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425 Results for

Client Associate Jobs in Carmel, IN

United States of America

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8888 KEYSTONE CROSSING:INDIANAPOLIS

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Carmel, Indiana30+ days ago

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.

Indianapolis, IN30+ days ago

p>The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Indianapolis, Indiana30+ days ago

What You'll Be Doing:

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Carmel, Indiana18 days ago

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.  .

Indianapolis, IN30+ days ago
  • $50,000–$65,000 Per Year

Recognized by Barrons as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Thats why we are committed to managing our clients investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

New!

Indianapolis, Indiana5 days ago

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Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.

Indianapolis, IN9 days ago

This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented.

The Client Success Officer Senior Associate will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.

Fiserv Inc logo

IN30+ days ago
  • $120,000–$198,000 Per Year

For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.

Gallagher logo

Carmel, Indiana30+ days ago

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How you'll make an impact:

The Branch Client Service Associate I is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.

New!

Indianapolis, Indiana5 days ago
Remote

p>The Client Services Associate will assist clients with inquiries, service support, and ongoing communication while maintaining a high level of professionalism and organization. This role is ideal for individuals who enjoy helping people, communicating effectively, and providing excellent customer experiences in a remote work environment.

Indianapolis, IN14 days ago
Remote

p>In addition to supporting existing clients, the Client Services Associate will play an active role in developing new client relationships and contributing to the continued growth of the business through professional networking, referrals, social media engagement, and exceptional customer service.

Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service.

Carmel, IN30+ days ago

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

Carmel, IN30+ days ago

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

New!

Indianapolis, Indiana6 days ago

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*All interviews will be conducted via Zoom video conferencing
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities?

Carmel, Indiana30+ days ago

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*All interviews will be conducted via Zoom video conferencing.
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take the first step towards a rewarding journey of making a difference in the lives of families and children through financial services.
Don’t miss out on this opportunity to join a team that’s committed to making a meaningful impact.

Cognizant Technology Solutions Corp logo

Indiana, IN30+ days ago
  • $130,000–$175,000 Per Year

By leading clients in using technologies crucial to modern enterprises such as IoT, artificial intelligence, digital engineering & cloud, we enable new business and operating models that unlock new value in markets around the world. Cognizant's unwavering focus on our clients is led by over 350,000 associates, who deliver services and solutions tailored to specific industries and the unique needs of the organizations we serve.

Xerox Corp logo

Indianapolis, IN30+ days ago

Today, Xerox is continuing its legacy of innovation to deliver client-centric and digitally-driven technology solutions and meet the needs of today's global, distributed workforce. Actual salaries will vary based on factors including, but not limited to, geographic location, market competition, and/or the successful applicant's education, experience, knowledge, skills, and abilities.

Indianapolis, IN30+ days ago

Qualifications: Minimum Required: • Undergraduate degree • Experience with relational databases • Preferred: 1 to 3 years industry experience in either data analytics or healthcare • Evident proficiency and hands-on experience using T-SQL in a Microsoft SQL Server environment • Descriptive statistics and/or Pharmaceutical/Healthcare industry experience • Undergraduate degree with a quantitative focus. *Unfortunately, the Client Services Business Analyst is not able to provide sponsorship now or anytime in the future.****This role requires you to be located in the Indianapolis area because this is a hybrid role and requires one a day a week in the office.

Carmel, IN16 days ago

p>The Manager of Client Data Support ensures, through the leadership of the department staff and collaboration with other divisions and departments, the successful implementation of new insurance monitoring programs for financial institutions as well as client data processor conversions, mergers, or acquisitions.

  • Provide input on project decisions related to timelines, feasibility, and other relevant working with team leads to make sure work is completed in timely manner for project deadlines to be met.

    • Westfield, IN12 days ago

    Responsible for providing high quality customer service by accurately completing bank transactions and opening deposit accounts and processing loan applications while identifying and recommending products, services, and digital tools to meet the current and future financial needs of bank Clients.

  • Accurately process everyday monetary transactions, including deposits, withdrawals, loan payments, check cashing, night deposits, cashier's checks, money orders, and change orders.

    • Western & Southern Life logo

    INDIANAPOLIS, IN23 days ago

    Works closely with Operations and Support Supervisor to support the needs of other offices within the Agency, plans ahead to accommodate changes in workload while minimizing the risk of impact to service levels, goals or objectives. Provides professional and courteous service to internal and external clients; makes independent decisions regarding client requests and resolution of client concerns recognizing when to escalate situations to management as necessary.

    Carmel, Indiana30+ days ago

    Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.

    Fishers, IN30+ days ago

    Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development). Your role is essential in supporting our veterinary team by managing appointments, client communication, and administrative tasks.

