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Assistant Client Coordinator Jobs in Indiana (NOW HIRING)

JSK Hospitality LLC

Hotel Sales Coordinator

Hammond, IN

$18 - $24.75/hr

... pricing. * Assist in managing and maintaining client accounts, ensuring excellent service and ... Group Coordination: * Assist the sales team in managing event details, including scheduling ...

BrightStar Care

Scheduling Coordinator

Valparaiso, IN · On-site

$15.50 - $19.75/hr

Manage and track client service authorizations to ensure services are delivered within approved ... Conduct caregiver interviews and assist with recruiting activities as needed. * Collaborate with ...

Legacy Medical Academy

Care Coordinator

Carmel, IN · On-site

$19 - $25.75/hr

The CC is responsible for coordinating client care, managing and coaching caregivers, and ... Caregiver Recruitment and Screening * Assist with potential caregiver in-person interviews as ...

Senior1Care

Care Coordinator

Carmel, IN · On-site

$18.25 - $24.75/hr

The CC is responsible for coordinating client care, managing and coaching caregivers, and ... Caregiver Recruitment and Screening: * Assist with potential caregiver in-person interviews as ...

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Assistant Client Coordinator information

What are some common challenges faced by assistant client coordinators, and how can they be addressed?

Assistant Client Coordinators often juggle multiple tasks while serving as the primary point of contact between clients and internal teams. Common challenges include managing competing deadlines, ensuring clear communication among stakeholders, and maintaining high levels of client satisfaction. To address these challenges, it’s helpful to develop strong organizational skills, proactively clarify client expectations, and regularly update both clients and team members on project progress. Embracing collaborative tools and maintaining a solution-oriented mindset can also make the role more manageable and rewarding.

What are the key skills and qualifications needed to thrive as an assistant client coordinator, and why are they important?

To thrive as an Assistant Client Coordinator, you need strong organizational skills, attention to detail, and a background in customer service or administration, often supported by an associate’s or bachelor’s degree. Familiarity with CRM software, scheduling tools, and office productivity suites is typically required. Exceptional interpersonal skills, proactive communication, and problem-solving abilities help you excel in managing client relationships. These competencies ensure efficient coordination, client satisfaction, and smooth workflow within client-focused environments.

What is the difference between Assistant Client Coordinator vs Client Service Associate?

AspectAssistant Client CoordinatorClient Service Associate
CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; customer service experience often preferred
Work EnvironmentOffice setting, supporting client management teamsOffice or call center, handling client inquiries and support
Employer & IndustryFinancial services, insurance, or consulting firmsBanking, financial institutions, or service-based industries
Search & Comparison IntentRoles supporting client coordination and administrative tasksRoles focused on client support and service delivery

The Assistant Client Coordinator typically handles administrative and coordination tasks within client management teams, often requiring some post-secondary education. In contrast, a Client Service Associate focuses more on direct client support, communication, and service delivery, often with a stronger emphasis on customer interaction. Both roles are common in financial and service industries, but they differ in responsibilities and daily activities.

What does an assistant client coordinator do?

An Assistant Client Coordinator supports the client relations team by managing client communications, scheduling appointments, and ensuring that clients receive timely and accurate information. They often assist with administrative tasks, help resolve client issues, and maintain records of client interactions. Their role is essential in ensuring a smooth workflow and high client satisfaction within the organization.
What are popular job titles related to Assistant Client Coordinator jobs in Indiana? For Assistant Client Coordinator jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Assistant Client Coordinator jobs in Indiana look for? The top searched job categories for Assistant Client Coordinator jobs in Indiana are:
What cities in Indiana are hiring for Assistant Client Coordinator jobs? Cities in Indiana with the most Assistant Client Coordinator job openings:
Assistant Client Coordinator jobs near you
Infographic showing various Assistant Client Coordinator job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution.

Client Services Associate

Windward Recruiting

Indianapolis, IN • On-site

$70K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago

Job description

We are seeking an experienced Client Service Associate who wants to deliver a white-glove client experience and serve as a relationship manager for complex client and operational workflows.
This position is ideal for a service-oriented professional who thrives in a fast-paced environment supporting UHNW families and managing intricate client relationships, and offers opportunities to those who want to work alongside experienced advisors, investment professionals, and family office specialists that serve a variety of clients, such as entrepreneurs, executives, multi-generational families and non-profit organizations.
This is a full-time, in-office position based in Carmel, Indiana.
DUTIES & RESPONSIBILITIES

  • Serve as a trusted point of contact for clients, delivering high-touch service experience and cultivating long-term relationships with clients and strategic partners.
  • Manage day-to-day client service activities with a strong emphasis on accuracy, responsiveness, compliance, and attention to detail.
  • Lead complex client onboarding initiatives, coordinating with custodians, trust companies, transfer agents, investment managers, and other third parties to facilitate account openings, transfers, and ongoing administration.
  • Support sophisticated investment and family office workflows, including coordination with alternative investment managers, private equity firms, custodians, and other external providers.
  • Assist clients with liquidity events, distributions, cash management requests, and other specialized wealth management activities.
  • Partner with advisors, the investment team, and leadership to ensure a seamless and highly personalized client experience.
  • Leverage firm technology platforms and reporting systems to maintain data integrity, enhance workflows, and support operational efficiencies.
  • Contribute to process improvement initiatives and help establish scalable best practices across the organization.
  • Collaborate with internal teams to support strategic projects, client initiatives, and the continued growth of the firm.
QUALIFICATIONS
  • Bachelor's degree required.
  • 2+ years of experience in client service, wealth management operations, or a similar role within an RIA, multi-family office, or single-family office environment.
  • Experience supporting high-net-worth or ultra-high-net-worth clients preferred.
  • Broad understanding of investment products, mutual funds, custodial platforms, and brokerage account administration.
  • Experience coordinating account openings, transfers, money movements, and client servicing workflows.
  • Proficiency in Microsoft Office applications required.
  • Familiarity with CRM systems, including Salesforce, preferred.
  • Highly organized with exceptional attention to detail and the ability to manage multiple priorities effectively.
  • Strong communication skills with the ability to build rapport, demonstrate empathy, and maintain discretion when working with clients and colleagues.
  • Self-motivated, proactive, and committed to delivering exceptional client experience.
  • Demonstrated ability to work collaboratively within a team-oriented environment while taking ownership of responsibilities and initiatives.

COMPENSATION & BENEFITS
Compensation is competitive and based on experience. The role offers a base salary plus discretionary bonus, with anticipated base compensation beginning at $70,000+ and may be adjusted based on qualifications and relevant experience.
The firm offers a comprehensive benefits package including health, dental, and vision coverage, a 401(k) plan with employer match, professional development reimbursement, unlimited paid time off, and additional employee benefits.

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