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Customer Client Service Support Jobs in Indiana (NOW HIRING)

Credent Wealth Management

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Client Service Associate Client Service Associates support the Wealth Advisor by attending client ... Create, transfer, and update client households in CRM, custodial and finance systems, including ...

CX Institutional LLC

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Client Service Associates support the Wealth Advisor by attending client and prospect events and ... Create, transfer, and update client households in CRM, custodial and finance systems, including ...

Northwestern Mutual

Client Service Associate

Indianapolis, IN · On-site

$13.75 - $19/hr

Client Service Associate Job Summary Wise Financial - Northwestern Mutual Private Client Group is ... Answer customer questions and concerns. * Help monitor and respond to incoming client and team ...

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Customer Client Service Support information

Is remote customer client service support a stressful job?

Remote customer client service support can be stressful due to high call volumes, difficult customer interactions, and the need for strong communication skills. However, many employers offer flexible schedules and training to help manage stress levels. The job often requires patience, problem-solving, and the ability to stay calm under pressure.

What are two jobs that require customer client service support skills?

Customer Client Service Support skills are essential in roles such as customer service representatives and technical support specialists. These jobs require strong communication, problem-solving, and interpersonal skills to assist clients effectively and ensure customer satisfaction.

What cities in Indiana are hiring for Customer Client Service Support jobs?

Cities in Indiana with the most Customer Client Service Support job openings:

Client Service Associate

Indianapolis, IN • On-site

ARTISTRY WEALTH, LLC
See more jobs at ARTISTRY WEALTH, LLCexternal

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Job description

Description:

Senior Client Service Associate

Indianapolis / Carmel IN


What We Offer
  • Competitive salary of $60,000–$80,000, based on experience
  • Up to 70% employer-paid medical, dental, vision and life insurance
  • 100% employer-paid short-term and long-term disability insurance
  • 401(k) with employer match — 100% of the first 3% contributed, plus 50% of the next 2%
  • Three weeks of paid vacation
  • Paid holidays & birthday
  • A professional, collaborative work environment with opportunities to learn and grow within the financial services industry


Company Description

At Artistic Strategies, we prioritize building trust and meaningful relationships with our clients, providing more than financial planning services. Focused on combining asset protection and wealth creation, we leverage knowledge, creativity, and empathy to craft personalized financial strategies. From establishing college savings accounts to addressing more complex financial matters like tax-sensitive investments, retirement planning, and estate planning, we support clients in achieving their life goals. Backed by Cetera Advisors LLC and Cetera Investment Advisers LLC, we are committed to delivering tailored solutions with transparency and care for every individual and family we serve.


Role Description

This is a full-time, on-site role based in Indianapolis, IN for a Senior Registered Client Service Associate. Responsibilities include providing exceptional client service, supporting client inquiries and account management, preparing financial reports, and assisting with transaction processing. The Senior Associate will also collaborate with team members to meet client goals, ensure compliance with industry standards, and maintain detailed client records while contributing to the overall success of the firm.


Primary duties include:

  • Account Openings
  • Money Movement (Journal/ACH/Wire)
  • Account Maintenance
  • Resolve custodial issues
  • Trading/Rebalancing Accounts
  • Other duties as assigned


Requirements:
  • Financial Services Experience
  • Proficient with Microsoft Office, including Outlook, Excel, Word, etc.
  • Strong attention to detail while working in a fast-paced environment.
  • Ability to work independently and with a team.
  • HS diploma or equivalent required; college experience preferred.



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