37 client services associate jobs at 16 companies in Richmond, IN
1mo
Save
Mark Applied
Hide
1mo
Client Associate
Miamisburg, Ohio, United States
OnsiteFull Time
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.
KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hrHybridFull Time
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.
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
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.
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.
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.
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.
Part Time (20 Hours) Associate Banke, Springboro Branch, Springboro, OH
Springboro, Ohio, United States
OnsitePart Time
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.
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
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.
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.
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.
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.
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.
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
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.
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