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Client Assistant Jobs in Plainfield, IN (NOW HIRING)

Allied Solutions LLC

Client Specialist

Carmel, IN · On-site

Client Escalation tasks could include: actively participates and supports CLEAR, Submits CLEAR tickets for any client escalation and concerns, assist field reps in client calls for remediation plans ...

Allied Solutions

Client Specialist

Carmel, IN · On-site

Client Escalation tasks could include: actively participates and supports CLEAR, Submits CLEAR tickets for any client escalation and concerns, assist field reps in client calls for remediation plans ...

Allied Solutions LLC

Client Specialist

Carmel, IN

Client Escalation tasks could include: actively participates and supports CLEAR, Submits CLEAR tickets for any client escalation and concerns, assist field reps in client calls for remediation plans ...

Rockefeller Financial

Client Associate

Carmel, IN · On-site

Oversee client insurance and annuities processes * Assist in preparation of key documents, PowerPoint presentations and reports for client meetings * Attend client meetings as necessary and present ...

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Client Assistant information

What does a client assistant do?

A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.

What are the key skills and qualifications needed to thrive as a client assistant?

To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.

How does a client assistant typically collaborate with other departments to ensure excellent client service?

Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.

What are the most commonly searched types of Client jobs in Plainfield, IN?

The most popular types of Client jobs in Plainfield, IN are:

What cities near Plainfield, IN are hiring for Client Assistant jobs?

Cities near Plainfield, IN with the most Client Assistant job openings:

Client Assistant jobs near you
Infographic showing various Client Assistant job openings in Plainfield, IN as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Client Relationship Manager - Financial Services

WestPoint Financial Group

Indianapolis, IN • On-site

$28 - $32/hr

Full-time

PTO

Re-posted 5 days ago

Job description

WestPoint Financial Group is assisting with the sourcing process on behalf of The Crossroads Group.

About The Crossroads Group

The Crossroads Group helps clients make confident financial decisions through thoughtful planning, clear communication, and a client-first approach.

Position Overview

The Crossroads Group is seeking a professional, organized Relationship Manager to support client communication, meeting scheduling, preparation, follow-up, and general team support. This role serves as a key client contact and helps ensure meetings, materials, and service requests are handled accurately and efficiently.  

This is an on-site, full-time role (40 hours/week) in a collaborative, relationship-driven financial services practice.

What You'll Do

Client Communication and Service

  • Serve as a professional first point of contact for clients by phone, email, and in person.
  • Respond to routine client questions, service requests, confirmations, reminders, and follow-ups.
  • Route complex items to the appropriate team member.
  • Maintain confidentiality and handle client information with discretion.

Meeting Scheduling and Calendar Management

  • Schedule, confirm, and reschedule client meetings, including annual reviews.
  • Manage team calendars and coordinate logistics for in-office, phone, and virtual meetings.
  • Track upcoming meetings and help ensure the team is prepared in advance.

Meeting Preparation and Follow-Up

  • Prepare agendas, client packets, reports, forms, and other meeting materials.
  • Review client files for needed documents, outstanding items, and follow-up tasks.
  • Update CRM records and assist with post-meeting follow-up.

Administrative and Team Support

  • Provide administrative support to The Crossroads Group and client service team.
  • Prepare correspondence, maintain files, scan documents, and support onboarding workflows including business submission.
  • Provide backup coverage to administrative team members as needed.
  • Use Microsoft Office, Outlook, CRM systems, Zoom, Teams, Calendly, Co-Pilot, and other firm technology accurately and efficiently.
  • Complete other administrative duties as assigned.

Qualifications

  • Administrative, client service, scheduling, or office support experience preferred.
  • High school diploma or equivalent required; associate or bachelor's degree preferred.
  • Financial services, insurance, banking, or professional services experience helpful.
  • Strong communication, organization, follow-through, attention to detail, and confidentiality.
  • Proficiency with Microsoft Outlook, Word, Excel, Teams, Zoom, Calendly, CRM systems, Co-Pilot, and general office technology.

Who You Are

  • Warm, professional, and client centered.
  • Dependable, punctual, accountable, and detail oriented.
  • Proactive, resourceful, adaptable, and team oriented.

What The Crossroads Group Offers

  • Hourly: $28-32/hour based on experience and qualifications
  • Paid Holidays and PTO
  • Potential for bonus opportunity

Equal Employment Opportunity

The Crossroads Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law.

Apply