FP&A Client Service Associate — Hybrid Work & Growth Path
$50kWindward Recruiting
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, with pathways into advisory roles. The ideal candidate will have strong communication skills, 2+ years of relevant experience, and familiarity with bookkeeping and financial software. The position offers a starting salary of approximately $50,000 plus comprehensive benefits, including unlimited paid time off. #J-18808-Ljbffr Windward Recruiting
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the FP&A Client Service Associate — Hybrid Work & Growth Path in Indianapolis, IN vacancy
$50k
Overview We are seeking a Client Service Associate (Financial Planning & Analysis/FP&A) to support client relationships, operational... ...organized, and comfortable working in a fast-paced, evolving... ...paid time off and paid holidays. Hybrid work model (3 days in-office, 2...Hybrid workingWork at officeRemote work- ...strategies to help our clients grow, protect, and transfer... ...we are proud of the work we do, it is clearly... ...highly responsive care. Service: We regularly and generously... ...financial industry. Growth: We intentionally seek... ...The Client Service Associate (CSA) plays a critical...SuggestedWork at officeWork from homeFlexible hours
$50k - $65k
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the... ...required. Able to adapt to changes in the work environment, handle challenging... ...relationships, and contributing to your team’s growth and performance. Collectively, all of...Suggested$70k - $75k
The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative... ...and time management skills.Ability to work in a team based/collaborative... ...short-term gains, we seek long-term growth. We have the same approach to our people...SuggestedTemporary work- Walker Information, Inc. is seeking an SVP, Client Services (BU Lead) in Indianapolis, Indiana. This... ...& Insurance sector. The position offers a hybrid work model, focusing on developing talent and driving organizational growth. #J-18808-Ljbffr Walker Information, Inc.Hybrid workingRemote job
- ...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...What You'll Be Doing The Client Services Associate (NR) assists one or more Financial... ...features chosen by the client. Work with the FA(s) and the client in obtaining...Work at office
Stifel Financial
Indianapolis, IN3 days ago $70k - $75k
...Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks... ...communication, organizational and time management skills. Ability to work in a team based/collaborative environment. Must accept...Cerity Partners
Indianapolis, IN3 days ago- A leading client service firm is seeking a passionate individual for a role... ...offers the flexibility to work from home while providing a supportive... ...on personal and professional growth. Ideal candidates will... ...in this fulfilling career path. Apply now to take the next step...Remote jobWork from homeFlexible hours
$70k - $75k
A leading independent financial advisory firm is seeking a Client Service Associate in Indianapolis. The role involves supporting clients and advisors... ...a salary range of $70,000 - $75,000 and the opportunity to work within a collaborative environment that values professional...- 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
- ...years of rich history and recognition for service and excellence in the Financial... ...industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented... ...in a fast-paced, task-oriented work environment. Come grow with us and see...Work experience placementWork at office
- 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...
- ...seeking an Enterprise Solutions Associate I in Indianapolis, Indiana.... ...for conducting successful client onboardings while developing... .... With a focus on customer service, the position entails managing... ...or finance. A hybrid working model allows for office presence...Hybrid workingWork at office
$90k - $145.5k
...Tax Manager in Indianapolis. You will deliver tax solutions to clients in the commodity crop sector, manage complex projects, and... ...compliance. The role offers a competitive compensation range of $90,000 - $145,500, with hybrid work options available. #J-18808-Ljbffr AgHiresHybrid working$18.17 - $27.31 per hour
...Vehicle Operations Job Profile Fleet Client Services Specialist II Management Level Individual Contributor Flexible Work Option Hybrid - Ability to work remotely part of the... ...Services Coordinator II to support the growth of the company. Duties &...Hybrid workingHourly payCurrently hiringRemote workVisa sponsorshipFlexible hoursShift workCox Enterprises
Indianapolis, IN5 days ago$1,400 per week
A remote work company is offering a Work From Home Data Entry position in Indianapolis. This role allows you to earn up to $1400 weekly... ...and in a team environment. This is a great opportunity for professional growth within a supportive workplace. #J-18808-LjbffrPart timeRemote workWork from homeFlexible hoursRemote Jobs Solutions
