Onboarding & Client Success Associate I
Windsor Advantage, LLC
Windsor Advantage, LLC is seeking an Enterprise Solutions Associate I in Indianapolis, Indiana. This role is vital for conducting successful client onboardings while developing long-term relationships with customers. With a focus on customer service, the position entails managing client expectations and coordinating onboarding processes efficiently. The ideal candidate holds a bachelor’s degree in a relevant field and boasts at least 3 years of experience in administration or finance. A hybrid working model allows for office presence on certain days, paired with generous benefits. #J-18808-Ljbffr Windsor Advantage, LLC
$65k - $80k
Windsor Advantage, LLC, located in Indianapolis, is seeking an Enterprise Solutions Associate I to manage client onboardings and build relationships. Candidates should possess a Bachelor’s degree and at least 3 years of relevant experience. This hybrid role combines in...SuggestedWork at officeRemote work- ...Senior Registered Client Associate Embrace RBC Wealth Management's core values and inclusive... ...standards, research and resolve problems, onboard new accounts, process and maintain... ...difference to our communities, and achieving success that is mutual. A comprehensive...SuggestedFull timeFlexible hours
- ...Senior Registered Client Associate Embrace RBC Wealth Management's core values and inclusive... ...standards, research and resolve problems, onboard new accounts, process and maintain... ...difference to our communities, and achieving success that is mutual. A comprehensive...SuggestedFull timeFlexible hours
$50k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. As... ...after hire. EEO Statement Edelman Financial Engines encourages success based on our individual merits and abilities without regard...Suggested$70k - $75k
...The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests... ...clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our...SuggestedTemporary work- ...management, creating strategies to help our clients grow, protect, and transfer their assets... ...Overview The Client Service Associate (CSA) plays a critical role in... ...with Wealth Advisors to support client onboarding, ongoing relationship management, account...Full timeWork at officeWork from homeFlexible hours
- ...branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a... ..., research and resolve problems, onboard new accounts, process and maintain... ...difference to our communities, and achieving success that is mutual. A comprehensive...Full timeFlexible hours
$65k - $70k
...happen. Our important work benefits our clients and partners as much as it does our... ...Participate in and excel in the immersive WWT Associate Program. · Relationship management &... ...with a self-starter mindset. · Successfully complete and graduate from the WWT Associate...Full timeShift work- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can...Work at office
$75k - $85k
Client Service Associate, Aaron Wealth Advisors We are seeking an experienced Client Service Associate who delivers a white-glove client experience... ...ensuring consistent execution and minimal rework. Client Onboarding and Account Administration: Lead complex client onboarding...Full timeWork at officeLocal area- Shepherd Financial, LLC, located in Carmel, Indiana, seeks a Client Service Associate (CSA) to deliver exceptional client experiences and support Wealth Advisors. The CSA will manage client onboarding, account administration, and ongoing relationship support. Ideal candidates...Work at office
$50.13k - $82.37k
Guardian's Group Benefits Client Management team is hiring a Client Manager Associate! The Client Manager Associate, Premier Market will assume overall responsibility... ...incoming renewal and negotiation requests. A successful candidate must demonstrate strong customer...Full timeTemporary workWork experience placementWork at officeLocal areaWork from homeFlexible hours- A health benefits platform is seeking a Customer Success professional in Indianapolis. You will lead healthcare solutions for organizations, assist with annual renewals, and support clients and colleagues. Ideal candidates have 3-5 years of customer service experience...Work at officeWork from home
- RBC Capital Markets, LLC is hiring a Senior Registered Client Associate in Indianapolis, IN. In this role, you will support financial advisors and clients through relationship building and compliance management. Key qualifications include a Bachelor's degree, Series 7...
- Rockefeller Capital Management is looking for a motivated Client Associate to join its Private Advisor team in Carmel, Indiana. The ideal candidate will possess strong communication and organization skills, and have a thorough attention to detail. Responsibilities include...
- ...well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026. Position A Private Advisor team within... ...individual to join its growing team as a Senior Client Associate. The Senior Client Associate will work with our Private Advisor...Work at officeLocal area
- Rockefeller Capital Management is seeking a motivated individual for the role of Senior Client Associate within their Private Advisor team. This position involves working directly with high-net-worth clients, ensuring thorough account management, and providing excellent...
$75k - $85k
Aaron Wealth Advisors LLC is seeking an experienced Client Service Associate in Carmel, Indiana. The role entails delivering exceptional client service, managing complex workflows, and supporting investments and operations. The ideal candidate has a Bachelor's degree and...$70k - $75k
...paperwork processing. Process account openings, funding, deposit electronic checks, money movements, and other custodial tasks. Schedule client meetings and prepare basic reports and client forms in advance. Attend client meetings to take notes and send a summary to both the...$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...- World Wide Technology is seeking a candidate to develop consultative selling skills while participating in the immersive WWT Associate Program. Responsibilities include generating and qualifying business opportunities, managing relationships with internal and external stakeholders...
- ...Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created...Seasonal workWeekend workAfternoon shift
- ...About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine Travels Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and...Remote workFlexible hours
- ...Branch Client Service Associate I At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting...Full timeLive outWork at officeLocal areaFlexible hours
- ...history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...Work experience placementWork at office
- ...this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on this chance to prioritize both your personal and professional aspirations. Apply today and...Work from homeFlexible hours
- ...entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses... ..., in part due to our industry leading success in mergers and acquisitions What We Offer... ...Off ~ Pet Insurance ~ Comprehensive Onboarding Program ~ Continuing Education /...Work experience placementLocal areaFlexible hours
- ...We are seeking a professional and customer-focused Remote Client Services Associate to support clients within the travel industry. This role... ...opportunity Flexible scheduling options Training and onboarding provided Supportive team environment...Remote jobFlexible hours
$110k
...We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial... ...helping others achieve financial stability and long-term success Strong communication, interpersonal, and presentation...Full timeFlexible hours$85.02k
...experience. However, an underfill at the Associate Attorney level will be considered for... ...orders and decisions; Recruits, selects, onboards, and trains employees to ensure role responsibilities... ...bi‑weekly salary. What You’ll Need for Success Individuals in this role should...Full timeWork experience placementWork at officeRelocation
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