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Client Associate Jobs in McCordsville, IN (NOW HIRING)

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support ...

Client Service Associate - NR

Indianapolis, IN · On-site

$13.75 - $19/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Client Service Associate - NR

Indianapolis, IN · On-site

$13.75 - $19/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

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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Client Associate information

See McCordsville, IN salary details

$17.2K

$47.4K

$70.2K

How much do client associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for client associate in McCordsville, IN is $47,416.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,200.00 and $57,700.00 per year, depending on experience, location, and employer.

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 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.

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 McCordsville, IN?

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

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

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

Infographic showing various Client Associate job openings in McCordsville, IN as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 13% Part Time, and 8% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $47,416 per year, or $22.8 per hour.

Associate Client Engineer

Allison Transmission

Indianapolis, IN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 days ago


Allison Transmission rating

9.1

Company rating: 9.1 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

22nd of 490 rated machine equipment manufacturers


Job description

JOIN THE TEAM THAT'S POWERING PROGRESS
Building cities. Driving commerce. Fueling Progress. For over 100 years, Allison has powered the vehicles and technology that move our world forward.
What powers us? Our employees. From the first person hired by James Allison in 1915 to the thousands across the globe who work for Allison today, we're driving progress everywhere because we employ top talent worldwide. In both the Allison Transmission and Allison Off-Highway Drive and Motion Systems business units, our team strives to Improve the Way the World Works.
Learn more about this role and how you can begin driving your career forward!
Benefits:
The below list features some of the benefits currently available. Eligibility may be subject to the terms and conditions of governing documents and available benefits may be subject to change at the company's discretion.
  • Choice of medical plans with prescription coverage
  • Employer HSA contribution
  • Dental & Vision Insurance
  • Paid Parental Leave
  • Short & Long-Term Disability
  • Other voluntary benefits including: Critical Illness, Hospital Indemnity, Identity Theft Protection and Pet Insurance
  • 401K with generous Company match & contribution
  • Accrued Paid Time Off
  • 12 Paid Holidays + 1 Floating Holiday
  • Robust employee wellness program
  • Tuition assistance program

Job Description:
Primary Purpose of Role:
Provide hands-on client platform services and day-to-day operation of enterprise client platform services in a Microsoft-based environment, including endpoint configuration, software deployment, patching, device standards, and operational support.
Key Responsibilities:
Perform client platform troubleshooing and services, including imaging, software deployment, patching, and configuration activities.
Maintain Intune, Group Policy, and Microsoft endpoint policies.
Perform Level 4 support tasks for assigned endpoint, deployment, and device management incidents.
Help maintain software and hardware standards for laptops, desktops, tablets, peripherals, and print services.
Support packaging, testing, and deployment of approved software updates and standard applications.
Assist with device enrollment and provisioning processes, including Autopilot and MDM-related tasks.
Participate in endpoint compliance monitoring, remediation activities, and documentation updates.
Contribute to operational process documentation, knowledge articles, and standard work instructions.
Key Performance Measures:
Timely completion of assigned endpoint engineering tasks and support tickets.
Success rate of software packages, deployments, and standard image activities.
Patch compliance for assigned device groups or support areas.
Accuracy and completeness of technical documentation and knowledge articles.
Adherence to change, security, and operational procedures.
Competencies and Behaviors:
Tech Savvy - Working: Builds foundational knowledge of Microsoft endpoint management technologies and applies guidance effectively.
Ensures Accountability - Working: Delivers assigned tasks accurately and on time.
Collaborates - Working: Works effectively with peers, service desk, security, and infrastructure teams.
Communicates Effectively - Working: Shares technical information clearly with teammates and end users.
Plans and Aligns - Basic: Organizes work and follows established priorities.
Customer Focus - Working: Responds to support needs with professionalism and urgency.
Qualifications:
Associate's or Bachelor's degree in Information Technology, Computer Science, or related field preferred.
Microsoft certification such as MD-102, MS-900, or equivalent preferred.
Foundational knowledge of Windows endpoint administration and Microsoft 365 services.
Basic PowerShell knowledge preferred.
Experience:
1-3 years of experience supporting enterprise endpoints or IT infrastructure.
Basic knowledge of Windows OS, endpoint imaging, software deployment, and patching.
Exposure to Microsoft Intune, Autopilot, Group Policy, or MECM/SCCM preferred.
Familiarity with troubleshooting endpoint hardware, software, and peripheral issues.
Basic understanding of security and compliance requirements for managed devices.
Experience documenting technical procedures or knowledge articles preferred.
Scope Factors:
Works under defined direction and supports established client platform services. No direct people leadership or budget accountability. Scope is primarily task-based and operational, with support across regional or global device populations as assigned. Limited matrix responsibility; contributes to team deliverables through execution of defined work.
Allison Transmission is an equal opportunity employer. We have opportunities for all qualified applicants regardless of age, race, color, sex, religion, creed, national origin, disability, sexual orientation, gender identity/expression or veteran status.
If you are an individual with a disability or a disabled veteran requiring assistance and/or reasonable accommodations reviewing any of the careers information, please contact us at ati+ask4max@service-now.com.
Please note that Allison Transmission will make an offer of employment only to individuals who have applied for a position using our official application. Be on alert for possible fraudulent offers of employment. Allison Transmission will not solicit money or banking information from applicants.

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