Senior Client Services Associate - Financial Planning
Artistic Strategies
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. The role requires expertise in finance-related operations, strong communication, and the ability to maintain accurate client records while collaborating with a team to meet client goals. #J-18808-Ljbffr Artistic Strategies
$60k - $80k
...Description Job Description Description: Senior Client Service Associate Indianapolis / Carmel IN... ...to learn and grow within the financial services industry Company Description... ..., providing more than financial planning services. Focused on combining asset...SuggestedFull timeTemporary workWork at office- ...trust and meaningful relationships with our clients, providing more than financial planning services. Focused on combining asset protection and... ...site role based in Indianapolis, IN for a Senior Registered Client Service Associate. Responsibilities include providing...SuggestedFull time
- ...Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to... ...travel experiences through personalized planning and exceptional service. We... ...independently in a remote environment Basic financial and payment processing knowledge...SuggestedRemote workFlexible hours
- ..., mid-size broker/dealer and financial advisory firm committed to delivering exceptional client experiences in wealth management... ...Position Overview The Client Services Associate plays a critical role in... ...accuracy. Assistwith financial planning tasks andmaintainclient accountsin...SuggestedWork at office
$70k
...We are seeking an experienced Client Service Associate who wants to deliver a white-glove client experience and serve as a relationship manager... ...package including health, dental, and vision coverage, a 401(k) plan with employer match, professional development reimbursement,...SuggestedFull timeWork at office- ...Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone... ...success . What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and...Work at office
$20 - $25 per hour
...Description WestPoint Financial Group is assisting... ...families and business owners plan for the future, Family... ...and his team empower clients to achieve their... ...candidate is a proactive, service-oriented professional... ...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 need to thrive. We believe... ...solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or...- 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
- About Shepherd Financial Shepherd Financial is an independent... ...to retirement plan consulting and wealth... ...strategies to help our clients grow, protect, and transfer... ...responsive care. Service: We regularly and generously... ...The Client Service Associate (CSA) plays a critical...Work at officeWork from homeFlexible hours
- Selerix Systems, Inc. is seeking a Client Services Specialist to support the Shared Services function. This role focuses on executing routine... ...tasks to ensure a seamless client experience and frees up senior specialists to handle more complex work. As the primary entry...
$75k - $85k
We are seeking an experienced Client Service Associate who delivers a white-glove client experience and... ...under advisement. We deliver holistic financial advice, access to exclusive investment... ...salary Discretionary bonus 401(k) plan 401(k) employer match Health, vision,...Full timeWork 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
- 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...
- 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...
$51.4k
Charles Schwab is looking for candidates to join the service team, educating clients on investment strategies, trading tools, and retirement choices. You will answer inbound calls, own issues, and pursue licensing through the Schwab Service Academy (SSA) with paid training...- ...management firm to grow their team. The role focuses on client retention and presenting client-related financial plans and investment recommendations with existing... ...onboarding for new clients, and collaborate with Senior Advisors to implement investment strategies for top...Senior
- ...culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients,... ...communication, people, organizational, and client service skills Attention to detail coupled with the...SeniorFull timeFlexible hours
- ...culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients,... ...communication, people, organizational, and client service skills Attention to detail coupled with the...SeniorFull timeFlexible hours
- ...culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients,... ...communication, people, organizational, and client service skills Attention to detail coupled with the...SeniorFull timeFlexible hours
- ...Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations... ...most important people decisions. We help clients build better workplaces, where people... ...; think of Gallagher. Overview As the Senior Client Associate you will continue to develop industry...SeniorWork at officeLocal areaShift work
- RBC Wealth Management in Indianapolis is seeking a Senior Registered Client Associate to support financial advisors and clients by handling inquiries, processing... ...skills to help advisors grow their business while delivering exceptional service. #J-18808-Ljbffr RBCSenior
- RBC Wealth Management in Indianapolis seeks a Senior Registered Client Associate to support financial advisors and clients. You will handle account questions,... ...flexible benefits. This role emphasizes client-first service and professional growth. #J-18808-Ljbffr RBC...SeniorFlexible hours
- A financial advisory firm is seeking a Client Services Associate to enhance client experiences in Indianapolis. This role involves coordinating client meetings, managing communications, assisting with financial tasks, and collaborating with advisors. The ideal candidate...
$19.09 - $36.35 per hour
...citizenship required due to client contracts. Position must be... ..., TN Overview As an Associate Customer Service Solution Analyst within Oracle... ...(k) Savings and Investment Plan with company match # Paid... ...Stock Purchase Plan # Financial planning and group legal...SeniorHourly payTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift work$70k
Windward Recruiting is seeking a Client Service Associate in Carmel, Indiana to deliver a white-glove client experience. This full-time position entails managing complex client relationships and supporting UHNW families. The ideal candidate will have over 2 years of experience...Full time- Busey Bank in Carmel, IN is seeking a Relationship Banker II to deepen customer relationships and deliver comprehensive financial services. You will blend teller functions with personal banking to support consultative sales and efficient account management. The role emphasizes...Senior
- ...but to your colleagues, clients, and the communities... ...Miller (KSM) is seeking a Senior Associate to join our growing Transaction Advisory Services (TAS) practice. This... ...-side and sell-side financial due diligence engagements... ...to engagement planning, including scoping, data...SeniorContract workWork at officeFlexible hours
- ...Customer Service Specialist IIWe are seeking a Customer Service Specialist II to join our Retirement Services Support Team. This role involves managing customer inquiries related to IRA and brokerage accounts, handling contribution inquiries, and addressing navigation...SeniorShift work
- ...Summary:The Core Tax Services Senior Manager is responsible for advising clients on the tax implications... ...implementation of work plans (client service plan)... ...mentor managers/seniors/associates on specialization... ...opportunity to enhance their financial well-being. As a...SeniorWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Services Associate - Financial Planning. Be the first to apply!
- client relationship associate Indianapolis, IN
- client account associate Indianapolis, IN
- registered client associate Indianapolis, IN
- client services associate Indianapolis, IN
- client success associate Indianapolis, IN
- veterans service officer Indianapolis, IN
- retail service associate Indianapolis, IN
- public service officer Indianapolis, IN
- service lot attendant Indianapolis, IN
- service consultant Indianapolis, IN


