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Client Associate Jobs in Indiana (NOW HIRING)

Foxworthy Wealth Advisors

Be Seen First

Client Relations Associate

Fort Wayne, IN · On-site

$16 - $20/hr

The Role The Client Relations Associate is the face of our office and the heartbeat of our daily operations. This role blends hospitality, organization, and light administrative support to ensure ...

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Credent Wealth Management

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Client Service Associate Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience.

CX Institutional LLC

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Indiana

Client Associate information

See Indiana salary details

$17.6K

$48.5K

$71.8K

How much do client associate jobs pay per year?

As of Sep 11, 2026, the average yearly pay for client associate in Indiana is $48,496.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $59,000.00 per year, depending on experience, location, and employer.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

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

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Indiana?

The most popular types of Client jobs in Indiana are:

What are popular job titles related to Client Associate jobs in Indiana?

For Client Associate jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Indiana look for?

The top searched job categories for Client Associate jobs in Indiana are:

What cities in Indiana are hiring for Client Associate jobs?

Cities in Indiana with the most Client Associate job openings:

What are popular job titles related to Client Associate jobs in IN?

For Client Associate jobs in IN, the most frequently searched job titles are:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Indiana as of September 2026, with employment types broken down into 1% As Needed, 83% Full Time, 11% Part Time, and 5% Contract. Highlights an 74% Physical, 3% Hybrid, and 23% Remote job distribution, with an average salary of $48,496 per year, or $23.3 per hour.

Client Services Associate

Indianapolis, IN • On-site

Larson Wealth Partners, LLC
See more jobs at Larson Wealth Partners, LLCexternal

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

Description:

Larson Wealth Partners is a diversified financial services firm that provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance to the local affluent marketplace. At Larson Wealth Partners, we believe in the power of individual choice. A place where your voice carries the most weight in helping you achieve your vision of a well-invested future.


We are seeking a talented and resourceful Client Services Associate. The ideal candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. The Client Services Associate position offers competitive pay, a generous bonus program and comprehensive benefits package.


Responsibilities:


All office administration duties, including, answering phones, emails, setting up client meeting, converting paper document to paperless, postage meter maintenance, annual shredding, etc.

  • Onboarding new clients, assist with client requests, preparing new account forms, client review reporting, etc.
  • Maintain scheduling, within parameters set for multi-advisors.
  • Prepare and run reporting as needed.
  • Process required reporting, distributed to designated parties.
  • Oversee daily office operations and ensure smooth workflow.
  • Manage and coordinate office administrative procedures and systems.
  • Maintain office efficiency by implementing and optimizing office processes.
  • Handle scheduling, planning, and organizing meetings, appointments, and events.
  • Manage office budgets, expense reports, and financial records.
  • Oversee procurement and inventory of office supplies and equipment.
  • Liaise with building management and external vendors for facility maintenance and service contracts.
  • Handle incoming and outgoing correspondence, including mail and phone calls.
  • Manage the office's document management system and ensure confidentiality.
  • Provide administrative support to senior management as needed.
  • Coordinate travel arrangements and accommodations for staff. 
Requirements:
  • Minimum 2-3 years of relevant work experience
  • Bachelor’s degree preferred
  • Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook, and PowerPoint
  • Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner

Benefits package:

  • Profit Sharing Bonus Program
  • 401(k) with Employer Match (up to 4%)
  • Comprehensive Medical, Dental, and Vision Insurance
  • Company-paid Long-term Disability, Life Insurance, and EAP
  • Voluntary Short-term Disability and Supplemental Insurance
  • Generous PTO (112 hours after 90 days) + 12 Paid Holidays
  • Training, Development, and Educational Opportunities
  • Company Events, Recognition Awards, and Team Activities

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