Client Services Associate — Foundation for Platform Growth
Selerix Systems, Inc.
Selerix Systems, Inc. is seeking a Client Services Specialist to support the Shared Services function. This role focuses on executing routine, well-defined tasks to ensure a seamless client experience and frees up senior specialists to handle more complex work. As the primary entry point into Client Success operations, you will gain broad platform familiarity and operational discipline, preparing for future advancements within the organization. #J-18808-Ljbffr Selerix Systems, Inc.
- ...committed to delivering exceptional client experiences in wealth... ...Overview The Client Services Associate plays a critical role in supporting... ...accurately. Utilize technology platforms to manage workflows, track... ...professional development and career growth. #J-18808-Ljbffr...PlatformWork at office
- ...Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to... ...relationships and contributing to the continued growth of the business through professional... ...via phone, email, and messaging platforms Provide exceptional customer...PlatformRemote workFlexible hours
$70k
...We are seeking an experienced Client Service Associate who wants to deliver a white-glove client experience... .... Leverage firm technology platforms and reporting systems to maintain data... ...client initiatives, and the continued growth of the firm. QUALIFICATIONS ~...PlatformFull timeWork at office$75k - $85k
We are seeking an experienced Client Service Associate who delivers a white-glove client experience and... ...initiatives, and organic business growth. Knowledge, Skills & Abilities Minimum... ...Employee Value Proposition Independent Platform: Freedom to serve clients without product...PlatformFull timeWork at office- ...Vice President, Customer Growth About the Company Rapid-growing financial services company Industry Consumer Services... ...from a financial guidance platform into a financial services provider... ..., a strong analytical foundation, and the ability to lead effectively...PlatformFoundation
$20 - $25 per hour
...Phillips and his team empower clients to achieve their financial... ...ideal candidate is a proactive, service-oriented professional who... ...efficiency, and support the overall growth of the practice. What You... ...or equivalent, required • Associate or bachelor’s degree,...Hourly payPart timeWork at officeLocal areaRemote workMonday to FridayFlexible hours$50k - $65k
...Client Service Associate Indianapolis, IN At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they... ...strong client relationships, and contributing to your team's growth and performance. Collectively, all of the bonuses are a...- ...creating strategies to help our clients grow, protect, and transfer... ...and highly responsive care. Service: We regularly and generously... ...and the financial industry. Growth: We intentionally seek opportunities... ...Overview The Client Service Associate (CSA) plays a critical role...Work at officeWork from homeFlexible hours
- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...meets success . What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor...Work at office
- Product Owner (Customer Lifecycle & Growth) Tangem is building the world’s most advanced self-custodial financial platform, redefining how people store, grow, and spend digital... ...at global scale. Tangem Pay extends this foundation into real-world finance. It transforms the...PlatformFoundationRemote work
$60k - $80k
...Job Description 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...Full timeTemporary workWork at office$120k - $135k
...Mission The Indianapolis Public Schools Foundation partners with school district leaders and... ...in the classroom and beyond. As Chief Growth Officer, you will serve as a strategic executive... ...or comparable donor management CRM platforms. Experience building or scaling a...PlatformFoundationWork at officeLocal area$110k - $130k
...national and global client relationships... ...role drives revenue growth, ensures exceptional client service, and steers the strategic... ...Managers and Associate Account Managers,... ...Office Suite and CRM platforms (Salesforce... ...unique make up the foundation of a company that...PlatformFoundationSummer workWork at officeLocal areaRemote workFlexible hours- Corient Services LLC is seeking an organized administrative professional to support advisory teams, handle client data gathering, and monitor paperwork. You will execute client funds transfers via custodian systems and maintain the CRM with accurate client information and...Work at office
- Shepherd Financial seeks a Client Service Associate to deliver high‑touch client experiences, supporting onboarding, ongoing relationship management, and account administration. The role partners with Wealth Advisors and requires attention to detail, responsiveness, and...Remote job
- ...building trust and meaningful relationships with our clients, providing more than financial planning services. Focused on combining asset protection and wealth... ..., IN for a Senior Registered Client Service Associate. Responsibilities include providing exceptional client...Full time
- Artistic Strategies is seeking a Senior Registered Client Service Associate for a full-time, on-site role based in Indianapolis, IN. The position focuses on delivering exceptional client service, supporting inquiries and account management, and preparing financial reports...Full time
- Stifel Financial Corp. in the United States is seeking a Client Services Associate (Registered) to assist Financial Advisors with opening and maintaining client accounts and records. You will perform a wide range of administrative duties, provide quotes, and ensure accurate...
