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634 Results for

Client Associate Jobs in Indiana

United States of America

Work hours/week:.

8888 KEYSTONE CROSSING:INDIANAPOLIS

City:.

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.

Bloomington, IN15 days ago

However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Valparaiso, IN24 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.

s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

Bloomington, IN30+ days ago

li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

Keystone, Indiana30+ days ago

Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world.

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.

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.

Crown Point, Colorado11 days ago

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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs

Work Experience.

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.

Bloomington, IN30+ days ago

Identifies deepens and maintains client relationships through emphasizing the banks offerings and promoting incorporation of banking into day-to-day practices while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases while leading with a client first mindset. Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications.

Carmel, Indiana16 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, Indiana3 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, IN7 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.

Merrillville, IN30+ days ago

p>The Marketing/Client Services Associate (Intern) supports both outreach and client relations efforts that help Meals on Wheels build community connections, attract donors and volunteers, and serve clients efficiently and compassionately.

Since 1977, Meals on Wheels of Northwest Indiana has delivered over 10 million meals to neighbors in need- seniors, people with disabilities, veterans, children, cancer patients, pregnant women, and others facing barriers to nutrition and social connection.

Gallagher logo

Evansville, Indiana21 days ago

If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview:

The 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.

Fort Wayne, 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.

Mishawaka, IN17 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.

Indianapolis, IN12 days ago
Remote

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.

South Bend, IN30 days ago
  • $25–$38.46 Per Hour

li>Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities.

  • Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.

    • 1st Source Corporation logo

    South Bend, IN30+ days ago

    li>Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed.

    While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.

    1st Source Corporation logo

    south bend, IN30+ days ago

    Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.

    1st Source Corporation logo

    Fort Wayne, IN30+ days ago

    Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.

    1st Source Corporation logo

    Fort Wayne, IN28 days ago

    li>Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed.

    While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.

    1st Source Corporation logo

    Fort Wayne, IN13 days ago

    li>Greets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed.

    While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.

    1st Source Corporation logo

    IN8 days ago

    ul>

  • Greets clients as they enter the banking center and identifies client needs, promotes products and services and refers clients to the appropriate business colleague if needed.

    While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.

    • Fort Wayne, Indiana9 days ago

    Participate in ongoing relationship development with clients, carrier partners, resources and internal teams and stakeholders to strengthen relationships with the Hylant team and promote long term partnerships. This will include, with direction, pre-qualifying, reviewing, identifying, and procuring coverages along with focus on gathering business intelligence and managing or assisting with risk assessment.

    New!

    Indianapolis, Indiana4 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

    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. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.

    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

    Bloomington, 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.

    Evansville, IN23 days ago

    Customer Success Associate, Account Manager, Client Relationship Associate, Customer Retention Associate, Customer Loyalty Specialist, Account Retention Specialist, Customer Service Retention Specialist, Relationship Retention Coordinator, Collection Specialist, Cashier / Clerk, Retail. We're a trusted solution for customers looking for new or pre-owned products from today's top brands, and after 40 years of serving thousands of happy clients, we're looking for a client retention specialist to help us get to the next level.

    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, Indiana15 days ago

    div>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.

    • Evansville, IN7 days ago

    Answer clients' general questions about surgeries, veterinary services and products .(flea/tick/heartworm preventatives, vaccines, pre-anesthetic testing, pain management and other medications, shampoos, home dental products and other retail items).Provide knowledgeable advice about wellness prevention and diseases.

    Village East Animal Hospital is looking for dedicated CSRs that want a healthy work/life balance and want to help grow with our team to serve our clients, patients, and community!

    Fort Wayne, IN30+ 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.

    IN30+ days ago

    Adhere to and participate in completing the branch daily security checklist, including items such as assisting with operational aspects of the banking center; control opening and closing of the banking center, conduct audits, and banking center balancing.

    A little about us:

    First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses, and other organizations.

    Evansville, Indiana30+ days ago

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    Visit our hospital website here: https://vcahospitals.com/all-pet-emergency. 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).

    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.

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