Top 1669 Client services Jobs in Mishawaka In

Client Service Representative
SYM Financial Advisors —Mishawaka, IN
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Office
- Disability insurance
- Dental insurance
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8d
Technical Support Specialist
Links2 Control Systems —Elkhart, IN
- $23.67 - $24.58 an hour
- Full-time
- Background check
- Microsoft Outlook
- Data entry
- Health insurance
- Dental insurance
Quick Apply
3d
Community Employment Specialist
State of Indiana —South Bend, IN
- From $42,900 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Paid parental leave
3d
Receptionist/Administrative Assistant
Schmitt Insurance —South Bend, IN
- $16 - $22 an hour
- Full-time
- Bilingual
- Computer literacy
- No experience needed
- Paid holidays
- 401(k)
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3d
Customer Service Representative - South Bend, IN
Maximus —South Bend, IN
- $18 an hour
- High school diploma or GED
- Travel
- Typing
- Paid holidays
- Disability insurance
Family Self-Sufficiency Coordinator
South Bend Housing Authority —South Bend, IN
- $55,000 - $60,000 a year
- Full-time
- Management
- Addiction Medicine
- Mid-level
- Health insurance
- Dental insurance
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Customer Service Specialist
Hubot CDMO | Tri-Pac, Inc. —South Bend, IN
- $50,000 - $70,000 a year
- Full-time
- 5 years
- Mid-level
- Bachelor's degree
- Paid holidays
- Health insurance
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7h
IT Support Technician
University of Notre Dame —Notre Dame, IN
- Up to $50,000 a year
- Multiple hires
- Inventory management
- Computer literacy
- Office
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9d
Non-Emergency Medical Transportation Driver
Stat Transportation LLC —Mishawaka, IN
- $15 - $19 an hour
- Part-time
- Customer service
- Leadership
- Entry level
- Paid training
- Flexible schedule
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Account Services Manager / Deal Desk Analyst, SmartSense (Mishawaka, IN - Hybrid)
Digi SmartSense LLC —Mishawaka, IN
- $63,000 - $99,000 a year
- Hybrid work
- Mid-level
- Administrative experience
- US work authorization
- Paid parental leave
- Health insurance
Quick Apply
7h
Office Representative
KFG Insurance Agency - IN —Granger, IN
- $50,000 - $75,000 a year
- Full-time
- Office
- Communication skills
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Van Driver
Hallcon —Elkhart, IN
- $16.66 - $18.50 an hour
- Full-time
- Background check
- Pass drug screening
- No high school diploma
- Paid training
- Paid holidays
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Administrative & Fund Development Assistant
Mental Health Awareness of Michiana —South Bend, IN
- $19 - $23 an hour
- Part-time
- Hybrid work
- Bilingual
- Google Workspace
- Microsoft Outlook
- Flexible schedule
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4h
Clinic Board Certified Behavior Analyst (BCBA)
Golden Steps ABA —Elkhart, IN
- Part-time
- Mid-level
- Clinic
- Children
- Paid training
- Health insurance
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Clinic Board Certified Behavior Analyst
Golden Steps ABA —Plymouth, IN
- Part-time
- Background check
- Experience working with individuals with developmental disabilities
- Writing skills
- Paid training
- Health insurance
Group Home Manager
ADEC INC. —Goshen, IN
- $20 - $23 an hour
- Microsoft Outlook
- Management
- Pass drug screening
- 403(b) matching
- Paid holidays
Quick Apply
6d
Center Director
Women's Care Center —Plymouth, IN
- $21 - $23 an hour
- Full-time
- Spanish
- Microsoft Excel
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Electrical Project Manager
Martell Electric, LLC —South Bend, IN
- From $100,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
Licensed Architect
Nuway Construction Corporation —Goshen, IN
- $75,000 - $125,000 a year
- Full-time
- Mid-level
- US work authorization
- In-person
- Health savings account
- Paid holidays
Quick Apply
2h
Clinical Supervisor - LCSW, LCAC
Avenues Recovery —South Bend, IN
- Full-time
- LMFT
- Licensed Clinical Social Worker
- Inpatient
- AD&D insurance
- Loan repayment program
Quick Apply
6d

