Client Service Administrator

WealthPoint 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...

WealthPoint 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.ResponsibilitiesProvide...

Job 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...

Overview: Please note - This is an in-office role; our office is located Indianapolis, Indiana.    Under a significant level of guidance and direction, provides customer service for one Paychex product. Uses prescribed guidelines to ensure good customer relations are maintained and customer claims and complaints are resolved fairly, effectively, and in...

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,...

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,...

Job DescriptionPosition Overview: As a Client Services Representative, you'll be the first point of contact for our clients, visitors, and staff. Your role will involve managing incoming customer inquiries via phone and live chat, providing excellent communication services, and ensuring smooth operations across departmental channels.Company Overview: The...

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

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

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following page: Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and...

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Indianapolis, IN who is an independent firm is seeking an exceptionally sharp, motivated, and detail-oriented Senior Client Service Associate to join their team to provide proactive in-office support...

Job DescriptionJob DescriptionPosition Overview: As a Client Services Representative, you'll be the first point of contact for our clients, visitors, and staff. Your role will involve managing incoming customer inquiries via phone and live chat, providing excellent communication services, and ensuring smooth operations across departmental...

Overview: We’re searching for a Administrative Assistant who will be responsible for providing administrative support to staff and leadership. The role will involve assisting with payroll, recruiting, scheduling, and managing workflow while providing a positive customer service attitude as well as presenting a professional appearance. The role will operate...

Job DescriptionJob DescriptionMSI is a leading provider of exceptional client services. We take pride in our commitment to excellence and our dedication to ensuring the satisfaction of our clients. As we continue to expand our operations, we are seeking a motivated and enthusiastic individual to join our team as a Client Service Representative.As a Client...

Job Description To help continue our rapid growth and solve our clients’ toughest problems, we need a Systems Administrator to join the team. This job is open to remote work anywhere in the U.S. If you love to solve problems and add value, please consider what your typical days might look like… You will deliver assigned operational and project...

Job DescriptionJob DescriptionAre you looking for your next exciting career move in client services? Are you driven, self-motivated, and an excellent communicator? If the answer is YES, then look no further as this is the role for you!We have a fantastic opportunity as a Client Services Representative, for individuals who are motivated and looking to take...

Job DescriptionJob DescriptionThis is an onsite role in Indianapolis with no remote work.  No relocation assistance is available and this is an immediate need so only local candidates are being considered at this time.Overview:This is a Client-facing role working as part of a Support Team providing Tier 2 and Tier 3 desktop / IT system deployment and...

Onebridge 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:...

Onebridge 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:...

SummaryUnder 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 but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining...