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Client Associate Jobs in Indiana (NOW HIRING)

Northwestern Mutual

Client Service Associate

Indianapolis, IN · On-site

$13.75 - $19/hr

Client Service Associate Job Summary Wise Financial - Northwestern Mutual Private Client Group is looking for a motivated Client Service Associate to join our team. The ideal candidate will have a ...

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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 Service Associate

Indianapolis, IN • On-site

Northwestern Mutual
Finance and Insurance • 5 - 10K employees
Learn more about Northwestern Mutualexternal

$13.75 - $19/hr

Other

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

Job description

Client Service Associate


Job Summary

Wise Financial - Northwestern Mutual Private Client Group is looking for a motivated Client Service Associate to join our team. The ideal candidate will have a passion for helping others and providing a white glove service experience. This position is responsible for directly assisting by our Private Wealth Advisors and their clients with a variety of tasks.


Responsibilities:

  • Answer customer questions and concerns.
  • Help monitor and respond to incoming client and team emails
  • Coordinate between the various teams within Wise Financial and creating tasks in our CRM system when appropriate
  • Screening tasks for all necessary information before assigning them to the appropriate team
  • Verbally verifying money movement requests and processing basic money movement tasks
  • Request and follow up with clients to request necessary info or documents
  • Assist lead advisors with scheduling client meetings
  • Help prepare necessary documents for upcoming client meetings
  • Maintain positive customer communication relationships by completing orders, processing payments, and processing returns.
  • Coordinate with CPA's and other financial services professionals to coordinate timely and successful completion of tasks
  • Work directly with Wise Financial clients to walk them through our client website along with establishing or assisting with other related applications
  • Maintain a clean work environment by complying with procedures, rules, and regulations.


Qualifications:

  • Bachelor's Degree preferred
  • Customer service experience
  • Ability to work in a fast-paced environment.
  • Ability to communicate effectively with clients and team members


Job Type: Full-time


Benefits:

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance


Shift:

  • Day shift


Education:

  • Bachelor's (Preferred)


Experience:

  • Financial services: 1 year (Preferred)


Work Location: In person

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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