Remote Client Service Associate, Financial Services
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-10-06
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Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Family Business Legacies is seeking a proactive Administrative Assistant to support a financial services practice remotely on a part-time basis. You will handle client service requests, paperwork accuracy, and CRM updates, while coordinating signatures and ensuring compliant client files.
The role emphasizes organization, problem-solving, and effective communication with clients and institutions. 15-25 hours weekly, flexible schedule within business hours.
Step into the Remote Client Service Associate, Financial Services role at WestPoint Financial Group in Indianapolis, IN, United States and grow with us.
The following role is for a Remote Client Service Associate, Financial Services with WestPoint Financial Group.
Our group is growing, and we are hiring a Remote Client Service Associate, Financial Services in Indianapolis, IN, United States.
This role is for the Remote Client Service Associate, Financial Services role at WestPoint Financial Group.
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