336 Customer Service Representatives jobs in Noblesville

Vaco is hiring for a Client Service Associate for two Advisors launching their own firm in the Indianapolis market.

The Client Service Associate (CSA) will support two financial advisors. The tasks performed by the client associate include sharing sales knowledge with customers and associates, supporting the administrative tasks of financial advisers, maintaining client account information, and lending assistance to financial advisers for special projects and urgent account tasks. They are also responsible for interacting with customers and associates in person, on the phone, and via e-mail, as well as opening new customer accounts and establishing new customer portfolios. The client associate will also provide support for existing customer accounts and portfolios, as well as generate reports and data for accounts and portfolios.

MUST HAVES:
Undergraduate degree preferred, Minimum of 3 years professional experience.
Series 7 & 63/65 or 66 registration - NOT A MUST HAVE - open to someone that is not licensed.
Knowledge of investment and banking products, policies & procedures is required.
Strong client service & technical skills (MS Word & Excel).
Strong communication, time management and organizational skills are required.

Salary range is depending on experience: 65,000 - 75,000 for someone entry level and/or not licensed with Financial Services background. 75,000-90,000 for someone fully licensed with 3 years in financial services as a Registered Client Services Associate. This position is bonus eligible.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
• Virginia residents may access our state specific policies here .
• Residents of all other states may access our policies here .
• Canadian residents may access our policies in English here and in French here .
• Residents of countries governed by GDPR may access our policies here .

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

Job Type

Full-time

Description

Are you an organized communicator who thrives in a fast-paced environment?

We are seeking a motivated and detail-oriented Client Services Coordinator to join our team. As a Client Services Coordinator, your responsibilities will include managing phone communications, scheduling jobs, coordinating field staff, and ensuring a high level of customer satisfaction. You will also be responsible for reviewing project data and ensuring it is accurate before being shared with clients.

While your day-to-day tasks may vary, your primary focus will be on providing exceptional client support, ensuring smooth operational flow, and maintaining professionalism across all touchpoints. Success in this role requires strong multitasking skills, effective communication, and the ability to follow established service guidelines in a fast-paced environment. This position plays a critical role in helping our team deliver timely, high-quality service to our clients.

Requirements

Key Responsibilities:

Client Relations

• Acts as the primary point of contact for clients, addressing inquiries, concerns, and service request
• Handling inbound and outbound calls to and from customers
• Call/Enter 811 Tickets into State One-Call Systems as needed
• Listen to customers' needs or issues and providing effective solutions
• Providing information about services
• Assist with scheduling requests
• Follow templated scripts for commonly asked questions
• Adhere to specific guidelines when handling inquiries
• Reviewing client information folders and providing relevant data to clients
• Identify customer needs in order to recommend the correct service lines
• Report recurring issues to management
• Perform other duties as assigned

• Strong communication skills with both clients and teammates
• High School Diploma or equivalent required
• Previous customer relations experience is advantageous
• Ability to manage multiple projects and priorities in a fast-paced environment
• Proficiency in using computers and related software packages

