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Client Associate Jobs in New Albany, IN (NOW HIRING)

ADP

Manager, 401(k) Client Services

Louisville, KY · On-site

ADP is hiring a 401(k) Client Service Manager. Manages the day to day activities of a 401(K) client ... Implements enhancements in product and service levels to all service associate levels and provides ...

ADP

Manager, 401(k) Client Services

Louisville, KY

ADP is hiring a 401(k) Client Service Manager. Manages the day to day activities of a 401(K) client ... Implements enhancements in product and service levels to all service associate levels and provides ...

Gallagher

Client Service Associate I

Louisville, KY · On-site

$13.25 - $18.25/hr

Overview At Gallagher, we're looking for a Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll ...

corpay

Director of Client Services

Louisville, KY · Remote

As the Director, Client Services, you will lead the account management team responsible for the day ... Working collaboratively with associates across sales, operations, and implementation, you will ...

corpay

Director of Client Services

Louisville, KY · Remote

As the Director, Client Services, you will lead the account management team responsible for the day ... Working collaboratively with associates across sales, operations, and implementation, you will ...

corpay

Director of Client Services

Louisville, KY · Remote

As the Director, Client Services, you will lead the account management team responsible for the day ... Working collaboratively with associates across sales, operations, and implementation, you will ...

Corpay, Inc.

Director of Client Services

Louisville, KY · On-site

$100 - $130/hr

Working collaboratively with associates across sales, operations, and implementation, you will ... This role reports to the Vice President, Client Services and partners closely with a peer VP who co ...

Corpay

Director of Client Services

Louisville, KY · On-site

As the Director, Client Services, you will lead the account management team responsible for the day ... Working collaboratively with associates across sales, operations, and implementation, you will ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in New Albany, IN

Client Associate information

See New Albany, IN salary details

$17.1K

$47.2K

$69.9K

How much do client associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for client associate in New Albany, IN is $47,158.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $57,400.00 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 New Albany, IN? The most popular types of Client jobs in New Albany, IN are:
What cities near New Albany, IN are hiring for Client Associate jobs? Cities near New Albany, IN with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in New Albany, 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 $47,158 per year, or $22.7 per hour.

Manager, 401(k) Client Services

ADP

Louisville, KY • On-site

Full-time

Retirement

Posted 19 days ago

Job description

ADP is hiring a 401(k) Client Service Manager. Manages the day to day activities of a 401(K) client services team to ensure delivery of optimal service. Typically manages 10-12 401(k) Specialists. Maintains high visibility within a fast-paced, dynamic environment with an emphasis on high levels of client satisfaction, client retention, and statistical achievement. Balances statistical achievement with quality-of-service initiatives to ensure that all clients receive accurate, professional and timely responses to inquiries/issues. Ensures seamless client service through regular interfaces with internal business partners such as payroll and all our Support Groups. Utilize extensive 401(K) product knowledge and experience to support staff resolving 401(K) product and service issues. Implements enhancements in product and service levels to all service associate levels and provides measurements of success accordingly. Provides a vehicle through which procedural modifications, changing business needs and expansion of services for existing clients may be implemented without causing undue stress on the client population or the service team staff. Determines training requirements; manages human resource issues and performance for the team. Provide communication with payroll regions and other 401(K) departments to resolve client issues. Business travel may be required.
At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.
We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, - Social Responsibility.
RESPONSIBILITIES:
  • Manages the Regional 401(k) department, providing feedback to each associate, based on their job duties, ensuring quality performance, and high standard work ethic.
  • Manages performance of associates in order to meet employee retention goals, ensure high quality and statistical achievement and provide opportunities for career development.
  • Drafts performance appraisals for associates and provides feedback;works closely with the Plan Executive to draft team goals and implement enhancements in product and service levels to all service associate levels and provides measurements of success accordingly.
  • Coordinate functions within the department to initiate communication and encourage team spirit.
  • Respond to inquiries from Operations Exec., Clients, Sales, Payroll, Human Resources, and New Business regarding 401(k) Administration, process flow, statutory limitations and changes.
  • Works with the New Business Team to ensure client satisfaction with the 401(k) product,to assign new 401(k) Specialists - to receive feedback on client concerns.
  • Resolve Escalations via phone and email including point-of-call escalation.
  • Works with the HR/Client Relations Executive to schedule client service calls of our Tier One clients, either at the worksite or over the phone, to ensure client satisfaction with the 401(k) product - to receive feedback on client concerns.
  • Provides assistance to the 401(k) Plan Specialist regarding escalations and client problem resolution in the technical - compliance features of the 401(k) Plan.
  • Trend client escalations and provide summary reports to Plan Executive monthly.
  • Manages NPS Detractors and Promoters and periodically calls on clients for feedback.
  • Work with Plan Exec and Management to rollout Annual Strategies and Campaigns
  • Manage Dept Productivity, Monitor Clarify Queues and workgroups.
  • Performs other related duties as assigned.

QUALIFICATIONS REQUIRED:
  • 4+ Years experience with Qualified Plans.
  • At least 2 years' proficiency with client service regarding qualified Plans

Preferred Qualifications; Preference will be given to candidates who have the following:
  • Bachelor's Degree or its equivalent in education and experience
  • Demonstrated continuing education in the 401(k) field. (QKA, QKC,CRPC, ERPA)
  • FINRA Series 26 license
  • In-depth working knowledge in retirement service industry.
  • Prefer experience with a TPA or record keeper.
  • General financial services background. General FINRA, DOL, ERISA knowledge.
  • Demonstrates strong oral/written communication skills. Demonstrates strong listening skills
  • Utilizes tools to support daily functions such as Microsoft Office Products (Word, Excel, Outlook, Co-pilot etc)
  • Demonstrates ability to learn other proprietary system tools
  • Proficiency in using payroll, HR databases and recordkeeping systems
  • Personnel management, strategic thinking, and decision making
  • Proven relationship-building skills. Strong time-management, organization and problem solving skills.
  • Ability to coordinate and take the lead on conference calls.
  • Ability to gauge and shape client satisfaction through service experience, scheduled survey's, client calls/visits and day-to-day interaction

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About ADP

Sourced by ZipRecruiter

We're designing a better way to work, so you can achieve what you're working for. Consistently named one of the 'Most Admired Companies' by FORTUNE® Magazine, and recognized by DiversityInc® as one of the 'Top 50 Companies for Diversity,' ADP works with more than 740,000 organizations across the globe to help their people work smarter, embrace new challenges, and unleash their talent. "Always Designing for People" means we're creating platforms that will transform how great work gets done, so together we can unlock a world of opportunity.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

Roseland, NJ, US

Year founded

1949

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