Client Service Associate - Financial Services; Onsite
Listed on 2026-10-10
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Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Pursuit is seeking a Client Service Associate to join a small, collaborative financial services team in Mishawaka. This on-site role focuses on assisting clients with financial service needs, managing requests via phone/email/in-person, calculating RMDs, and communicating with Schwab, American Funds, and Ameritas.
The role offers a client-facing environment in a tight-knit team, with opportunities for growth and exposure to multiple financial institutions.
As a Client Service Associate
- Financial Services (Onsite), you will play an important part at Pursuit in Mishawaka, IN, United States.
Consider building your career as a Client Service Associate
- Financial Services (Onsite) at Pursuit.
The Client Service Associate
- Financial Services (Onsite) position in the Sales field is open for applications.
We have an opening for a Client Service Associate
- Financial Services (Onsite) in Mishawaka, IN, United States within Sales.
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