LaSalle Network is hiring for a Client Services Specialist to join a growing team in Indianapolis, IN. This position is ideal for professionals who thrive in fast-paced, process-driven environments and have a knack for keeping operations running smoothly. We're looking for someone who brings office experience, strong communication skills, and proven reliability. The team needs someone who can hit the ground running-interviews are happening soon! Client Services Specialist Responsibilities: Communicate professionally with clients via phone, email, and fax Perform accurate and timely data entry into internal systems Manage and organize office operations and document workflows Draft, format, and respond to email correspondence Utilize Microsoft Office tools for daily tasks and reporting Client Services Specialist Requirements: Prior office or administrative experience required Demonstrated job stability and career longevity in previous roles Proficiency in Microsoft Office (Word, Excel, Outlook) Strong organizational skills and attention to detail Available to work onsite in Indianapolis, IN, Monday through Friday, 7:30 a.m. - 4:30 p.m. or 8:00 a.m. - 4:30 p.m. Able to interview onsite This is an opportunity to grow quickly! If you're ready to get started and make an immediate impact, apply today. Angelika Kroczak Project Manager - Healthcare Revenue Cycle LaSalle NetworkLaSalle Network is an Equal Opportunity Employer m/f/d/v. LaSalle Network is the leading provider of direct hire and temporary staffing services. For over two decades, LaSalle has helped organizations hire faster and connect top talent with opportunities, from entry-level positions to the C-suite. With units specializing in Accounting and Finance, Administrative, Marketing, Technology, Supply chain, Healthcare Revenue Cycle, Call Center, Human Resources and Executive Search. LaSalle offers staffing and recruiting solutions to companies of all sizes and across all industries. LaSalle Network is the premier staffing and recruiting firm, earning over 100 culture, revenue and industry-based awards from major publications and having its company experts regularly contribute insights on retention strategies, hiring trends and hiring challenges, and more to national news outlets. LaSalle Network offers temporary Field Employees benefit plans including medical, dental and vision coverage. Family Medical Leave, Worker's compensation, Paid Leave and Sick Leave are also provided. View a full list of our benefits here: View a full list of our benefits here.

Job DetailsThe stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible.Optavise, a CNO Financial Group Company, is seeking a Senior Client Services Associate to manage both client and internal Optavise teams to deliver Optavise services. As the main Optavise contact for clients, brokers, and partnering vendors, Sr Client Services Associates build strong relationships with external stakeholders by managing high value project plans, maintaining regularly recurring meetings, aligning on near- and long-term client strategy, as well immediate operational deliverables.As a Senior Client Services Associate, your responsibilities will include:Own primary accountability for project deliverables and client satisfaction of Optavise service delivery for a book of clients.Create and manage project plans, including deliverables, tasks, milestones, resources, and timeline. Manage both client and internal teams to meet deliverables.Serve as the day-to-day contact for clients, responding to questions and ensuring completion of Optavise deliverables. Anticipate and prevent issues through proactive client expectation and workload management. Provide best practice guidance and consultative feedback to clients.Understand Statements of Work and ensure Optavise delivery aligns with the contract. Manage project scope and work closely with Account Manager when changes to project scope are required.Lead regular client and internal project team meetings for discovery, planning and project status purposes. Organize and manage client working sessions as needed to complete discovery and requirement gathering phases of a project or facilitate agreement on open issues.Direct internal cross-functional teams to achieve project deliverables. Serve as the primary escalation point for internal project teams on client services. Promote and facilitate communication to manage and resolve internal service expectations, updating all stakeholders of project timelines and deliverables.Serve as the initial point of contact from the Client for any escalations and/or service delivery problems. Engage appropriate internal resources to solve problems and maintain responsibility for communication to external stakeholders on resolution plan and timing.Monitor and report on KPIs to internal and external stakeholders.Partner closely with Account Manager to drive client satisfaction, retention, reference-ability, and identify opportunities for growth.The Senior Client Services Associate position is well-suited for you if you:Create and execute project plans to achieve project deliverables utilizing strong project management skills.Inspire confidence from both clients and internal teams on ability to deliver solutions by being action oriented.Deliver on multiple projects simultaneously and adapt quickly to changing or competing priorities.Build strong client and team relationships in a positive manner.Collaborate both with internal and client resources to identify problems and provide solutions.Hold yourself and others accountable to meet commitments.Show you are highly responsive, with excellent verbal, written, and in-person communication skills.Demonstrate good technical aptitude: ability to learn and proficiently use internal systems that support the role.Can travel, especially during the fourth calendar quarter of the year. Typically, less than 5%.What you'll need:Bachelor's Degree or 8 years of experience with client services/account management in the employee benefits HR domain.3 years of client services/account management experience in the employee benefits/HR domain OR 2 years of Optavise client services/account management experience.What will set you apart:CEBS and/or PMP5+ years of client services/account management experience in the employee benefits/HR domain, with a strong preference for benefits technology experience.3+ years of experience managing multiple simultaneous projects or clients.2+ years of experience managing cross functional, virtual project teams in a matrixed reporting environment.The Company offers the following benefits for this position, subject to applicable eligibility requirements:medical insurancedental insurancevision insurance401(k) retirement plan with company matchshort-term & long-term disability insurancePaid time-off and corporate holidays,paid parental leavecompany paid life insuranceClick on this link for additional information.CNO embraces flexibility and encourages you to work where you're most productive. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) have access to come into that office. Associates who live outside of a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours. All associates may be asked to travel to varying corporate offices periodically. Work cannot be performed from outside of the United States.Optavise is a trusted benefits partner for business owners and human resources professionals who work hard to build and maintain a healthy, happy workforce.Through Optavise's cohesive suite of products and services, we guide employers and employees through their healthcare choices to help reduce costs and increase benefits engagement. We streamline administration for employers and educate employees about benefits and care options, making it easy for them to choose and use their benefits wisely. Optavise provides a first-of-its-kind benefits solution, including:Benefits administration technology for a streamlined enrollment processCustomizable selection of voluntary benefits that employees want and needYear-round benefits education, communications and advocacy to inform and empower employees to become better healthcare consumersExpert resources, helping employees maximize their benefits and make more informed choices for themselves and their family members. Our goal is to help people make good healthcare decisions. By simplifying administration and making benefits easier to understand, we help drive employee engagement and satisfaction, and save employers time and money.Optavise is the worksite marketing brand of CNO Financial Group. CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions.We are financially strong and well positioned for continued growth, and we are grounded in our core values of Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, Orlando and Milwaukee.At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.CompensationPay Range: $5,700.00 - 98,500.00 AnnualWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

