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Client Onboarding Associate Jobs in Indiana (NOW HIRING)

Sanctuary Wealth Group LLC

Wealth Associate

Carmel, IN · On-site

$55K - $75K/yr

Description Wealth Associate Location: Carmel, IN (In-office, Mon-Fri) Compensation Package: $55 ... Manage client onboarding, account openings, and asset transfers end-to-end * Prepare customized ...

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All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Indiana

Client Onboarding Associate information

See Indiana salary details

$13

$24

$39

How much do client onboarding associate jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for client onboarding associate in Indiana is $24.71, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $27.21 per hour, depending on experience, location, and employer.

What are some common challenges faced by Client Onboarding Associates during the onboarding process, and how are they typically addressed?

Client Onboarding Associates often encounter challenges such as managing tight deadlines, handling complex regulatory requirements, and coordinating between multiple internal teams and clients. To address these, Associates typically rely on strong organizational skills, clear communication, and thorough documentation. Many organizations provide structured workflows and regular training to ensure compliance and efficiency, and teamwork is encouraged to resolve issues quickly and maintain a smooth onboarding experience for clients.

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

To thrive as a Client Onboarding Associate, you need strong organizational skills, attention to detail, and knowledge of client relationship management, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and document management systems is typically required. Exceptional communication, problem-solving abilities, and a customer-centric mindset are valuable soft skills that set top performers apart. These skills ensure a smooth onboarding experience, build client trust, and contribute to long-term client satisfaction and retention.

What is the difference between Client Onboarding Associate vs Client Relations Specialist?

AspectClient Onboarding AssociateClient Relations Specialist
CredentialsTypically requires a bachelor's degree in business, communications, or related fieldOften requires similar degrees; certifications in customer service or relationship management are a plus
Work EnvironmentUsually works in financial services, banking, or consulting firms, focusing on new client setupWorks across industries, maintaining ongoing client relationships and satisfaction
Employer & Industry UsageCommon in finance, banking, and professional services for onboarding new clientsUsed broadly in finance, tech, and service industries for client retention

The main difference is that a Client Onboarding Associate focuses on the initial setup and integration of new clients, ensuring a smooth onboarding process. In contrast, a Client Relations Specialist manages ongoing relationships, aiming to retain clients and enhance satisfaction after onboarding.

What does a Client Onboarding Associate do?

A Client Onboarding Associate is responsible for guiding new clients through the initial setup and integration process with a company’s products or services. This role involves collecting and verifying client information, ensuring all necessary documentation is completed, and coordinating with internal teams to facilitate a smooth transition. Client Onboarding Associates also address client questions, resolve any issues that may arise during onboarding, and help ensure a positive first experience. Their work is essential in building strong client relationships and setting the foundation for long-term customer satisfaction.
What are the most commonly searched types of Client Onboarding jobs in Indiana? The most popular types of Client Onboarding jobs in Indiana are:
What are popular job titles related to Client Onboarding Associate jobs in Indiana? For Client Onboarding Associate jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Client Onboarding Associate jobs in Indiana look for? The top searched job categories for Client Onboarding Associate jobs in Indiana are:
What cities in Indiana are hiring for Client Onboarding Associate jobs? Cities in Indiana with the most Client Onboarding Associate job openings:
Client Onboarding Associate jobs near you

Client Onboarding Analyst, Transaction Tax

DuCharme McMillen and Associates, Inc.

Indianapolis, IN • On-site

Full-time

Posted 2 days ago

Job description

As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:
  • 2025 Great Places to Work Certified
  • Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
  • Company paid parental leave
  • Generous time off package
  • Multiple benefit plans, eligibility begins on day one of employment
  • Culturally focused on work/life balance, mental health, and the overall wellness of our employees

Position Summary
The Client Onboarding Analyst supports the Transaction Tax Compliance team by executing new client onboarding activities, analyzing and preparing client data, and ensuring seamless integration into DMA's compliance systems. This role plays a critical part in establishing the foundation for long-term client success by creating accurate data models, documenting processes, and coordinating with both clients and internal teams. The Implementation Analyst ensures that each implementation meets quality standards and sets clients up for efficient, automated compliance processing.
Essential Duties and Responsibilities
  • Analyze complex client source data and develop structured data models for import into DMA's compliance systems.
  • Interpret and document compliance requirements, including tax credits, amended returns, renewals, notice handling expectations, funding procedures, and reporting schedules.
  • Create clear, client-specific process documentation that outlines compliance workflows, data expectations, and operational procedures.
  • Set up new client profiles in all internal systems used for return preparation, ensuring accurate configurations and system readiness.
  • Maintain proactive communication with clients throughout onboarding, providing updates, gathering required information, and ensuring a positive client experience.
  • Manage the transition of clients from onboarding into production, coordinating with internal teams for a seamless handoff.
  • Troubleshoot and resolve data-related issues, identifying root causes and implementing corrective actions to ensure accurate compliance processing.
  • Process recurring client data feeds into DMA's tax software systems, ensuring data integrity and identifying anomalies.

Non-Essential Duties and Responsibilities
  • Assist with online filing activities and back-end reporting as needed.
  • Provide support to the Production team during peak filing periods.
  • Perform other duties as assigned.

Education and Qualifications
  • Bachelor's degree in Accounting, Business Administration, Finance, or related field.
  • 1+ years of experience with DMA or in a similar implementation, compliance, or data-focused position.
  • Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, data cleansing; macros preferred).
  • Experience with data modeling or data transformation tools preferred.
  • Ability to quickly learn Transaction Tax concepts and compliance software systems.
  • Strong verbal and written communication skills; able to explain technical concepts to non-technical audiences.
  • Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. This position does not qualify for employment-based sponsorship.

Work Environment & Physical Requirements
  • Work Schedule: Regular, 40 hours/week
  • Travel: Less than 10%
  • Physical Activity:
    • Prolonged periods of sitting and computer use
    • Ability to hear, understand, and distinguish speech and sounds
    • Frequent repetitive motions with hands

#LI-HYBRID
#LI-AL1
The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment.
It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at HRDepartment@dmainc.com or 800-309-2110 and choosing selection 6.

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