Client Service Associate

1 month ago

Indianapolis, United States Delta Wealth Advisors Full time

Delta Wealth Advisors is an integrated financial services firm dedicated to simplifying the complex for our clients. We specialize in creating confidence for aspiring and accomplished entrepreneurs by supporting the growth of their businesses through a proactive partnership with our team of experienced tax and financial planning advisors.


If you want to belong to a highly collaborative, growth-minded firm that offers a hybrid work environment, unlimited PTO, a competitive compensation package, exposure to a variety of business lines, and a healthy team culture, Delta Wealth Advisors will be a great fit for you


Here’s a little more about the role we’re hiring for:


As the Client Service Associate – Tax we are counting on you to provide exceptional client service, drive efficient operations and manage the administrative responsibilities that support the Tax Department, and work closely with the Tax Advisors to enhance the overall client experience.


You will enjoy this type of work if you get, want, and have the capacity to manage:

  • Client Relationships: Develop and maintain strong relationships with clients, understanding their needs and ensuring an excellent client experience. This includes managing incoming and outgoing client communications via phone, email, and in-person meetings, and responding to/resolving client issues and inquiries promptly and professionally.
  • Administrative Support Responsibilities: Provide administrative support to the Tax Department. This includes onboarding new clients by setting up new accounts and explaining firm processes, scheduling client meetings, preparing and organizing client documents, assisting with the preparation and filing of tax documents, generating reports, and other administrative tasks as needed.
  • Data and Project Management: Ensure accurate and timely entry of client data into our CRM/project management system. This includes entering and maintaining accurate client records and files in compliance with firm policies and regulatory requirements, as well as coordinating with the Tax Department to ensure all client deliverables are completed and delivered on time.
  • Team Collaboration: Function as a proactive member of the larger administrative team to support overall office operations and improve client experience. This includes contributing ideas and insights during team meetings, identifying and addressing process and efficiency issues, assisting with planning and executing office events, and providing backup support for other administrative team members.


On Day 1, you should already have:

  • A high school diploma or GED (required).
  • A minimum of 2 years of experience in a client service role and a demonstrated history of exceptional client service skills, with a focus on understanding client needs and maintaining strong client relationships.
  • Strong proficiency in Microsoft Office Suite and familiarity with CRM/project management software (Canopy preferred).
  • High comfort level working in a technology-forward environment and high adaptability to learning new technology/software/accounting systems.
  • Exceptional client service and interpersonal skills.
  • Effective communication and organizational skills, with the ability to manage multiple tasks, prioritize effectively, and meet deadlines.
  • An ability to manage multiple projects/priorities and remain calm under pressure without sacrificing speed or accuracy in a deadline-driven environment.


We train our team to help them succeed, but you will be ahead of the game if you also have:

  • Experience working in a CPA or Wealth Management firm.
  • Associate’s degree in accounting, finance, business administration, or related field.


Some of the vast rewards of working here include:

  • Base salary that begins at $50,000 (aligned with the level of knowledge and experience you bring)
  • Unlimited Paid Time Off (suggested minimum of 15 days per year)
  • 11 Paid Holidays including full-week office closures for Independence Day and Christmas
  • Hybrid workplace model to support work-life integration
  • Kind and generous Parental Leave policy
  • Employer-paid Medical, Dental, and Vision coverage (with the option to add dependents)
  • 401(k) eligibility on Day 1 (with a 3% employer contribution)
  • Employer contribution to your HSA (if applicable)
  • Company-provided Basic Life Insurance (benefit provides 100% of your annual salary up to a maximum of $100,000 and includes Accidental Death & Dismemberment coverage)
  • Free financial planning advice and tax preparation services
  • Professional development stipend (accreditations, designations, industry-related conferences, and CPE opportunities)

  • Client Services Associate

    2 months ago

    Indianapolis, United States BESTAFF Full time

    Job DescriptionJob DescriptionSeaching for Client Services Associates!An established warehouse in Indianapolis is looking for an addition to their customer service team!This is a customer service position supporting multiple business clients (local and internationally based) by managing all of their shipping needs per our service agreement and the...

  • Client Service Associate

    1 month ago

    Indianapolis, United States Delta Wealth Advisors Full time

    Delta Wealth Advisors is an integrated financial services firm dedicated to simplifying the complex for our clients. We specialize in creating confidence for aspiring and accomplished entrepreneurs by supporting the growth of their businesses through a proactive partnership with our team of experienced tax and financial planning advisors.If you want to...

  • Client Service Associate

    1 month ago

    Indianapolis, United States Delta Wealth Advisors Full time

    Delta Wealth Advisors is an integrated financial services firm dedicated to simplifying the complex for our clients. We specialize in creating confidence for aspiring and accomplished entrepreneurs by supporting the growth of their businesses through a proactive partnership with our team of experienced tax and financial planning advisors. If you want to...

  • Client Services Associate

    2 weeks ago

    Indianapolis, Indiana, United States TEKsystems Full time

    Position Overview:The Client Services Associate acts as a vital link between our clientele and the support team. This role is dedicated to delivering exceptional service both internally and externally to address client concerns effectively. The position also entails providing administrative assistance and processing tasks for the support team.Key...

  • Client Service Associate

    5 months ago

    Indianapolis, United States Stifel Financial Full time

    Under immediate supervision, Client Services Associate, Registered, 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 Client Service, Registered, Associate, Financial Advisor, Service, Branch Manager, Retail

  • Client Services Associate

    2 months ago

    Indianapolis, Indiana, United States Danaher Full time

    Beckman Coulter Life Sciences' mission is to empower those seeking answers to life's most important scientific and healthcare questions. With a legacy spanning 80+ years, we have long been a trusted partner to our customers, who are working to transform science and healthcare with the next groundbreaking discovery. As part of our team of more than 2,900...

