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Client Associate Jobs in Fowler, IN (NOW HIRING)

DFR

Eligibility Specialist - Case Manager

Fowler, IN · On-site

$16.50/hr

Previous experience as a Case Manager, Eligibility Specialist, Eligibility Associate, Office Manager, Call Center Customer Service Specialist, or Client Specialist encouraged to apply The Eligibility ...

DFR

Eligibility Specialist - Case Manager

Fowler, IN · On-site

$16.50/hr

Previous experience as a Case Manager, Eligibility Specialist, Eligibility Associate, Office Manager, Call Center Customer Service Specialist, or Client Specialist encouraged to apply The Eligibility ...

DFR llc

Eligibility Specialist - Case Manager

Fowler, IN · On-site

$16.50/hr

Previous experience as a Case Manager, Eligibility Specialist, Eligibility Associate, Office Manager, Call Center Customer Service Specialist, or Client Specialist encouraged to apply The Eligibility ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Fowler, IN

Client Associate information

See Fowler, IN salary details

$17K

$46.7K

$69.2K

How much do client associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for client associate in Fowler, IN is $46,700.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,700.00 and $56,800.00 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 Fowler, IN?

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

What job categories do people searching Client Associate jobs in Fowler, IN look for?

The top searched job categories for Client Associate jobs in Fowler, IN are:

What cities near Fowler, IN are hiring for Client Associate jobs?

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in Fowler, IN as of June 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Hybrid job distribution, with an average salary of $46,700 per year, or $22.5 per hour.

Tax Professional - Franchise Location

H&R Block

Hoopeston, IL • On-site

$17 - $25/hr

Full-time

Posted 7 days ago

H&R Block rating

5.6

Company rating: 5.6 out of 10

Based on 290 frontline employees who took The Breakroom Quiz

146th of 151 rated financial services

Job description

About the Role
As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.
Joining H&R Block1 as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.
Preferred Qualifications
  • Bachelor's degree in accounting or related field
  • CPA or Enrolled Agent certification
  • Experience completing complex returns (individual, trust, partnership)
  • 5+ years of experience in accounting, finance, bookkeeping or tax
  • Experience conducting virtual tax interviews
  • Experience with tax planning and audit support
  • Sales and/or marketing experience

1 - This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee.
2 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Required Qualifications
  • Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email
  • Prepare complete and accurate tax returns
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
    • All certification levels can provide tax notice services
    • Circular 230 associates can provide audit representation
  • Mentor and support teammates

Your Expertise:
  • Successful completion of the H&R Block Tax Knowledge Assessment2
  • Experience in accounting, finance, bookkeeping or tax
  • Experience completing individual returns
  • Experience working in a fast-paced environment
  • Comfort working with virtual tools - video, phone and chat
  • Ability to effectively communicate in person, via phone and in writing
  • Must complete continuing education requirement and meet all other IRS and applicable state requirements
  • High school diploma / equivalent or higher

Why work for us
The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee.
Pay Range
$17.00 - $25.00/Hr.

What H&R Block employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

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