As a Trust Client Services Associate Sr., your day will be filled with opportunities to provide assistance and direction to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations. Trust experience with strong communication skills is important while Stock Yards Bank will provide a professional environment to continually improve the candidate's skills and to further his/her career goals for advancement within the banking profession.ResponsibilitiesDaily responsibilities include, but are not limited to, the following:Respond to trust and investment questions, leveraging foundational knowledge of trust, investment and/or estate planning conceptsExercise independent judgment regarding account matters, such as client requests or questions, disbursement requests, determining appropriate documents needed and disbursing funds within limits of certain types of trusts.Effectively communicate with internal and external clients, verbally and in writingDraft client communications using knowledge and experience with trust, investment, and/or estate planning concepts.Expertly prepare presentations for existing clientsAnticipate client and Advisor needs in all situations; proactively identify problem areas, research problems and resolve issues.Maintain accounts from set up to closing, appropriately alerting Advisor of important changes and/or issues.Assist Advisors with required client annual reviews and clearing exceptions on accountsMaintain service standard activities, COI activities, and other required calling activitiesServe as client point of contact when Advisor is out of the officeProvide office coverage and support as neededPerform other duties as assignedJob RequirementsThe successful candidate will have the following qualifications:Proficient computer application skills in word processing and spreadsheets (Word, Excel)Bachelor's Degree2 years work experience in a Trust department or related fieldSelf-motivated and dependableAbility to quickly learn trust system and new technologyFoundational knowledge of investment, fiduciary, and estate planning conceptsIndependent decision making ability within limits set by the Wealth Management & Trust DepartmentExcellent communication skills, both written and verbal, with all levels of personnel and clientsExcellent grammar, spelling and business writing skillsExcellent problem solving skillsAbility to prioritize and organize heavy volumes of workAbility to function independently in a multi-task environment, as well as part of a teamAbility to maintain confidentialityMust be highly detail orientedProfessional appearance and demeanorBenefits401(k) with a company match of up to 6%ESOP employer matchMedical insuranceDental insuranceVision insuranceCancer / Disease insuranceAccident insuranceFlexible Spending AccountsHealth Savings AccountsHumana Go365 Wellness & Rewards ProgramBank paid Life / AD& D insuranceVoluntary Life / AD&D insuranceBank paid Short-Term and Long-Term Disability insuranceEmployee Stock Purchase PlanEmployee Assistance Program Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.