ZipRecruiter

Log In

1

Client Associate Jobs in Fishers, IN (NOW HIRING)

next page

Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Fishers, IN

Client Associate information

See Fishers, IN salary details

$17.3K

$47.7K

$70.7K

How much do client associate jobs pay per year?

As of Jun 20, 2026, the average yearly pay for client associate in Fishers, IN is $47,703.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,400.00 and $58,000.00 per year, depending on experience, location, and employer.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

What are Client Associates?

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.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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.

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 Fishers, IN? The most popular types of Client jobs in Fishers, IN are:
What job categories do people searching Client Associate jobs in Fishers, IN look for? The top searched job categories for Client Associate jobs in Fishers, IN are:
What cities near Fishers, IN are hiring for Client Associate jobs? Cities near Fishers, IN with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Fishers, IN as of June 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $47,703 per year, or $22.9 per hour.
Client Service Associate - Wealth Management

Client Service Associate - Wealth Management

SHEPHERD FINANCIAL

Carmel, IN • On-site

$13.75 - $19/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Job description

Description:

About Shepherd Financial

Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. We implement a holistic view of individual wealth management, creating strategies to help our clients grow, protect, and transfer their assets. Our financial wellness programs enable retirement plan participants to prepare and retire on their terms, while our proven process provides consistent engagement, encouragement, and helpful resources to instill confidence and effectively transform financial behavior. Our vision is to grow in a meaningful way, becoming a nationally recognized name as a trusted financial partner and industry leader.


While we are proud of the work we do, it is clearly fueled by the team we have built. It is evident our team structure and environment set us apart in this industry. Each Shepherd Financial team member is invested in the well-being of others, offering support and assistance in any way possible. We genuinely care for one another, and that ultimately extends to every client and participant we serve.



Our Core Values

Integrity: We thoughtfully serve our clients and one another with trusted, dedicated, and highly responsive care.

Service: We regularly and generously share our time, expertise, and money to positively impact the well-being of our clients, community, and one another.

Empathy: We genuinely value people, honor their unique experiences and capabilities, and create inclusive, collaborative environments.

Innovation: We are engaged and passionately curious, generating creative and flexible solutions for our clients and team.

Quality: We provide consistent service and resources, offering unmatched value and accountability to our clients and the financial industry.

Growth: We intentionally seek opportunities to learn, develop, and flourish, emphasizing individual and team health.



Position Overview

The Client Service Associate (CSA) plays a critical role in delivering a high-touch, consistent, and proactive client experience. This individual partners closely with Wealth Advisors to support client onboarding, ongoing relationship management, account administration, and operational excellence.


This position requires strong attention to detail, ownership mentality, responsiveness, and a passion for serving clients at a high level. The ideal candidate thrives in a collaborative team environment while also taking initiative independently.



Core Responsibilities

Client Onboarding & Account Administration

  • Prepare and process new account paperwork, transfers, money movements, and custodial documentation.
  • Submit and monitor account funding and transfers.
  • Maintain accurate digital client files and documentation.
  • Coordinate onboarding workflows in Redtail CRM.


Ongoing Client Service & Relationship Support

  • Serve as a key point of contact for client service requests.
  • Schedule client appointments on behalf of assigned advisors, including outbound calls to clients as needed.
  • Respond to client emails and phone calls within 24 hours.
  • Process wires, ACH requests, transfers, RMDs, and other account maintenance items.
  • Prepare materials before and after client review meetings.
  • Develop a working knowledge of each advisor and client’s preferences, adjusting service delivery accordingly.
  • Identify opportunities to enhance client relationships and retention.


CRM & Operational Excellence

  • Maintain accurate and comprehensive client records in Redtail.
  • Document all client interactions within 24 hours.
  • Initiate and complete follow-up workflows within established timelines.
  • Collaborate with advisors to ensure proactive service and follow-through.
  • Support reporting through Orion or a similar portfolio system.
  • Continuously improve internal processes and client workflows.


Position Expectations

  • 3-5+ years of experience in wealth management, financial services, or an independent RIA environment
  • Undergraduate degree preferred
  • Experience with custodians and account processing
  • Familiarity with Redtail CRM and Docusign (or similar systems)
  • Strong proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Understanding of investment account types and basic financial terminology
  • Excellent time management skills and ability to manage multiple priorities in a fast-paced environment
  • Willingness to assist with other advisor/client service-related tasks as needed
  • Compliance with Shepherd Financial’s internal policies, including the Work-From-Home Policy and License & Designation Repayment Program
  • Begin each business day no later than 8:30 AM



Compensation and Benefits

  • Salary plus incentive-based salary enhancement for new annualized recurring revenue from either retirement plans or wealth management referrals
  • Discretionary year-end performance bonus
  • Paid time off (Holidays, PTO, Volunteer days), 401(k) match, and medical, term life, and disability insurance
  • Additional benefit options: dental, vision, voluntary life, critical illness and accident, LifeLock
  • Financial support for professional accreditation/license fees and continuing education
Requirements:


Apply