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Client Onboarding Associate Jobs in Indiana (NOW HIRING)

Allied Solutions

Client Specialist

Carmel, IN · On-site

Onboarding of new clients (25%): * Training Support Tasks * CenterPoint * SmartSheet ... Associate's degree and 2-3 years of directly related experience or High School Diploma and 4-5 ...

Allied Solutions LLC

Client Specialist

Carmel, IN · On-site

Onboarding of new clients (25%): * Training Support Tasks * CenterPoint * SmartSheet ... Associate's degree and 2-3 years of directly related experience or High School Diploma and 4-5 ...

Allied Solutions LLC

Client Specialist

Carmel, IN · On-site

Onboarding of new clients (25%): * Training Support Tasks * CenterPoint * SmartSheet ... Associate's degree and 2-3 years of directly related experience or High School Diploma and 4-5 ...

Credent Wealth Management

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Client Service Associate Client Service Associates support the Wealth Advisor by attending client ... systems use, onboarding/offboarding updates, etc * Remain knowledgeable in the policies and ...

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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 Aug 22, 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 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 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 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 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 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
Infographic showing various Client Onboarding Associate job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $51,389 per year, or $24.7 per hour.

Client Services Associate

Windward Recruiting

Indianapolis, IN • On-site

$70K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 days ago

Job description

We are seeking an experienced Client Service Associate who wants to deliver a white-glove client experience and serve as a relationship manager for complex client and operational workflows.
This position is ideal for a service-oriented professional who thrives in a fast-paced environment supporting UHNW families and managing intricate client relationships, and offers opportunities to those who want to work alongside experienced advisors, investment professionals, and family office specialists that serve a variety of clients, such as entrepreneurs, executives, multi-generational families and non-profit organizations.
This is a full-time, in-office position based in Carmel, Indiana.
DUTIES & RESPONSIBILITIES

  • Serve as a trusted point of contact for clients, delivering high-touch service experience and cultivating long-term relationships with clients and strategic partners.
  • Manage day-to-day client service activities with a strong emphasis on accuracy, responsiveness, compliance, and attention to detail.
  • Lead complex client onboarding initiatives, coordinating with custodians, trust companies, transfer agents, investment managers, and other third parties to facilitate account openings, transfers, and ongoing administration.
  • Support sophisticated investment and family office workflows, including coordination with alternative investment managers, private equity firms, custodians, and other external providers.
  • Assist clients with liquidity events, distributions, cash management requests, and other specialized wealth management activities.
  • Partner with advisors, the investment team, and leadership to ensure a seamless and highly personalized client experience.
  • Leverage firm technology platforms and reporting systems to maintain data integrity, enhance workflows, and support operational efficiencies.
  • Contribute to process improvement initiatives and help establish scalable best practices across the organization.
  • Collaborate with internal teams to support strategic projects, client initiatives, and the continued growth of the firm.
QUALIFICATIONS
  • Bachelor's degree required.
  • 2+ years of experience in client service, wealth management operations, or a similar role within an RIA, multi-family office, or single-family office environment.
  • Experience supporting high-net-worth or ultra-high-net-worth clients preferred.
  • Broad understanding of investment products, mutual funds, custodial platforms, and brokerage account administration.
  • Experience coordinating account openings, transfers, money movements, and client servicing workflows.
  • Proficiency in Microsoft Office applications required.
  • Familiarity with CRM systems, including Salesforce, preferred.
  • Highly organized with exceptional attention to detail and the ability to manage multiple priorities effectively.
  • Strong communication skills with the ability to build rapport, demonstrate empathy, and maintain discretion when working with clients and colleagues.
  • Self-motivated, proactive, and committed to delivering exceptional client experience.
  • Demonstrated ability to work collaboratively within a team-oriented environment while taking ownership of responsibilities and initiatives.

COMPENSATION & BENEFITS
Compensation is competitive and based on experience. The role offers a base salary plus discretionary bonus, with anticipated base compensation beginning at $70,000+ and may be adjusted based on qualifications and relevant experience.
The firm offers a comprehensive benefits package including health, dental, and vision coverage, a 401(k) plan with employer match, professional development reimbursement, unlimited paid time off, and additional employee benefits.

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