Client Services Associate
3 weeks ago
An entry level Client Service Associate assists the Financial Professional in office management and general administrative functions. This position is primarily clerical support with some limited marketing support duties. No licenses, appointments or registrations are required. This person generally manages the FP's office, calendar, maintain files, mail, phones, and will prepare correspondence on behalf of the FP.
Typical qualifications for this type of CSA position:
- Organization and time management skills.
- Attention to detail
- Interpersonal communication skills.
- Demonstrated ability to work with confidential information.
- Excellent customer service skills, with the ability to communicate effectively and build rapport with clients.
- Familiarity with Microsoft applications including Outlook, Word, PowerPoint, and Excel.
- Telemarketing skills a plus
- Strong written and verbal communication skills to effectively communicate with clients and internal teams.
Join my team as a Client Services Associate and play a key role in providing exceptional service to our valued clients. This position offers opportunities for professional growth and development in the financial services industry.
Please note that only qualified candidates will be contacted for an interview.
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Client Service Associate
3 weeks ago
Indianapolis, United States Stifel Financial Full timeUnder 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
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Indianapolis, Indiana, United States Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity? Join a highly successful and growing team at RBC Wealth Management in Indianapolis as a Senior Client Associate/Senior Registered Client Associate This exciting opportunity is perfect for someone with experience in the financial services industry who is registered (Series 7 and 66 or 63/65) .As a Senior...
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Indianapolis, Indiana, United States Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity? Join a highly successful and growing team at RBC Wealth Management in Indianapolis as a Senior Client Associate/Senior Registered Client Associate This exciting opportunity is perfect for someone with experience in the financial services industry who is registered (Series 7 and 66 or 63/65) . As a Senior...
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Client Services Specialist
2 weeks ago
Indianapolis, United States The LaSalle Group Full timeLaSalle Network is currently partnered with one of the nation's leading Revenue Cycle Management companies in the Indianapolis area. Our client is hiring a Client Services Specialist to support their growing business and new clients. This is a brand new, state of the art facility with ample opportunity to grow your career! Client Services Specialist...
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Indianapolis, United States ARTISTRY WEALTH, LLC Full timeJob 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...
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Client Service Administrator
7 days ago
Indianapolis, United States WealthPoint Advisors Full timeWealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors.Responsibilities Provide...
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Client Service Administrator
3 days ago
Indianapolis, United States WealthPoint Advisors Full timeWealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors. Responsibilities Provide...
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Client Service Administrator
1 month ago
Indianapolis, United States WealthPoint Advisors Full timeJob DescriptionJob DescriptionWealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of...
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Client Services Project Manager
5 days ago
Indianapolis, United States Onebridge Full timeOnebridge is a Consulting firm with an HQ in Indianapolis, and clients dispersed throughout North America and beyond. We have an exciting opportunity for a highly skilled Client Services Project Manager to join an innovative and dynamic group of professionals at a company rated among the top “Best Places to Work” in Indianapolis since 2015.Employment:...
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Client Services Project Manager
1 month ago
Indianapolis, United States Onebridge Full timeOnebridge is a Consulting firm with an HQ in Indianapolis, and clients dispersed throughout North America and beyond. We have an exciting opportunity for a highly skilled Client Services Project Manager to join an innovative and dynamic group of professionals at a company rated among the top “Best Places to Work” in Indianapolis since 2015.Employment:...
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Client Services Project Manager
4 weeks ago
Indianapolis, United States Onebridge Full timeOnebridge is a Consulting firm with an HQ in Indianapolis, and clients dispersed throughout North America and beyond. We have an exciting opportunity for a highly skilled Client Services Project Manager to join an innovative and dynamic group of professionals at a company rated among the top “Best Places to Work” in Indianapolis since 2015.Employment:...
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Client Service Administrator
4 weeks ago
Indianapolis, Indiana, United States WealthPoint Advisors Full timeWealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of...
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Customer Service Associate
4 weeks ago
Indianapolis, United States J&G Advance, dba A-1 Cash Advance Full timeJob DescriptionJob DescriptionWe are seeking a Customer Service Associate to join our team! You will be responsible for helping customers obtain a small loan for their short term financial needs.Responsibilities:Handle customer inquiriesProvide information about the products and servicesTroubleshoot and resolve product issuesDocument and update customer...
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Entry Level Client Service Representative
2 weeks ago
Indianapolis, United States MSI Full timeJob DescriptionJob DescriptionMSI is a leading provider of exceptional client services, dedicated to excellence and ensuring client satisfaction. As we expand our operations, we're seeking a motivated individual to join our team as a Client Service Representative. This entry-level position offers an exciting opportunity to gain valuable experience in...
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Client Service Professional
4 weeks ago
Indianapolis, United States Diamond Tax Service Inc Full timeJob DescriptionJob DescriptionClient reception and follow-up. Oversee front office operations. Assist Senior and Junior tax professionals as needed.
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Client Advisor
7 days ago
Indianapolis, United States LVMH Full timePoste Our Louis Vuitton Keystone location is seeking a highly motivated Part-Time Client Advisor with a passion for creating memorable experiences for our worldly clientele. We are seeking candidates in the Indianapolis market with flexible availability. Profil This is an opportunity for those who thrive in a fast-paced environment, see themselves as more...
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Indianapolis, United States Gregory & Appel Insurance Full timeJob Description The Employee Benefits Customer Service Associate (CSA) is primarily an internal administrative position and aids the Producers, Account Managers (AM), Senior Account Managers (SAM), Account Executives (AE) and clients in handling and processing day-to-day servicing. Responsibilities The CSA handles service issues for small to medium sized...
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Employee Benefits Customer Service Associate
1 week ago
Indianapolis, United States Gregory & Appel Insurance Full timeJob DescriptionJob DescriptionThe Employee Benefits Customer Service Associate (CSA) is primarily an internal administrative position and aids the Producers, Account Managers (AM), Senior Account Managers (SAM), Account Executives (AE) and clients in handling and processing day-to-day servicing.ResponsibilitiesThe CSA handles service issues for small to...
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Employee Benefits Customer Service Associate
2 weeks ago
Indianapolis, United States Gregory & Appel Insurance Full timeJob Description: The Employee Benefits Customer Service Associate (CSA) is primarily an internal administrative position and aids the Producers, Account Managers (AM), Senior Account Managers (SAM), Account Executives (AE) and clients in handling and processing day-to-day servicing. Responsibilities The CSA handles service issues for small to medium...
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Customer Service Associate
7 days ago
Indianapolis, United States Value City Furniture Full time** Customer Service Associate** *Share by Email* Location: VCF CASTLETON #86 At American Signature Inc., we believe everyone has the right to a well-furnished life. Every day, our customers embark upon their personal style journeyan adventure. To that purpose, we are committed to providing our customers with an easy and fun furniture shopping experience. The...