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Client Service Associate
22 days ago
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Important information
Contract type:
Permanent
Location:
Mishawaka, IN, USA
Work mode:
Onsite
Published on:
5 October 2026
What they need
We are seeking a Client Service Associate to join a small, collaborative financial services team in an on-site role in Mishawaka . This is a client-facing support position focused on assisting clients with financial service needs, managing requests via phone/email/in-person, calculating RMDs, and communicating with financial institutions such as Schwab, American Funds, and Ameritas.
Why Join?
- Competitive base salary
- Quarterly merit-based bonuses
- 401(k) with company match
- Annual medical stipend
- Monday–Thursday full days + Friday half-days (8 AM–12 PM)
- Small team with a strong, collaborative culture
Requirements:
- 3–4+ years of financial services support experience
- Bachelor’s degree in Business or related field
- Previous client service/associate-level experience
- Comfortable working directly with clients
- Series 66 & Series 7 strongly preferred
- Life insurance license preferred, but not required
- Trading experience is not required
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