/DI
Lincoln or Cincinnati
HybridFull Time
Ameritas
Ameritas: Provides life insurance, retirement plans, and financial services.
0+ YOEAssociate's degree or equivalent, 0-2 years related experience, life/financial services experience preferred, ability to prioritize multiple tasks in a fast-paced environment.
2w
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Employment Services Provider - Residential Corrections
Lebanon, Ohio, United States
OnsiteFull Time
Talbert House
Talbert House: Provides mental health, addiction, and community social services.
4+ YOEProvide employment assistance using strengths-based approach, conduct assessments, vocational planning, documentation, transport clients, and perform crisis de-escalation; Associate's degree or HS+4yrs, valid driver license and insurance required.
2d
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Tax Associate
Muncie, Indiana, United States
OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax services providing tax preparation and financial guidance to clients and communities.
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
2d
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Tax Associate
Springboro or Toledo
OnsiteSeasonal, Full Time
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
1d
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Part Time (20 Hours) Associate Banke, Springboro Branch, Springboro, OH
Springboro, Ohio, United States
OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma or GED required. Client service or comparable experience required; cash handling and technology solution experience preferred. Must learn banking products, resolve issues, and build client relationships.
tablet, Chase Mobile App, Chase.com, ATMs
2mo
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Relationship and Operations Associate
Blue Ash, Ohio, United States
$60k-$80k/yr OnsiteFull Time
Carson Group
Carson Group: Provides wealth management and business support for financial advisors.
Provide client-facing service and operations support for advisors, process new accounts and transfers, maintain accurate client records, strong MS Office skills and attention to detail required.
Microsoft Office, Microsoft Teams, Microsoft Excel, Microsoft Outlook, Orion, Adobe, Zoom, Salesforce
3w
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Retail Part Time Store Associate
Springdale, Ohio, United States
$13-$14/hr OnsitePart Time
The ODP Corporation
The ODP Corporation: Provider of office supplies, furniture, and business services.
No prior experience required. Basic computer skills, accurate reading and counting, customer service and communication skills, and a positive, client-focused approach are required.
Technology, Print
1mo
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Care Specialist (Drop-In) - Swing Shift
Dayton, Ohio, United States
$16/hr OnsiteFull Time
Daybreak
Daybreak: Provides shelter and support services to homeless youth.
2+ YOEHigh school diploma/GED plus 5 years social services experience OR Associate's degree plus 2 years; experience with youth, crisis intervention, documentation, safety monitoring, and client support required.
CareLogic
1mo
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Care Support Specialist (Housing) 3rd shift
Dayton, Ohio, United States
OnsiteFull Time
Daybreak
Daybreak: Provides shelter and support to homeless and vulnerable youth.
2+ YOEHigh school diploma/GED plus 5 years experience in social services (or associate degree plus 2 years). Must support clients, perform crisis intervention, document records, and work overnight shifts.
CareLogic
1w
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Life Skills Coach - Full Time
Anderson, Indiana, United States
OnsiteFull Time
Aspire Indiana Health
Aspire Indiana Health: Provides integrated medical, behavioral, and addiction health services.
1+ YOEHigh school diploma required; associate/bachelor's in related field preferred. Minimum 1 year service experience with vulnerable populations. Valid driver’s license and good driving record, ability to transport clients. Drug screen, TB test, and background checks required.
1w
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Activities Assistant
Middletown or Franklin
$16/hr OnsitePart Time
Spring Hills
Spring Hills: Operator of assisted living and senior care communities.
0.5+ YOEAssociate degree or 6 months related experience, valid driver’s license, experience with seniors preferred, ability to plan activities, drive residents, document interactions, and work with memory-loss clients.
1w
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Veterinary Clinical Manager
Dayton, Ohio, United States
OnsiteFull Time
MedVet: Provides emergency and specialty healthcare services for companion animals.
Manage and develop clinical team, oversee scheduling, coach staff, handle client/referral concerns, and support clinical onboarding; associate degree preferred and strong communication and organizational skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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Eligibility Referral Specialist I
Troy, Ohio, United States
OnsiteFull Time
Miami County
Miami County: Providing essential public services and infrastructure for local residents.
0+ YOEConduct client interviews, assess employment barriers, track education/training participants, assist with job search/retention, and process assistance overpayments; HS diploma/GED or 1-3 years JFS experience; Associate degree preferred.
1mo
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PRN Staff Nurse (RN/LPN)
Anderson, Indiana, United States
OnsiteTemporary
Odyssey Behavioral Healthcare
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.
1mo
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Compliance Specialist
Dayton, Ohio, United States
OnsiteFull Time
Woodhaven Residential Treatment Center
Woodhaven Residential Treatment Center: Woodhaven provides residential and outpatient substance abuse treatment programs.
3+ YOEAssociate degree; 3+ years behavioral health or health services experience preferred; experience processing medical record requests, managing Client Rights Officer duties; Microsoft PowerPoint/Word/Excel experience; relevant licenses (CDCA, LCDC II/III, LSW).
Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office