Indianapolis, IN4 days ago- ...provide financial support and analysis for strategic projects. This hybrid role involves collaborating with various teams to develop... ...years of relevant experience. Competitive compensation and flexible work options are offered, along with comprehensive benefits. #J-18808...Hybrid workingFlexible hours
- ...who want a flexible, work-from-home... ...focused on communication, service, and long-term growth. In this role, you’ll... ...Be Doing Meet with clients virtually using Zoom... ...be contacted Clear path into leadership and... ...unions, and veteran associations nationwide. The company...Remote workWork from homeFlexible hours
AO Globe Life
Indianapolis, IN17 hours ago - ...auto parts retail company in Indianapolis is seeking a Retail Service Specialist to support management with customer service, store operations... ...wages, a robust benefits package, and opportunities for career growth are offered, promoting from within the organization. #J-18808-...Shift work
$142.6k - $261.5k
...opportunity EY's Oracle Services practice assists... ...applications, ensuring clients can architect and implement... ...billability through chargeable work to external clients.... ...and professional growth. What we offer you At... ...paid time off options. Hybrid work model: most client...Hybrid workingSummer holidayFlexible hours$65k - $72k
JX Truck Center in Indianapolis is hiring a Service Advisor to manage customer interactions and ensure efficient repair scheduling. The ideal candidate should have a high school diploma and at least three years of automotive repair experience. Key responsibilities include...- ...value each other and the service we provide by... ...Teamwork, Collaboration, Client Service, and Innovation... ...our General Liability Associate Attorney position in our... ...position offers a flexible, hybrid working arrangement. The... ...PTO plan Career Growth: Ample opportunities for...Hybrid workingWork at officeFlexible hours
- ...Indianapolis is seeking an experienced Account Director to lead client accounts and manage strategic initiatives. The role requires... ...both B2B and B2C sectors will thrive. This position offers a hybrid work environment that values collaboration and innovation. #J-18808...Hybrid working
- Group 1001 is seeking a Customer Service Specialist to foster trust and build customer loyalty through exceptional service. This role... ...program tailored to build your skills. The position offers a hybrid work schedule after the training period. Comprehensive benefits are...Hybrid working
- ...acumen, specifically in managing renewals and driving product adoption. This role blends customer success with sales, requiring a proactive approach to customer management. This position offers competitive compensation and a hybrid work model. #J-18808-Ljbffr PagerDutyHybrid working
- ...value each other and the service we provide by... ...Teamwork, Collaboration, Client Service, and Innovation... ...our General Liability Associate Attorney position in our... ...position offers a flexible, hybrid working arrangement. The... ...PTO plan Career Growth: Ample opportunities for...Hybrid workingWork at officeFlexible hours
- ...candidates will have 7+ years of experience in customer-facing roles, strong commercial acumen, and familiarity with tools like Salesforce. The position operates in a hybrid work model. Competitive salary and extensive benefits package offered. #J-18808-Ljbffr PagerDutyHybrid working
- ...over 7 years of customer-facing experience, particularly in a SaaS setting, and should be adept at using analytics tools like Salesforce and Tableau. This position offers a competitive salary and the opportunity to work in a hybrid work model. #J-18808-Ljbffr PagerDutyHybrid working
- ...value each other and the service we provide by... ...Teamwork, Collaboration, Client Service, and Innovation... ...Cyber Incident Response Associate Attorney position in our... ...offers a flexible, hybrid working arrangement. The Position... ...PTO plan Career Growth: Ample opportunities for...Hybrid workingWork at officeFlexible hours
- ...seeking dedicated individuals for a customer service role. Candidates must be able to attend... ...options. The company offers a clear path to full-time positions and advancement into... ...their income while valuing consistency and growth in their career. #J-18808-Ljbffr...Full timeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to FP&A Client Service Associate — Hybrid Work & Growth Path. Be the first to apply!
Related searches
- client account associate Indianapolis, IN
- client relationship associate Indianapolis, IN
- service consultant Indianapolis, IN
- card services specialist Indianapolis, IN
- environmental services attendant Indianapolis, IN
- office service associate Indianapolis, IN
- information technology and services consultant Indianapolis, IN
- ultimate staffing services Indianapolis, IN
- veterans service officer Indianapolis, IN
- guest services associate Indianapolis, IN