  • Client Service Associate

    2 months ago

    Indianapolis, United States MSI Full time

    Job DescriptionJob DescriptionWe are a dynamic and innovative event marketing firm that specializes in creating impactful and memorable experiences for our clients. Committed to excellence, we are looking for a dedicated Client Service Representative to join our team and ensure that our clients and event attendees receive top-notch service throughout every...

  • Client Service Professional

    5 months ago

    Indianapolis, United States Diamond Tax Service Inc Full time

    Job DescriptionJob DescriptionClient reception and follow-up. Oversee front office operations. Assist Senior and Junior tax professionals as needed. 

  • Client Relations Associate

    1 week ago

    Indianapolis, Indiana, United States Megan Barrow - State Farm Agent Full time

    Position OverviewCompany: Megan Barrow - State Farm AgentWe are looking for a detail-oriented and proactive Account Associate to assist in administrative tasks and support our insurance agents in nurturing and retaining client relationships. This role is perfect for someone who is dedicated to providing exceptional service and is eager to contribute to a...

  • Client Services Coordinator

    2 weeks ago

    Indianapolis, Indiana, United States Marietta Financial Services, Inc. Full time

    Position OverviewBenefits:Retirement plan/matchHealth insuranceOpportunities for career growthPaid time offMarietta Financial Services, Inc. is seeking a dedicated client services coordinator/administrative support associate to join our dynamic team. This role encompasses a range of tasks and demands exceptional organizational abilities. We are in search of...

  • Experienced Wealth Management Client Service Associate

    3 months ago

    Indianapolis, United States ARTISTRY WEALTH, LLC Full time

    Job DescriptionJob DescriptionDescription:The Client Service Associate (CSA) provides critical support to the firm and our daily operations. In this role, you will have the opportunity to interface with advisors and other key stakeholders daily in a highly professional and collaborative environment. Ideal candidate will possess strong attention to detail and...

  • Client Relations Associate

    1 week ago

    Indianapolis, Indiana, United States Megan Barrow - State Farm Agent Full time

    Position OverviewCompany: Megan Barrow - State Farm AgentWe are in search of a detail-oriented and proactive Account Associate to assist in administrative functions and support our insurance agents in fostering and maintaining client relationships. This role is ideal for individuals who are dedicated to customer satisfaction and possess a sales-oriented...

  • Client Relations Associate

    2 weeks ago

    Indianapolis, Indiana, United States Megan Barrow - State Farm Agent Full time

    Job OverviewBenefits:Potential for career growthSigning bonus availableComprehensive training and development programsROLE SUMMARY: Megan Barrow - State Farm Agent is in search of a detail-oriented and proactive professional to manage administrative tasks and assist insurance agents in attracting and retaining clients. As an Account Associate, your...

  • Client Services Manager

    1 week ago

    indianapolis, United States BCforward Full time

    BCforward is currently seeking a highly motivated Client Services Manager for an opportunity in Indianapolis, IN!Summary:Position Title: Client Services ManagerLocation: Indianapolis, INAnticipated Start Date: 09/16/2024Duration: Full-Time EmployeeTravel: Occasional local travel may be expectedWork Requirement: W2, sponsorship cannot be provided for this...

  • Client Services Manager

    1 week ago

    indianapolis, United States BCforward Full time

    BCforward is currently seeking a highly motivated Client Services Manager for an opportunity in Indianapolis, IN!Summary:Position Title: Client Services ManagerLocation: Indianapolis, INAnticipated Start Date: 09/16/2024Duration: Full-Time EmployeeTravel: Occasional local travel may be expectedWork Requirement: W2, sponsorship cannot be provided for this...

  • Client Services Manager

    3 months ago

    Indianapolis, United States BCforward Full time

    BCforward is currently seeking a highly motivated Client Services Manager for an opportunity in Indianapolis, IN!Summary:Position Title: Client Services ManagerLocation: Indianapolis, INAnticipated Start Date: 06/20/2024Duration: Full-Time EmployeeTravel: Occasional local travel may be expectedWork Requirement: W2, sponsorship cannot be provided for this...

  • Client Service Representative

    5 days ago

    Indianapolis, United States SYM Financial Advisors Full time

    Job descriptionPosition Description Title: Client Service Representative (CSR)Reports to: Julie Shepherd – Client Service ManagerBenefits: Yes Status: Non-exempt Are you passionate about making a difference in people’s lives while thriving in a team-centric environment?Who is SYM?SYM Financial Advisors serves as a trusted expert to our clients, using our...

  • Client Service Representative

    1 week ago

    Indianapolis, United States SYM Financial Advisors Full time

    Job descriptionPosition Description Title: Client Service Representative (CSR)Reports to: Julie Shepherd – Client Service ManagerBenefits: Yes Status: Non-exempt Are you passionate about making a difference in people’s lives while thriving in a team-centric environment?Who is SYM?SYM Financial Advisors serves as a trusted expert to our clients, using our...

  • Service Plumber

    3 months ago

    Indianapolis, Indiana, United States Client Full time

    Plumber (Commercial but Training Provided)$30 -$40 per hour + Overtime + Port to Port pay + Progression to Management + Journeyman Training available + 401k + PTO + Medical Insurance You can be based anywhere in the State of Indiana.Are you a Plumber looking to join a growing company where you can increase your earnings through port to port pay and overtime...

  • Client Relations Specialist

    1 week ago

    Indianapolis, Indiana, United States Ace Grease Service Full time

    Job OverviewAce Grease Service is a family-owned and operated business with over 20 years of expertise in the collection and recycling of used cooking oil. We believe in empowering our team to foster growth in an open environment where leadership is shared among all members. We are currently seeking a Client Relations Specialist to join our team.This role is...