Client Associate jobs in South Bend, IN
Recently Added Client Associate jobs
Client Service Associate
- Jackson Hewitt - 1789
-
Mishawaka, IN
FULL_TIME
-
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today!
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us!
No matter your work background or experience level, we welcome you to apply!
Perks:- Corporate discount program
- Opportunities for advancement within the organization or as a tax pro
- Tax preparation training
- Continuing tax education
- And More!
What you need:- Strong interpersonal and communication skills
- Experience in a fast-paced retail environment
- Basic computer proficiency and ability to troubleshoot
- Prior customer service or sales experience preferred, but not required
- Willingness to learn and grow in a customer-focused role
If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today! - 2 Months Ago
J.P. Morgan Wealth Management- Private Client Investment Associate - Mishawaka, IN
- JPMC Candidate Experience page
-
Mishawaka, IN
FULL_TIME
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong comm...
- 1 Month Ago
J.P. Morgan Wealth Management- Private Client Investment Associate - Mishawaka, IN
- JPMorgan Chase
-
Mishawaka, IN
FULL_TIME
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong comm...
- 1 Month Ago
Client consultant
- Flagstar Bank
-
La Porte, IN
FULL_TIME
- Position Title Branch Banking Client Consultant I Location La Porte Main (La Porte, IN) Job Summary This role will process financial transactions in an accurate, efficient, and friendly manner while m...
- 1 Day Ago
Client consultant
- Flagstar Bank
-
Granger, IN
FULL_TIME
- Position Title Branch Banking - Client Consultant I Location University Park (Granger, IN) Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and profession...
- 1 Day Ago
Client consultant
- New York Community Bank
-
La Porte, IN
FULL_TIME
- Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional s...
- 15 Days Ago
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0 Client Associate jobs found in South Bend, IN area
Executive Administrative Assistant
- South Bend Medical Foundation
-
South Bend, IN
- Job Description Job Description Under senior leadership, performs a variety of complete, highly responsible, sensitive a...
- 4/25/2024 12:00:00 AM
Assistant Director of Operations
- Levy Restaurants
-
Notre Dame, IN
- ~ Notre Dame Stadium is an outdoor football stadium in Notre Dame, Indiana, the home field of the Notre Dame Fighting Ir...
- 4/25/2024 12:00:00 AM
International Customer Service Representative
- Safe Fleet
-
Elkhart, IN
- ** International Customer Service Representative** Elkhart - FEI Exempt Associate **About The Position** **Meet the Smar...
- 4/24/2024 12:00:00 AM
Client Partner, Food and Grocery (Remote, USA)
- Digi
-
Mishawaka, IN
- Join a high-performing, tight-knit team at a fast-growing company that is using the Internet of Things (IOT) to transfor...
- 4/23/2024 12:00:00 AM
Patient Service Representative
- Beacon Health System
-
South Bend, IN
- Full-time 615 N. Michigan Street Clerical Day Reports to the Manager or Director. Is responsible for the coordination of...
- 4/22/2024 12:00:00 AM
Assistant Director of Operations
- Levy Restaurants
-
Notre Dame, IN
- ~ Notre Dame Stadium is an outdoor football stadium in Notre Dame, Indiana, the home field of the Notre Dame Fighting Ir...
- 4/22/2024 12:00:00 AM
Director Application Services
- Career Connections, LLC.
-
South Bend, IN
- ***HYBRID work schedule with onsite work in South Bend required - this is NOT a remote based role*** We’ve been retained...
- 4/21/2024 12:00:00 AM
Field Service Representative South Bend, IN
- The Nielsen Company
-
South Bend, IN
- **Field Service Representative - South Bend, IN** * **Please wait...** **Location:** South Bend, IN, US **Field Service ...
- 4/21/2024 12:00:00 AM
About South Bend, Indiana
South Bend is a city in and the county seat of St. Joseph County, Indiana, United States, on the St. Joseph River near its southernmost bend, from which it derives its name. As of the 2010 census, the city had a total of 101,168 residents; its Metropolitan Statistical Area had a population of 318,586 and Combined Statistical Area of 721,296. It is the fourth-largest city in Indiana, serving as the economic and cultural hub of Northern Indiana. The highly ranked University of Notre Dame is located just to the north in unincorporated Notre Dame, Indiana and is an integral contributor to the reg...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$49,794 to $65,287
South Bend, Indiana area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does a Client Associate do?
Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023