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JPMorgan Chase Bank, N.A.
Indianapolis, IN, United States
Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partner
Job Source: JPMorgan Chase Bank, N.A.Evolent Health
Indianapolis, IN, United States
Your Future Evolves Here Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly health conditions. Working across specialties and primary care, we seek to connect the pieces of fragmented health care system and ensure people get the same level of care and compassion we would want for our
Job Source: Evolent HealthBeckman Coulter
Indianapolis, IN, United States
Beckman Coulter Life Sciences' mission is to empower those seeking answers to life's most important scientific and healthcare questions. With a legacy spanning 80+ years, we have long been a trusted partner to our customers, who are working to transform science and healthcare with the next groundbreaking discovery. As part of our team of more than
Job Source: Beckman CoulterDanaher Corporation
Indianapolis, IN, United States
Beckman Coulter Life Sciences’ mission is to empower those seeking answers to life’s most important scientific and healthcare questions. With a legacy spanning 80+ years, we have long been a trusted partner to our customers, who are working to transform science and healthcare with the next groundbreaking discovery. As part of our team of more than
Job Source: Danaher CorporationJPMorgan Chase Bank, N.A.
Indianapolis, IN, United States
Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Sr. Associate in the Commercial Bank, you will resolve client requests while working in partner
Job Source: JPMorgan Chase Bank, N.A.Stifel
Indianapolis, IN, United States
Summary 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 but not limited to, word processing, preparing mailings, filing, answering the phone, obtai
Job Source: StifelMorgan Stanley
Indianapolis, IN, United States
POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an unders
Job Source: Morgan StanleyARTISTRY WEALTH, LLC
Indianapolis
Job Description Job Description Description: The Client Service Associate (CSA) provides critical support to the firm and our daily operations. In this role, you will have the opportunity to interface with advisors and other key stakeholders daily in a highly professional and collaborative environment. Ideal candidate will possess strong attention
Job Source: ARTISTRY WEALTH, LLCIndianapolis, IN, United States
Job Description
Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts.
Primary Responsibilities:
- Serve as the main point of contact for assigned client relationships
- Field client phone calls and emails, providing prompt responses to inquiries
- Process account paperwork including new account openings, transfers, distributions, etc.
- Update client data and relationship management systems
- Prepare investment review materials and performance reports for advisors
- Complete trade entry and account maintenance tasks
- Support client events and meetings
Required Qualifications:
- Bachelor’s degree or equivalent work experience
- 2+ years in financial services or client service role
- Proficiency with CRM systems and financial planning software
- Strong verbal, written and technical communication abilities
- Highly organized and attentive with ability to manage multiple tasks
- Upbeat customer-focused attitude
We offer a competitive salary and benefits package commensurate with experience. Please submit your resume to [email protected] if you would like to contribute your talents to our close-knit team managing assets for high-net-worth individuals and families.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Client Service Associate jobs in Indianapolis, IN, United States
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