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client services jobs near mishawaka in

Client Service Representative

SYM Financial Advisors -
Mishawaka, IN

Quick Apply

Job Details

Full-time
8 days ago

Benefits

Disability insurance
Dental insurance
Paid time off
Parental leave
401(k) 6% Match
Vision insurance
401(k) matching
Volunteer time off
Pet insurance

Qualifications

Customer communication
Typing
Associate's degree

Full Job Description

Are you passionate about making a difference in people’s lives while thriving in a team-centric environment?

Who is SYM?

SYM Financial Advisors serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a responsive, motivated, and detail-oriented team player to join our firm. In the role of Client Service Representative, you are at the forefront of the client experience, working with advisory teams to deliver exceptional service by supporting clients' day-to-day needs.

To help you reach your full potential, SYM encourages the professional growth and personal development of all employees by offering pathways to advancement. Our training model consists of a mixture of delivery methods including a Learning Management System consisting of self-guided module training through videos, written, and in-person instruction. We recognize there is more in life than work, so we also support family commitments and encourage community involvement.

What does this role entail?

This role supports our team of Financial Advisors who guide our clients in achieving their financial goals through holistic wealth planning. In this role, you will be paired with a team of 1-2 advisors and a Financial Planner to support their assigned client book. Primary responsibilities include but are not limited to:

Coordinating communication with clients, advisors, and custodians to open new accounts, conduct transfers, and perform money movements
Scheduling client meetings using email, Microsoft Bookings, Microsoft Teams and Outlook Calendar
Organizing action items with internal team members and the client following client meetings
Preparing for client meetings by organizing meeting material in Word and running necessary reports in our portfolio management software
Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their time
Accurately and efficiently handling requests from advisors and clients within 24 hours
Displaying professional communication skills with written and verbal responses to clients, advisors, and team other members
Collaborating with our custodians and internal team members to follow up on and executing operational items in a timely manner
Monitoring and mitigating daily time-sensitive requests such as money movements, trade requests, and custodian alerts
Understanding CRM workflows and reporting; utilizing CRM to document client information, notes, and action items

What are we looking for?

Must Haves:

You have earned at minimum an associate degree from an accredited college or university
You have robust PC knowledge, typing skills, and proficiency in Microsoft Office Suite
You exhibit excellent written and verbal communication with a professional demeanor
You can demonstrate strong problem-solving skills and the ability to synthesize a recommendation or solution based on disparate and sometimes incomplete information
You are highly motivated, adaptive, and able to manage multiple priorities in a fast-paced environment
You are able to work with teammates and clients while presenting a resilient, positive attitude

Preferred:

You have 2+ years of experience in the financial services industry
You have experience working with a Client Relationship Management (CRM) software
You have prior experience with Schwab, Fidelity, and Docusign
You have the desire/ability to work successfully in a small company environment

What’s in it for you?

Competitive pay based on experience plus incentive compensation
Health Care, Vision, Dental/Orthodontic, Life, and LTD Insurance
401(k); 6% Match
Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off
Option for Pet Insurance / Fitness Match / Apparel Allowance
Tuition / Certification Assistance Program

PI285864622

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Refine Your Search

client services jobs in mishawaka in

Client Service Representative

Technical Support Specialist

Community Employment Specialist

Receptionist/Administrative Assistant

Customer Service Representative - South Bend, IN

Family Self-Sufficiency Coordinator

Customer Service Specialist

IT Support Technician

Non-Emergency Medical Transportation Driver

Account Services Manager / Deal Desk Analyst, SmartSense (Mishawaka, IN - Hybrid)

Office Representative

Van Driver

Administrative & Fund Development Assistant

Clinic Board Certified Behavior Analyst (BCBA)

Clinic Board Certified Behavior Analyst

Group Home Manager

Center Director

Electrical Project Manager

Licensed Architect

Clinical Supervisor - LCSW, LCAC

I want to receive the latest job alert for client services in mishawaka in

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