- Modernize Public Services At Corvano, we believe technology isn’t a phase - it’s a foundation. We partner with our clients to modernize government services... ...to support successful platform adoption. Participate in... ...development, and certification growth opportunities. Join a...PlatformFoundationWork at officeLocal areaVisa sponsorship
- ...technology and strategy services, material... ...problems, we help our clients transform the way... ...enVista? Our associates are at the... ...device management platforms. Cloud & Collaboration... .... ~ ITIL Foundation or similar service... ...Opportunities for Growth: This role...PlatformFoundationTemporary workWork experience placementRemote workFlexible hoursNight shift
- elementthree is looking for a Paid Media Associate in Carmel, Indiana, who will... ...across various digital platforms. This role involves managing multiple client campaigns simultaneously and supporting... ...like Google Ads and a strong foundation in analytics are essential. #J-...PlatformFoundation
$150k - $180k
...Director, Ecommerce Client Services plays a vital role in... ...ability to drive strategic growth, mentor high-... ...Account Managers, and Associate Account Managers, Program... ...of ecommerce platforms, online merchandising... ...the unique make up the foundation of a company that the...PlatformFoundationContract workSummer workWork at officeLocal areaRemote workRelocation1 day per week- ...expertise with exceptional client service. We have 5 offices throughout... ...Strong relationships are our foundation for great work and long-term... ...We’re committed to personal growth, constructive feedback, and... ...Systems administrator on all HR platforms Onboarding and New Hire...PlatformFoundationHourly payFull timeSummer workWork at officeFlexible hours
- ...including presence on jobsites and client offices) to optimize client... ...to our customers, using platforms such as Salesforce to keep track... ...ideas, achievements, and growth real through purpose, passion... ...contribute. By building on this foundation, we strengthen our teams, our...PlatformFoundationWork experience placementWork at officeFlexible hours
- ...and web visitor identification platform that gives sales and... ...Europe, Dealfront is built on a foundation of compliance and transparency... ...to be experiencing a level of growth where we are seeking a new Account... ...to move quickly from one client to the next with outbound calls...PlatformFoundationRemote work
- ...financial advisors and our clients. As a Senior Registered Client Associate, become a trusted... ...organizational, and client service skills Attention to detail... ...Type: Full time Platform: WEALTH MANAGEMENT Job Type... ...is core to our continued growth as one of the largest and...PlatformFull timeFlexible hours
- ...financial advisors and our clients. As a Senior Registered Client Associate, become a trusted... ...organizational, and client service skills Attention to detail... ...Type: Full time Platform: WEALTH MANAGEMENT Job Type... ...is core to our continued growth as one of the largest and...PlatformFull timeFlexible hours
- Stifel is seeking a Client Services Associate (Registered) to support Financial Advisors with opening and maintaining client accounts, handling a variety of administrative tasks, and providing exceptional client service. The role requires series 7 and 63/66 licenses, and...
- ...who are ready to join a collaborative, growth-focused culture. As a partner to some of... ...And What We'll Build Together Kobie’s Client Services team operates at the intersection of... ...understanding of loyalty strategies, CRM platforms, and data-driven engagement Exceptional...PlatformRemote workFlexible hours
- Our client is seeking a Digital Account Manager to support and grow... ...ideal for someone with a foundation in paid media and digital marketing... ...consultation and customer service to support client goals... ...exposure to paid advertising platforms Excellent communication skills...PlatformFoundation
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