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Client Associate Jobs in Avon, IN (NOW HIRING)

Help at Home

Client Service Supervisor

Greenwood, IN · On-site

Help at Home is hiring an IDD Client Service Supervisor! Now offering weekly pay! Help at Home is ... Trains other associates * Directs work of other associates Physical Requirements: * Ability to move ...

Chase

Client Service Senior Associate

Indianapolis, IN · On-site

Client Service Senior Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Avon, IN

Client Associate information

See Avon, IN salary details

$17.7K

$48.9K

$72.4K

How much do client associate jobs pay per year?

As of Sep 11, 2026, the average yearly pay for client associate in Avon, IN is $48,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $59,500.00 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 cities near Avon, IN are hiring for Client Associate jobs?

Cities near Avon, IN with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Avon, IN 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, with an average salary of $48,877 per year, or $23.5 per hour.

Part-Time Virtual Client Service Associate - Financial Services

Indianapolis, IN

WestPoint Financial Group
Finance and Insurance • 11 - 50 employees
Learn more about WestPoint Financial Groupexternal

$20 - $25/hr

Part-time

Posted 16 days ago

Job description

WestPoint Financial Group is assisting with the sourcing of this candidate for Family Business Legacies, LLC.

About Family Business Legacies

With a passion for helping families and business owners plan for the future, Family Business Legacies provides strategic guidance on business succession, ownership transitions, exit planning, and wealth preservation. By combining analytical expertise with a personalized approach, T. Ray Phillips and his team empower clients to achieve their financial goals while safeguarding their legacy for future generations.

This non-exempt position operates virtually and is part-time, offering 15-25 hours per week and a flexible schedule within business hours (Monday-Friday, 8 am to 6 pm).

Position Overview

The ideal candidate is a proactive, service-oriented professional who thrives in a fast-paced environment and demonstrates exceptional organizational skills, attention to detail, critical thinking, and resourcefulness. They will provide top-notch administrative and client support, anticipate needs, solve problems efficiently, and help ensure smooth day-to-day operations while delivering an outstanding client experience.

Responsibilities

  • Serve as the primary point of contact for client service requests, delivering a responsive, professional, and personalized client experience.

Manage account servicing activities, including beneficiary updates, registration changes, account maintenance requests, and client record updates.

Prepare, review, and distribute client paperwork, ensuring accuracy, completeness, and compliance before submission.

Coordinate electronic signatures, track outstanding documentation, and proactively follow up with clients to ensure timely completion of requests.

Process and monitor asset movement transactions, including transfers, deposits, withdrawals, RMDs, wires, ACH transactions, and check requests.

Communicate regularly with clients, custodians, insurance carriers, and financial institutions to provide updates and resolve service-related issues.

Maintain accurate CRM records, workflow systems, and audit-ready client files while documenting all client interactions and account activity.

Track service requests from initiation through resolution, ensuring a seamless and efficient experience for clients.

Identify opportunities to improve processes, enhance operational efficiency, and support the overall growth of the practice.

What You Bring

A client-first mindset with a commitment to delivering responsive, accurate, and proactive service.

Strong organizational skills and attention to detail, ensuring work is completed accurately and efficiently.

The ability to manage multiple priorities, track requests through completion, and follow up without losing momentum.

Confidence building professional relationships with clients, custodians, and business partners while communicating clearly and effectively.

A proactive, problem-solving approach that helps streamline processes and supports a smooth, efficient practice.

A sense of ownership and accountability, taking pride in getting things done right the first time and contributing to the overall success of the team.

Qualifications

High school diploma or equivalent, required

Associate or bachelor's degree, preferred

2+ years' experience in an Administrative Assistant role

Strong organizational skills with demonstrated ability to manage multiple priorities and deadlines

Proven follow-through and attention to detail

Proficient in Microsoft Office Suite (Word, Excel, Outlook, etc.)

Experience using CRM systems required

Technologically adept with a solid understanding of digital workflows

Prior experience in insurance, investments, banking or financial services, preferred

Must be authorized to work in the United States without sponsorship

What Family Business Legacies Offers

Competitive pay of $20-$25 per hour 

Virtual workplace providing the convenience of working remotely 

Flexible work arrangement within standard business hours, supporting work-life balance 

Opportunity to make a meaningful impact while supporting families and business owners 

Collaborative, supportive environment where your contributions are valued and recognized

Family Business Legacies is an equal opportunity employer, and 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 federal, state or local laws.

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