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General Service Associate 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 ... General understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.) * Adaptable, detail ...

Harvest Market

CUSTOMER SERVICE ASSOCIATE

Carmel, IN · On-site

$16 - $18/hr

Customer Service Associate The Customer Service Associate is responsible for ensuring superior ... Read, analyze, and interpret general business periodicals, professional journals, technical ...

Neiman Foods Inc

CUSTOMER SERVICE ASSOCIATE

Carmel, IN · On-site

$16 - $18/hr

Customer Service Associate The Customer Service Associate is responsible for ensuring superior ... Read, analyze, and interpret general business periodicals, professional journals, technical ...

Niemann Foods

Customer Service Associate

Carmel, IN

$16 - $18/hr

SUMMARY The Customer Service Associate is responsible for ensuring superior customer service ... Read, analyze, and interpret general business periodicals, professional journals, technical ...

Niemann Foods

Customer Service Associate

Carmel, IN · On-site

$16 - $18/hr

SUMMARY The Customer Service Associate is responsible for ensuring superior customer service ... Read, analyze, and interpret general business periodicals, professional journals, technical ...

County Market

Customer Service Associate

Carmel, IN · On-site

$16 - $18/hr

SUMMARY The Customer Service Associate is responsible for ensuring superior customer service ... Read, analyze, and interpret general business periodicals, professional journals, technical ...

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 ... General understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.) * Adaptable, detail ...

VALUE CITY FURNITURE

Customer Service Associate

Mishawaka, IN · On-site

$13.25 - $18.25/hr

The Customer Service Associate is critical in ensuring we meet that goal. This person serves ... High school diploma or general education degree (GED); or equivalent combination of education and ...

Bennington

Customer Service Associate

Elkhart, IN · On-site

$14 - $19.25/hr

Customer Service Associate Bennington is the market leading pontoon boat manufacturer and a wholly ... and general problem solving. · Recognize individual customer needs and go above and beyond to ...

Aon

Associate, Client Service

Indianapolis, IN · On-site

$13.75 - $19/hr

Client Service Associate The Client Service Associate supports advisor teams and clients through ... general account maintenance * Handle asset movement requests with clients and at the custodial ...

New

HHC

Room Service Associate

Indianapolis, IN · On-site

General knowledge of safe food storage, preparation and handling * Knowledge of therapeutic diet restrictions * Strong customer service skills and ability to communicate effectively in a professional ...

Bennington

Customer Service Associate

Elkhart, IN · On-site

$13.75 - $19/hr

The Customer Service Associate will be responsible to provide customer service to the dealer ... Support dealers and customers with technical issues and general problem solving. Recognize ...

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All JobsGeneral Service Associate JobsGeneral Service Associate Jobs in Indiana

General Service Associate information

What is the job of a general service associate?

A general service associate performs routine tasks to support daily operations, such as customer service, maintenance, inventory management, and assisting staff. The role often requires good communication skills, attention to detail, and the ability to work in a team environment.

What cities in Indiana are hiring for General Service Associate jobs?

Cities in Indiana with the most General Service Associate job openings:

General Service Associate jobs near you

Client Service Associate

Auburn, IN • On-site

Credent Wealth Management
Finance and Insurance • 51 - 200 employees
Learn more about Credent Wealth Managementexternal

$13.50 - $18.75/hr

Other

Posted 26 days ago

Job description

Client Service Associate

Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service Associate also works closely with the Wealth Manager as the primary support on the client relationship. Client Service Associates are an integral role to clients and business activities as they will interact with clients daily to execute account paperwork, financial reports, and to maintain ongoing communication to deliver a client relationship experience beyond expectations. This role will also perform fund transactions, meet with clients for goal reviews each year, assist clients with accessibility to online client systems, and provide overall support to the advisory team through document preparations, proposals, risk management reviews, and troubleshooting system business processes.

Job Responsibilities:

  • Onboard, maintain, and offboard clients, accounts, and client relationships through system account updates and fielding questions from clients about their account status.
  • Process new client accounts, combine accounts, transfer accounts, client banking information, or close accounts by following system business processes.
  • Create, transfer, and update client households in CRM, custodial and finance systems, including beneficiaries, address and contact changes, new and transitioning account information, and financial life events.
  • Identify, communicate, assist, and resolve questions and concerns from clients with online systems access, functionality, and provide demo use when necessary.
  • Understand, demonstrate, and continually improve a thorough and well-rounded knowledge of account types, regulatory compliances, basic trade instructions, account settlements timeframes, RMDs, account roll-overs, security holdings, and investments.
  • Assist the Client Care Coordinator (CCC) role when necessary, providing scheduling support, answering and routing phone calls to team members.
  • Prepare, hosts, and attends assorted web conference calls and other office meetings about new business processes, systems use, onboarding/offboarding updates, etc
  • Remain knowledgeable in the policies and regulations of the regulatory bodies to ensure compliance with all work activities.
  • Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations
  • Comply with company-wide policies and SEC regulations

Knowledge, Skills and Abilities:

  • Progressive analytical knowledge, client service, and interpersonal skills
  • Excellent verbal, written, and presentation communication skills
  • General understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.)
  • Adaptable, detail-oriented, and creative problem-solving skills
  • Ability to multitask, learn, and think beyond the current process
  • Proficient in Microsoft Office suite

Education and Experience:

  • High School Diploma, Associate's, Bachelor's Degree in Finance, or Business Administration a plus
  • 1+ year in Finance, Banking, Tax, or Accounting; Customer service experience preferred

Other:

  • Series 65 License achieved within 30-60 days after hire

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