Client Service Associate
7 days ago
The Crossroads Group seeks to help people make sense of financial decisions regardless of what life has in store. Together, in partnership with their clients, they work to bring understanding and confidence to the decisions that are made to create financial success and financial freedom. Care and commitment is given to each and every person they work with and the best interests of their clients are at the center of everything they do
The Crossroads Group is currently seeking a Client Service Associate to assist with business submission and client service requests in support of two advisors. The ideal candidate will be detail-oriented, proactive and resourceful. The successful candidate must be able to work both individually and with a team, be coachable and demonstrate accountability for assigned tasks.
Applicants should have Microsoft Office proficiency, as well as computer aptitude to learn proprietary software programs quickly. Knowledge of Insurance and Financial Industry is a plus, as the candidate will help collect and process new business from application to completion, while adhering to strict compliance procedures.
This role is Full-Time (32-36 hours per week), and is located in our Indianapolis office.
Responsibilities:
- Submit business applications and track business in process
- Support client requests and inquiries
- Problem solve and support busy advisors throughout the practice
- Additional administrative duties as assigned
- 2+ years of professional administrative experience
- Excellent telephone, written, and interpersonal communication skills
- Superior organization skills
- Proficient use of MS Office (Word, Excel, Outlook, etc.)
- CRM experience a plus
- College degree or comparable professional work history
- Investment/FINRA registrations are a plus, but not required
- Team player with the ability to adapt to change and other responsibilities
- Ownership with time management, organization, and product knowledge
- Attention to detail and the ability to effectively receive, interpret, and disseminate information accordingly (through verbal or written communication)
- Proper grammar usage in communication with clients is of the utmost importance
- Acts as a liaison for advisors with business partners and clients
- Capable of completing multiple tasks and meeting established objectives and deadlines
Benefits:
- 2 weeks PTO/year
- Select Paid Holidays
- Potential for Bonus Opportunity
-
Client Service Associate
6 months 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
-
Senior Client Service Associate
6 days ago
Indianapolis, Indiana, United States TalentLink Solutions Full timeJob Title: Senior Client Service AssociateWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team at TalentLink Solutions. As a key member of our operations team, you will play a critical role in delivering exceptional client service and supporting our advisors in their work with clients.Key Responsibilities:Provide...
-
Client Service Representative
2 weeks ago
Indianapolis, Indiana, United States Diamond Tax Service Inc Full timeJob DescriptionAt Diamond Tax Service Inc, we are seeking a highly organized and detail-oriented Client Service Professional to join our team. The successful candidate will be responsible for providing exceptional client service and support to our clients and staff. Key responsibilities include:Client reception and follow-upOverseeing front office...
-
Senior Client Service Associate
4 days ago
Indianapolis, United States TalentLink Solutions Full timeWe are an established financial planning firm that has a rich history of serving clients for over three decades from our Indianapolis office. Our team takes immense pride in how we care for our clients and each other. Our financial planning is rooted in the value of family, and we understand the importance of creating a plan including the whole family. We...
-
Indianapolis, Indiana, United States ARTISTRY WEALTH, LLC Full timeJob OverviewAt Artistry Wealth, LLC, we are seeking a highly skilled Client Service Associate to join our team. This role is critical to the firm's daily operations and provides a unique opportunity to work with advisors and other key stakeholders in a collaborative environment.Key ResponsibilitiesAccount Openings and MaintenanceMoney Movement and...
-
Senior Client Service Associate
5 days ago
Indianapolis, United States TalentLink Solutions Full timeWe are an established financial planning firm that has a rich history of serving clients for over three decades from our Indianapolis office. Our team takes immense pride in how we care for our clients and each other. Our financial planning is rooted in the value of family, and we understand the importance of creating a plan including the whole family. We...
-
Senior Client Service Associate
7 days ago
Indianapolis, United States TalentLink Solutions Full timeWe are an established financial planning firm that has a rich history of serving clients for over three decades from our Indianapolis office. Our team takes immense pride in how we care for our clients and each other. Our financial planning is rooted in the value of family, and we understand the importance of creating a plan including the whole family. We...