    Carmel, IN23 days ago
    • $100,000–$130,000 Per Year

    The Senior Program Manager operates with credibility at senior and executive levels, clearly communicating strategy, progress, risks, and outcomes while leading large, cross‑functional initiatives across Product, Engineering, Sales, Services, Support, and Customer Success. Purpose: The Senior Program Manager - Integrations owns the delivery of complex, multi‑year enterprise programs that consolidate functionality, data, and workflows across multiple products into the broader Clinisys SaaS platform and technology ecosystem.

    Indianapolis, IN30+ days ago

    In addition to the general job description below, the ideal candidate will also possess the following skills and/or experience: Microsoft office, WMS, TMS, multiclient warehouse and supply chain experience. The core responsibilities of this role include: The first line of communication for clients, handling inquiries, questions, and requests through various channels like phone, email, and chat.

    Allied Universal logo

    Indianapolis, IN30+ days ago

    Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability. RESPONSIBILITIES: Caring Leadership, Client Engagement, and Operational Oversight: Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio.

    Indianapolis, IN30+ days ago

    p>The purpose and mission of the Marion County Community Corrections Agency is to improve the lives of citizens in Marion County through community supervision, as an alternative to incarceration, utilizing evidence-based practices and comprehensive case management while cultivating a productive, collaborative, and compliant work environment in order for our workforce to meet the needs of the citizens of Indianapolis and Marion County.

    2026 Rate Sheet - To view our rate sheet, please copy and paste this link into your web browser: https://acrobat.adobe.com/id/urn:aaid:sc:VA6C2:67382b58-4d1a-4519-89d7-8453f91e19a1.

    Automatic Data Processing Inc logo

    IN12 days ago

    As a Sales Representative, Enterprise Accounts, you'll grow client market share for ADP's cloud-based Human Resources solutions to large market prospects (1,000 -- 3,000 employees) within a defined territory.

    To learn more about Sales at ADP, watch here: http://adp.careers/Sales_Videos.

    Indianapolis, IN23 days ago

    Works with the leaders to develop quality monitors and serves as a general technical resource for team members. Performs all necessary duties and knows the procedures required for the processing of specimens for diagnostic and research purposes as applicable.

    Greenwood, IN21 days ago

    This role is perfect for someone who loves building relationships, has an eye for style and fashion, enjoys helping people feel confident, and thrives in a high-touch customer experience environment. Our patients are professionals, parents, community leaders, and decision-makers who expect an experience that feels welcoming, polished, and effortless from start to finish.

    Indianapolis, IN16 days ago

    We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week.

    Fishers, Indiana30+ days ago

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    ESSENTIAL FUNCTIONS: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms, and assisting clients during their pet emergency.

    If you are a current associate, you need to apply through our internal career site.

    IN17 days ago
    • $105,375–$215,375 Per Year

    p>At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

    New!

    Greenfield, IN4 days ago

    Accordingly, Associates are prohibited from engaging in the unlawful manufacture, sale, distribution, dispensation, possession, or use of any controlled substance or marijuana, or otherwise being under the influence thereof, on all TRIMEDX and Customer property or during working/on-call hours.

    Our team of Client Experience Coordinators (CEC) make a positive impact every day by:

    • Handling incoming phone calls for the servicing of complex medical equipment and life-saving Imaging medical devices.

    Indianapolis, IN20 days ago

    Our team is an ambitious group of diverse leaders who balance creativity and expertise to solve tough problems that make a difference. This role will guide the technical implementation of our applications and software and provide service as a continual resource during the lifespan of the client relationship.

    Greenfield, IN25 days ago

    Maintains constant communication with dealers, Neovia departments, and client in order to ensure orders are delivered to customers as per agreed service level agreements. Utilizes different systems through data entry and relevant information download to ensure updated and accurate data source for client, dealers, and Neovia users.

    The Capital Group Companies, Inc. logo

    Indianapolis, IN30+ days ago
    • $41,784–$66,854 Per Year

    In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You engage clients consultatively-clarifying needs, identifying underlying issues, and delivering thoughtful, personalized solutions.

    IN16 days ago
    • $84,000–$110,000 Per Year

    p>A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

    New!

    Indianapolis, IN5 days ago
    • $21.01–$29.41 Per Hour

    p>At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.

    Deliver client service for daily record-keeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of customer satisfaction.

    Fidelity logo
    New!

    Indianapolis, Indiana4 days ago
    Remote

    Customer Service

    Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.

    • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.

    Indianapolis, IN30+ days ago

    This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience, enhancing our clients lives through alignment of their wealth and what matters most. Beacon Pointe Advisors is one of the nations largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

    Brownsburg, IN19 days ago

    You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

    Carmel, IN30 days ago

    You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

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