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Client Facing Finance Jobs in Indiana (NOW HIRING)

... financial industry, or equivalent experience, preferred * Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain Skills * Excellent client facing, interpersonal ...

Financial Advisor

Carmel, IN · On-site

$70K - $150K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...

Financial Advisor

Carmel, IN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...

Financial Advisor

Mishawaka, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...

Financial Advisor

Carmel, IN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...

Financial Advisor

Carmel, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...

Showing results 21-40

Client Facing Finance information

See Indiana salary details

$49K

$66.3K

$93.3K

How much do client facing finance jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client facing finance in Indiana is $66,290.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,100.00 and $70,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in client facing finance, and why are they important?

To thrive in a Client Facing Finance role, you need a solid understanding of financial principles, analytical thinking, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling tools, CRM software, and relevant certifications such as CFA or CPA are highly valued. Exceptional communication, active listening, and relationship-building skills are essential for understanding and addressing client needs effectively. These competencies are crucial for providing tailored financial solutions, building trust, and ensuring long-term client satisfaction in a dynamic environment.

What is a client facing finance?

A Client Facing Finance job involves working directly with clients to provide financial advice, investment strategies, or banking solutions. Professionals in this role may work in wealth management, corporate finance, or financial consulting, helping clients make informed financial decisions. Strong communication and relationship-building skills are essential, as the role requires explaining complex financial concepts in a clear and effective manner. The position can exist in banks, investment firms, or financial services companies, supporting individuals or businesses in managing their financial goals.

What is an example of a client facing finance job?

A client facing finance job involves direct interaction with clients to provide financial advice, manage accounts, or offer investment services. Examples include financial advisors, relationship managers, and client service associates, who often use tools like CRM software and require strong communication skills.

What types of clients and industries do client facing finance professionals typically work with?

Client Facing Finance professionals often serve a diverse range of clients, including individuals, small businesses, corporations, or institutional investors, depending on the employer and focus of the firm. They may work across industries such as banking, wealth management, corporate finance, insurance, or consulting. This variety provides valuable exposure to different financial needs and challenges, allowing professionals to develop specialized expertise and robust networks. The opportunity to work with multiple client types can also enhance your problem-solving skills and support career advancement into more senior advisory or relationship management roles.

What are some client facing finance jobs?

Client facing finance jobs include roles such as financial advisor, relationship manager, client services associate, and private banker. These positions require strong communication skills, financial knowledge, and often involve working directly with clients to provide financial advice, manage accounts, or offer investment services.
What are popular job titles related to Client Facing Finance jobs in Indiana? For Client Facing Finance jobs in Indiana, the most frequently searched job titles are:
Infographic showing various Client Facing Finance job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $66,290 per year, or $31.9 per hour.

Client Services Analyst I

SS&C Technologies

Evansville, IN • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 20 days ago


SS&C Technologies rating

7.7

Company rating: 7.7 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

146th of 243 rated software companies


Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Client Services Analyst I

Location(s): Jacksonville, FL / Chicago, IL / Evansville, IN / San Francisco, CA / Mississauga, Canada (Hybrid)

About the Role

Join SS&C's Client Services team, where financial services meet cutting-edge technology. Regardless of the platform you support, you'll be at the forefront of client success-resolving technical issues, guiding product usage, and building strong relationships with key personnel at hedge funds, asset managers, and other financial institutions. This role is ideal for individuals eager to build a career at the intersection of finance, technology, and client service.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

  • Engage with Clients:Serve as the first point of contact for client inquiries via phone, email, and web, delivering timely and professional support.
  • Resolve Complex Issues:Troubleshoot and resolve technical and product-related challenges, focusing on low-volume, high-complexity cases that require analytical thinking.
  • Collaborate Across Teams:Work closely with internal teams-including Professional Services, Product Management, and Product Development -to ensure seamless client experiences.
  • Support Escalations:Act as an escalation point for client counterparties and internal stakeholders, helping drive resolution and maintain trust.
  • Build Relationships:Develop strong partnerships with clients, including portfolio managers, traders, and operations teams, to understand their needs and deliver value.
  • Manage Multiple Priorities:Handle multiple client requests simultaneously while maintaining high levels of accuracy, responsiveness, and satisfaction.
  • Contribute to Continuous Improvement:Participate in training programs and ongoing development initiatives to enhance your skills and grow within the organization

Required Experience

  • Bachelor's degree
  • Strong verbal and written communication skills
  • Proven problem-solving and analytical abilities
  • Passion for client service and relationship building
  • Ability to learn quickly, adapt to new tools, and take initiative
  • Familiarity with MS Windows, MS Office, and general system architecture
  • Flexibility to support market hours and occasional weekend on-call shifts
  • Experience in a customer service or client-facing role

What Sets You Apart

  • Degree in MIS, Computer Science, Finance, Economics, Math, or a related field
  • 1-2 years of experience in financial services, accounting, or a related industry
  • Exposure to portfolio accounting or trade order management systems
  • Familiarity with SQL, UNIX, or LINUX environments

Join SS&C, where innovation meets global opportunities. Click here to apply.

https://www.ssctech.com/hubfs/website/pdf/Privacy-Notice-for-CA-Job-Applicants.pdf

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.


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About SS&C Technologies

Sourced by ZipRecruiter

SS&C Technologies is a prominent player in the software and IT services industry, specializing in investment and financial technologies. The company is headquartered in Windsor, Connecticut, USA, with the core mission to deliver advanced technology-driven solutions and software for the global financial services industry. SS&C Technologies was established in 1986, and since its inception, the company has grown immensely to offer a comprehensive portfolio of services that include fund administration, securities industry software, insurance and pension funds software, asset management, and trading and settlement services.

Industry

Computer and computer peripheral equipment and software wholesalers

Company size

10,000+ Employees

Headquarters location

Windsor, CT, US

Year founded

1986