Client Success Advocate

7 days ago


Fort Wayne, Indiana, United States Foster Financial Services, LLC Full time

Foster Financial Services, LLC is seeking a talented Client Relationship Manager to join our team in Fort Wayne, IN. As a key member of our team, you will be responsible for providing exceptional service to our valued clients and driving business growth through strategic relationship building.

Our ideal candidate will have prior experience with excellent client service in a financial planning firm, proficiency with Microsoft Office suite, including Excel, and knowledge of CRM systems. A strong understanding of investment accounts taxation and new account opening paperwork is also required. Additionally, the successful candidate will possess excellent communication skills, both verbally and in writing, and be able to learn and adapt to changes quickly.

The Client Relationship Manager will be responsible for managing their own dedicated client book of incoming calls, building sustainable relationships and trust with client accounts through open and interactive communication, and providing accurate, valid, and complete information to client questions. They will also keep records of client interactions, process client accounts, and file documents, as well as run needed reports for client meetings with the Advisor of the Office.

We offer a competitive salary range of $45,000-$55,000 per year, along with benefits such as 401(k), health insurance, health savings account, and paid time off. Our team is dynamic and fast-paced, and we are looking for a motivated individual who thrives in this environment.

If you are a results-driven professional with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity.



  • Fort Wayne, Indiana, United States HealthEcareers - Client Full time

    Job Overview:Health Advocates Network, a leading healthcare staffing solutions provider founded by nurses, is seeking a dedicated Travel Nurse RN CVOR for a 13-week contract in Fort Wayne, Indiana. This exciting opportunity offers a competitive pay rate of up to $2,798 weekly, making it an attractive choice for skilled professionals.Key Responsibilities:As a...


  • Fort Wayne, Indiana, United States Bierman ABA Full time

    Becoming a Speech-Language Pathologist at Bierman Autism CentersAt Bierman Autism Centers, we are seeking a highly skilled and motivated Speech-Language Pathologist (SLP) to join our team. As an SLP at Bierman, you will have the opportunity to accelerate client success and drive coordination of care with ABA services.Responsibilities:Formulate and implement...


  • Fort Wayne, Indiana, United States HealthEcareers - Client Full time

    GHR Healthcare is currently seeking a travel nurse with Telemetry expertise for a temporary nursing position in Fort Wayne, Indiana.Job OverviewThis 13-week assignment requires the selected candidate to work 36 hours per week on a 12-hour day shift schedule. The ideal candidate will have experience in Telemetry and possess a strong foundation in nursing...


  • Fort Wayne, Indiana, United States Sharetec Full time

    We are seeking a talented Customer Success Support Professional to join our team at Sharetec, a rapidly growing company in the financial services industry.As a Customer Success Support Professional, you will play a critical role in delivering exceptional customer service and support to our clients. This is a full-time, exempt, hybrid-remote position that can...


  • Fort Wayne, Indiana, United States HealthEcareers - Client Full time

    Job OverviewHealthEcareers - Client is seeking a highly skilled Cardiovascular Surgery Specialist to join their team on a locum tenens basis. This opportunity allows the successful candidate to provide top-notch patient care while gaining valuable experience in a dynamic and fast-paced environment.About the RoleThis specialist will work alongside a talented...


  • Fort Wayne, Indiana, United States Mortgage Benefits Full time

    **Job Title:** Client Relationship Development Specialist**Estimated Salary:** $40,000 - $100,000 per year (performance-based)**Location:** Remote (USA)At Mortgage Benefits, we're seeking a skilled Client Relationship Development Specialist to strengthen client engagement and build long-term partnerships that fuel growth. As a key member of our team, you'll...


  • Fort Wayne, Indiana, United States HealthEcareers - Client Full time

    Healthcare Career OpportunityWe are seeking an experienced Obstetrician and Gynecologist to join our established team at a reputable health system in Fort Wayne, Indiana. This role offers a unique blend of OB and GYN practice opportunities, providing you with the flexibility to grow your career in a well-established environment.About the RoleThis is a...


  • Fort Wayne, Indiana, United States Health Advocates Network-Nursing Full time

    Health Advocates Network-Nursing is a leading healthcare staffing agency that seeks highly skilled and dedicated Registered Nurses (RNs) for various positions, including the Intensive Care Unit (ICU). As a travel nurse RN MICU, you will have the opportunity to work with our esteemed clients in Fort Wayne, Indiana.Job OverviewThis 13-week contract offers a...


  • Fort Wayne, Indiana, United States Summit Medical Staffing Nursing Full time

    About the JobSummit Medical Staffing Nursing is seeking a skilled travel nurse RN for a 13-week assignment in Fort Wayne, Indiana. This exciting opportunity will involve working in a pediatric intensive care unit, where you will provide high-quality patient care and work collaboratively with a dedicated team.Job RequirementsMinimum 2 years of experience in...

