Client Services Associate - Investment Operations & CRM

$70k - $75k

Dormont Manufacturing Company

Dormont Manufacturing Co in Indianapolis is seeking a Client Service Associate to support clients and advisors through administrative tasks and handling client requests. Responsibilities include scheduling meetings, processing account paperwork, and maintaining CRM data accuracy. The ideal candidate will have a Bachelor’s degree and over 5 years of relevant experience. The position offers a salary in the range of $70,000 to $75,000 and a commitment to diversity and inclusion. #J-18808-Ljbffr

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Client Services Associate - Investment Operations & CRM in Indianapolis, IN vacancy

Client Service Associate (FP&A)
$50k
...Overview We are seeking a Client Service Associate (Financial Planning & Analysis/FP&A) to support client relationships, operational workflows, and administrative functions within a fast... ...and up-to-date client records within CRM and project management systems. Manage...
Operations
CRM
Work at office
Remote work
Windward Recruiting
Indianapolis, IN
1 day ago
Wealth Management Client Services Associate
$70k - $75k
...A leading independent financial advisory firm is seeking a Client Service Associate in Indianapolis. The role involves supporting clients and advisors by performing administrative tasks, ensuring CRM data accuracy, and assisting with account management. The ideal candidate...
CRM
Cerity Partners
Indianapolis, IN
1 day ago
Client Service Associate
$70k - $75k
...movements, and other custodial tasks. Schedule client meetings and prepare basic reports and... ...the advisory team. Develop knowledge of investment accounts, products, and the forms... ...Ongoing maintenance and quality control of CRM data. Organize advisory team meetings and...
CRM
Cerity Partners Management LLC
Indianapolis, IN
1 day ago
Client Service Associate
$70k - $75k
...The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative... ...basic reports. The Associate ensures CRM data accuracy and helps with client... ...The role also involves learning about investment products and improving internal...
CRM
Temporary work
Cerity Partners
Indianapolis, IN
5 days ago
Client Service Associate
...Client Service Associate Celebrating more than 60 years of rich history and... ...Client Relationship Management (CRM) software. Assists... ...procedures, and methods. Investment concepts, practices and procedures... ...) Ability to: Operate standard office equipment...
CRM
Work experience placement
Work at office
Raymond James Financial Services
Carmel, IN
6 days ago
Wealth Management Client Service Associate
Shepherd Financial, LLC, located in Carmel, Indiana, seeks a Client Service Associate (CSA) to deliver exceptional client experiences and support... ...financial services, an undergraduate degree, and skills in Redtail CRM and Microsoft Office. Compensation includes salary plus...
CRM
Work at office
Shepherd Financial, LLC
Carmel, IN
5 days ago
Client Service Associate
$50k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial... ...traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all...
Operations
Edelman Financial Engines
Indianapolis, IN
2 days ago
Client Service Associate - NR
...for a culture that puts its clients and associates first: a culture where... ...You’ll Be Doing The Client Services Associate (NR) assists one... ...the branch office. Perform operational or administrative functions... ...understanding of the investment brokerage industry and securities...
Operations
Work at office
Stifel Financial
Indianapolis, IN
1 day ago
Client Service Associate - Wealth Management
...strategies to help our clients grow, protect, and... ...team member is invested in the well‑being... ...responsive care. Service: We regularly and... ...The Client Service Associate (CSA) plays a... ...administration, and operational excellence. This position... ...in Redtail CRM. Ongoing Client Service...
CRM
Work at office
Work from home
Flexible hours
Shepherd Financial, LLC
Carmel, IN
5 days ago
Client Service Associate (Carmel, IN)
...Client Service Associate Under direct supervision, uses intermediate skills... ...Client Relationship Management (CRM) software. Assists... ...procedures, and methods. Investment concepts, practices and procedures... ...and mail) Ability to Operate standard office equipment...
CRM
Work experience placement
Work at office
Raymond James Financial
Carmel, IN
3 days ago
Client Service Associate
...Branch Client Service Associate I At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected... ...AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and...
Operations
Full time
Live out
Work at office
Local area
Flexible hours
Arthur J Gallagher & Co
Carmel, IN
4 days ago
Client Relationship Representative (Universal Banker)
...and team sales and service metrics to help... ...financial needs of bank Clients. Deliver upon a... ...management. Operational Excellence... ...goals. Utilize CRM and sales tools to... ..., mortgages, and investments. Team Collaboration... ...and support to associates related to...
Operations
CRM
Flexible hours
Night shift
First Merchants Bank
Carmel, IN
28 days ago
Client Support Specialist I
...Responsible for supporting client relationships through... ...to task owners within Operations and Quality Assurance.... ...quality, high touch client service through responsive... ...Client Records Management (CRM) system including... ...and/or experience: Associate or bachelor's degree preferred...
Operations
CRM
Work at office
Sentry BioPharma Services, Inc.
Indianapolis, IN
4 days ago
PartTime Executive Assistant Financial Services
$24 - $26 per hour
...is dedicated to helping clients build lasting memories... ...stay ahead of needs, keep operations running smoothly, and... ...day-to-day client service needs, including account... ...advanced experience with CRM systems (required) Industry... ...leaders who are invested in your success and excited...
Operations
CRM
Hourly pay
Part time
Work at office
Monday to Friday
WestPoint Financial Group
Indianapolis, IN
4 days ago
FP&A Client Service Associate Hybrid Work & Growth Path
$50k
...Windward Recruiting is looking for a Client Service Associate in Indianapolis, Indiana to enhance client relationships and operational workflows in a dynamic financial services environment. This role involves communication, client onboarding, and administrative support...
