59 client services associate jobs at 34 companies in Speedway, 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
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.
2d
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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.
1w
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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)
1d
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Client Service Associate
Bloomington, Indiana, United States
OnsiteFull Time
High school diploma or equivalent required. Securities industry or related work experience preferred. Requires CRM software and Microsoft Excel proficiency, strong communication, organization, research, problem-solving, and customer service skills.
Client Relationship Management (CRM) software, Microsoft Excel
2d
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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
3w
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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
2d
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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
1w
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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
4d
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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
4d
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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
1mo
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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.
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
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.
3w
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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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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
19h
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Associate Banker Floating (40 Hours), INKYWV INDY NORTHWEST
Indianapolis, Indiana, United States
FieldFull Time
0.5+ YOERequires 6 months of Associate Banker experience, high school diploma or GED, client service and communication skills, ability to learn banking products and procedures, and strong attention to detail.
Chase Mobile App, Chase.com, ATMs
1d
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Sr. Specialist, Service Associate - Schwab Wealth Advisory
Indianapolis, Indiana, United States
$27-$39/hr OnsiteFull Time
1+ YOEActive FINRA Series 7 and Series 66 or Series 63/65 licenses, plus at least one year of financial services experience; inbound advisor, client, operational support, and CRM experience preferred.
CRM, Salesforce
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