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Remote candidate

Leigh Vorhees

Team Lead, Client Service Associate

Indianapolis, IN, United States Lead
Contact candidate
Target rolesClient Service Associate, Customer Support Specialist
TimezoneAmerica/Indianapolis
Work eligibilityAvailable on request
Profile updatedOct 7, 2026
Profile summary

What this candidate is looking for

Team Lead, Client Service Associate

Target roles
Client Service AssociateCustomer Support SpecialistClient Relationship ManagementPrivate Wealth Administrative SpecialistAdministrative Operations Specialist
Skills
Client servicesClient relationship managementHigh-net-worth client supportClient onboardingAccount managementService issue resolutionRequest prioritization and follow-upIRA and retirement account operationsRequired Minimum Distributions (RMDs)Regulatory complianceProcess improvementAdministrative operationsExecutive supportMeeting logisticsDocumentationData accuracySalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoft TeamsAdobe Acrobat DCSecure file handling
Remote preferences
LocationIndianapolis, IN, United States
SeniorityLead
Salary target$65k+
Employment typefull_time