-
Client Relations Associate
2 weeks ago
Indianapolis, United States MSi Corp Full timeOur rapidly expanding firm seeks a Client Relations Associate to strengthen our relationships with clients and ensure their satisfaction with our services. As the first point of contact for our clients, you will play a crucial role in representing our brand and supporting our marketing initiatives. Key Responsibilities: Client Communication: Serve as the...
-
Client Services Specialist
4 months 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...
-
Client Services Liaison
1 week ago
Indianapolis, Indiana, United States TEKsystems Full timeJob Title: Client Services RepresentativeThe Client Services Representative plays a vital role in ensuring seamless communication between our clients and our call center staff. This position requires a professional and positive demeanor, with excellent communication skills to resolve issues and provide administrative support.Key Responsibilities:Correspond...
-
Client Services Representative
2 weeks ago
Indianapolis, United States TEKsystems co Allegis Group Full timeDescription:The Client Services Representative serves as a liaison between our clients and the call center staff. They provide supportive positive services both internally and externally to resolve issues. Provide administrative support and processing for call center staff.Key Accountabilities: Correspond with clients in a professional manner via phone,...
-
Client Services Representative
1 week ago
Indianapolis, United States TEKsystems co Allegis Group Full timeDescription:The Client Services Representative serves as a liaison between our clients and the call center staff. They provide supportive positive services both internally and externally to resolve issues. Provide administrative support and processing for call center staff.Key Accountabilities: Correspond with clients in a professional manner via phone,...
-
Client Services Representative
9 hours ago
Indianapolis, United States TEKsystems Full timeDescription:The Client Services Representative serves as a liaison between our clients and the call center staff. They provide supportive positive services both internally and externally to resolve issues. Provide administrative support and processing for call center staff.Key Accountabilities:• Correspond with clients in a professional manner via phone,...
-
Client Services Representative
3 months ago
Indianapolis, United States Meduit Full timeThe Client Services Representative serves as a liaison between our clients and the call center staff. They provide supportive positive services both internally and externally to resolve issues. Provide administrative support and processing for call center staff.Key Accountabilities:Correspond with clients in a professional manner via phone, email, and...
-
Client Services Representative
2 months ago
Indianapolis, United States Meduit Full timeThe Client Services Representative serves as a liaison between our clients and the call center staff. They provide supportive positive services both internally and externally to resolve issues. Provide administrative support and processing for call center staff. Key Accountabilities:Correspond with clients in a professional manner via phone, email, and fax...
-
Client Service Coordinator
8 hours ago
Indianapolis, United States Norton Estate Planning & Elder Law Firm LLC Full timeDescription Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an Intake Specialist to take client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a...
-
Client Service Specialist
2 weeks ago
Indianapolis, United States CBIZ Full timeProduce, format, and edit letters and client deliverables Utilize company software to access and save data and documents in electronic format Communicate with internal staff to verify and finalize deliverables Working closely with other team members Client Service, Specialist, Microsoft, Service, Accounting, Retail
-
Client Service Coordinator
3 months ago
Indianapolis, United States DaMar Staffing Full timeJob DescriptionSummary The Client Services Coordinator is responsible for the full-cycle recruiting process and generating business for DaMar through marketing, developing new and existing clients and increasing job orders. Essential Duties and Responsibilities (other duties as assigned) Source, screen, interview, assess and reference check candidates for...
-
Client Service Coordinator
1 week ago
Indianapolis, United States DaMar Staffing Full timeJob Description Summary The Client Services Coordinator is responsible for the full-cycle recruiting process and generating business for DaMar through marketing, developing new and existing clients and increasing job orders. Essential Duties and Responsibilities (other duties as assigned) Source, screen, interview, assess and reference check candidates...
-
Client Service Coordinator
3 months ago
Indianapolis, United States DaMar Staffing Full timeJob Description Summary The Client Services Coordinator is responsible for the full-cycle recruiting process and generating business for DaMar through marketing, developing new and existing clients and increasing job orders. Essential Duties and Responsibilities (other duties as assigned) Source, screen, interview, assess and reference check candidates...