Windward Recruiting
Indianapolis, IN
2 days ago
Client Assistant
...Client Assistant Position at Baird As a Client Assistant at... ...delivering outstanding client service and operational support to one or more... ...Client Relationship Management (CRM) system for Financial Advisor... ...options, annuities, and other investment vehicle orders per Financial...
Operations
CRM
Work experience placement
Work at office
Baird
Indianapolis, IN
2 days ago
Client Services Associate - Financial Advisory Support
...Edelman Financial Engines is seeking a Client Service Associate in Indianapolis, Indiana. You will support financial planners by providing exceptional client service, coordinating meetings, supervising account activities, and ensuring compliance. Candidates should have...
Edelman Financial Engines
Indianapolis, IN
2 days ago
Customer Service Representative
...Description Customer Service Representative Position... ...Northside Indianapolis client is seeking a Customer... ...and supporting internal operations. This is a fast-... ...Qualifications ~ Associate’s degree or equivalent... ...general computer systems (CRM experience a plus) ~ Team...
Operations
CRM
Work at office
Milliner Talent Solutions
Indianapolis, IN
4 days ago
Service Delivery Specialist
...the end-to-end customer experience across service delivery, trouble repair, and claims,... ...customer service, scheduling coordination, operations, or a related role ~ Experience managing... ...coordinating operations ~ Familiarity with CRM systems, billing platforms, or service...
Operations
CRM
Contract work
For contractors
MAINSTREAM FIBER NETWORKS LLC
Indianapolis, IN
9 days ago
Customer Service & Sales Specialist (Manufacturing / Industrial)
$23 - $25 per hour
Customer Service & Sales Specialist (Manufacturing / Industrial) Beech Grove, IN | $23-$25... ...upselling, and play a key role in keeping operations running smoothly. What You’ll Be Doing... ...credits, and issue resolution Maintain CRM records and generate Excel reports What...
Operations
CRM
Local area
MOHR Talent
Beech Grove, IN
3 days ago
Customer Care Agent
...worldwide. Our Local Customer Care Agent is the operational backbone of our delivery ecosystem,... ...Support Provide elevated, white-glove service for VIP customers and complex, high-priority... ...programs such as Microsoft office and CRM systems Maintain reliable attendance Thrive...
Operations
CRM
Work at office
Local area
Immediate start
Worldwide
Ashley Furniture
Indianapolis, IN
1 day ago
Customer Success Consultant - Onboarding & Growth
...efficient transition for new clients, setting them up for... ...areas for product and service improvement and... ...trends. Experience with CRM and customer success... ...Customer Service, Finance, Operations, etc.). It... ...Functional Consultant Associate (MB-230) This certification...
Operations
CRM
Leasepath
Indianapolis, IN
3 days ago
Customer Experience Specialist
...subscribers. Utilize Hubspot CRM and tools to track leads,... ...Soundspace expert to address client questions, issues, and challenges... ...performance to the Head of Sales Operations. Qualifications Minimum... ...sales principles and customer service practices. Proficiency in...
Operations
CRM
Soundspace
Indianapolis, IN
3 days ago
Universal Member Service Representative - Float
...Universal Member Service Representative – Float The Universal Member Service Representative... .... This versatile role ensures smooth operations by stepping in to cover for other Universal... ...~ Expert in use of core system, CRM, imaging, and account opening ~ Successfully...
Operations
CRM
Night shift
Indiana Members Credit Union
Indianapolis, IN
4 days ago
Service Sales Specialist - Life Safety and Compliance Systems
...Service Sales Specialist - Life Safety and Compliance Systems... ...square foot of a building's operations. We work with contractors, building... ...trade shows, and professional associations to promote company... ...exceed goals. Proficient with CRM platforms, Microsoft Office Suite...
Operations
CRM
Contract work
For contractors
Work at office
Envelop Group
Indianapolis, IN
1 day ago
Global Business Services (International) Tax Consultant
...Global Business Services (International) Tax Consultant McGuire Sponsel... ...expertise with exceptional client service. With five offices... ...perfection. R elationship Focus: We invest in authentic, trusting... ...everything we do. A wareness: We operate with emotional intelligence...
Operations
Full time
Summer work
Flexible hours
McGuire Sponsel
Indianapolis, IN
2 days ago
Project Customer Support Specialist Team Lead
...., Inc is a family-owned and operated industrial automation sales company... ...systems, processes, and service standards. Offer coaching and... ...objectives. Qualifications Associate’s or Bachelor’s degree in Business... ...skills. Proficiency with CRM and ERP systems (Salesforce and...
Operations
CRM
Full time
George E. Booth Co.
Indianapolis, IN
1 day ago
Customer Service Rep
...Customer Service Associate We're a determined to deliver organization that's hyper-focused on... ...Collaborate closely with sales and operations teams to swiftly resolve service-related... ...Microsoft Office suite; familiarity with CRM software is advantageous. Sales experience...
Operations
CRM
Work at office
Local area
Service Sanitation
Indianapolis, IN
5 days ago
Sales Development Representative II
...experience. Collaborates with sales peers, marketing, finance, operations, and other areas as appropriate in identifying issues and... ...Measurable Sales Achievements, Sales Experience using Digital tools/CRM, Collaboration across multiple functions Pay Transparency:...
Operations
CRM
Night shift
FedEx
Indianapolis, IN
2 days ago
Universal Member Service Representative - Float
...divh2Universal Member Service Representative Float/h2pThe Universal Member Service Representative... .... This versatile role ensures smooth operations by stepping in to cover for other... ...knowledge/liliExpert in use of core system, CRM, imaging, and account opening/liliSuccessfully...
Operations
CRM
Night shift
Indiana Members Credit Union
Indianapolis, IN
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Associate - Investment Operations & CRM. Be the first to apply!