  • Travel Nurse RN

    1 week ago


    Fort Wayne, Indiana, United States Health Advocates Network-Nursing Full time

    Job SummaryWe are seeking a skilled Travel Nurse RN to join our team in Fort Wayne, Indiana. This is an excellent opportunity for a dedicated professional to work in Telemetry and contribute to the success of our healthcare organization.About the RoleThe successful candidate will have at least 2 years of recent experience in Telemetry and be able to provide...


  • Fort Wayne, Indiana, United States Health Advocates Network-Nursing Full time

    Health Advocates Network-Nursing is seeking a dedicated Registered Nurse with a passion for telemetry to join their team on a travel nursing assignment in the Fort Wayne, Indiana area.About the JobThis 13-week contract offers a competitive pay rate of $2,045 weekly and the opportunity to work as a Traveling Telemetry Registered Nurse (RNs) with a reputable...


  • Fort Wayne, Indiana, United States Summit Medical Staffing Allied Full time

    Summit Medical Staffing Allied is seeking a medical travel therapist for a 13-week assignment in Fort Wayne, Indiana. This position requires a Registered Respiratory Therapist with experience in an acute care setting.Job Highlights:36 hours per week12-hour night shiftsTravel compensation and benefits package availableAbout the Job:Company OverviewSummit...


  • Fort Wayne, Indiana, United States Health Advocates Network-Nursing Full time

    Job OverviewHealth Advocates Network-Nursing is seeking a critical care nurse specialist for a travel nursing position in Indiana.About the RoleThis ICU Registered Nurse opportunity offers competitive pay rates and a tax-free stipend amount to be determined.The RN will work on 12-hour night shifts, providing exceptional patient care in an Intensive Care Unit...


  • Fort Wayne, Indiana, United States Planet Healthcare Full time

    Are you a skilled and dedicated Registered Nurse looking for a new challenge? Planet Healthcare has an exciting opportunity for a Travel Nurse RN to join their team in Fort Wayne, Indiana.About the JobJob Title: Travel Nurse RN TelemetrySpecialty: TelemetryDiscipline: RNThe successful candidate will have 13 weeks of contract work with 36 hours per week,...


  • Fort Wayne, Indiana, United States GHR Healthcare Full time

    GHR Healthcare, a renowned bridge between healthcare professionals and facilities nationwide, is seeking an exceptional Cardiovascular Operating Room Registered Nurse for a travel nursing assignment in the United States. About GHR HealthcareWe have been dedicated to uncovering the ideal fit for over 30 years. Our commitment extends to competitive...


  • Fort Wayne, Indiana, United States Health Advocates Network-Nursing Full time

    Job Title: Critical Care Nurse Opportunity in Fort WayneLocation: Fort Wayne, IndianaWe are seeking a highly skilled and experienced Critical Care Nurse to join our team at Health Advocates Network-Nursing. This is an exciting opportunity for a registered nurse with at least 2 years of recent experience in MICU settings.About the Job:This is a 13-week...


  • Fort Wayne, Indiana, United States Planet Healthcare Full time

    Job OpportunityWe are seeking a skilled Critical Care travel nurse to join our team at Planet Healthcare.This position is based in Fort Wayne, Indiana and requires a strong background in Trauma ICU care.The successful candidate will have experience working with critically ill patients and possess excellent communication and problem-solving skills.About the...


  • Fort Wayne, Indiana, United States Health Advocates Network-Nursing Full time

    Health Advocates Network-Nursing, a company established and led by nurses, is seeking experienced Telemetry Registered Nurses for travel nursing jobs in various locations. As a valued member of our team, you will have the opportunity to work on short- and long-term contracts, enjoy competitive pay rates, and take advantage of our comprehensive benefits...


  • Fort Wayne, Indiana, United States Health Advocates Network-Nursing Full time

    We are seeking an experienced Intensive Care Unit (ICU) Registered Nurse to join our team at Health Advocates Network-Nursing. This is a travel nursing position with a 13-week contract and competitive pay rates.About the RoleThe ICU RN will be responsible for providing high-quality patient care in a fast-paced environment. The ideal candidate will have at...


  • Fort Wayne, Indiana, United States Anders Group, LLC Full time

    Compensation PackageWe offer fulfilling assignments and rewarding compensation packages nationwide. Our benefits include:Health InsuranceLife Insurance401(k)Employee Assistance ProgramThe Purple Card (Patient Advocates)Licensure ReimbursementPremium Pay PackagesCEU ReimbursementsDaily Per DiemsTravel ReimbursementsRental Car AllowancesContinuing Education...