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Client Onboarding Associate Jobs in Indiana (NOW HIRING)

Home Instead

Client Development Advisor

Terre Haute, IN · On-site

... client onboarding * Meet with families to assess needs, answer questions, and help them make a ... An associate's degree or some college is a plus. Prior experience in sales, business development ...

Raymondjames

Branch Operations Specialist

Bloomington, IN

$17.75 - $23/hr

Supports client onboarding. * Monitors document status through importing, scanning and submission ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

CX Institutional LLC

Wealth Manager

Auburn, IN · On-site

... and Client Service Associates. All team members are responsible for delivering a Raving Fan ... onboarding. This team, including the Wealth Manager, have regular client interaction, conduct ...

CX Institutional LLC

Wealth Manager

Auburn, IN · On-site

... and Client Service Associates. All team members are responsible for delivering a Raving Fan ... onboarding. This team, including the Wealth Manager, have regular client interaction, conduct ...

Republic Bank

Personal Banker - Floyds Knobs

IN · On-site

$17.75 - $21.75/hr

... to Bank's new client on boarding process and procedures. • Actively work calling lists of ... The associate is occasionally required to reach with hands and arms. The associate must ...

Centier Bank

Universal Banker - Part TIme

Valparaiso, IN · On-site

$19/hr

... associates with balancing their drawers and locating errors. * Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. * Actively strive to ...

Centier

Universal Banker

Indianapolis, IN · On-site

$19/hr

... associates with balancing their drawers and locating errors. * Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. * Actively strive to ...

Centier Bank

Universal Banker

Saint John, IN · On-site

$19/hr

... associates with balancing their drawers and locating errors. * Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. * Actively strive to ...

Centier Bank

Universal Banker

Brownsburg, IN · On-site

$19/hr

... associates with balancing their drawers and locating errors. * Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. * Actively strive to ...

Centier

Universal Banker

Griffith, IN

$19/hr

... associates with balancing their drawers and locating errors. * Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. * Actively strive to ...

Centier Bank

Universal Banker

Merrillville, IN · On-site

$19/hr

... associates with balancing their drawers and locating errors. * Perform client onboarding and outbound calling to follow-up on quality conversations and sales opportunities. * Actively strive to ...

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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 10, 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.
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Client Onboarding Associate jobs near you
Client Development Advisor

Client Development Advisor

Home Instead

Terre Haute, IN • On-site

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.

Home Instead rating

5.4

Company rating: 5.4 out of 10

Based on 379 frontline employees who took The Breakroom Quiz

167th of 228 rated social care providers

Job description

Client Development Advisor
Klipsch Senior Care • Home Instead • Terre Haute, IN
Full-time
No degree required. We hire for who you are-your drive to compete, your ability to build real relationships, and your genuine desire to connect people to help that changes their lives. If you've got that, we'll teach you everything else.
What this role is really about
Every day, families in Terre Haute are trying to figure out how to get their loved one the help they need. They're scared, overwhelmed, and not sure who to trust. As our Client Development Advisor, you're the person who changes that.
This is a relationship-driven sales role. You'll build a referral network from the ground up-physicians, hospital discharge planners, social workers, assisted living communities-and turn those relationships into families who trust us with their loved ones' care. Then you'll be the one who sits down with those families, helps them make one of the hardest decisions they'll face, and walks them into care with confidence.
If you're competitive, you'll thrive here. There are goals to hit, metrics to own, and a market to build. But the scoreboard here isn't just numbers-it's seniors living better at home. That combination of drive and purpose is exactly what we're looking for.
What you'll do day to day
Build and grow your referral network
  • Research and develop relationships with hospitals, physicians, social workers, discharge planners, assisted living communities, and other community partners
  • Show up consistently-provider visits, presentations, and outreach that builds the kind of trust referral partners send their clients to
  • Nurture referral-generated leads with follow-up that's persistent without being pushy

Lead care consultations and client onboarding
  • Meet with families to assess needs, answer questions, and help them make a decision they feel good about
  • Develop customized care plans and guide clients smoothly into receiving care
  • Personally introduce clients to their Care Professional-the relationship starts right

Own the client relationship long-term
  • Conduct regular quality assurance visits to reinforce trust and catch changes in needs before they become problems
  • Identify opportunities to expand or adjust services so clients get the right level of care as their situation evolves
  • Resolve concerns quickly-you're the relationship owner, and that means seeing things through

Track your work and hit your numbers
  • Maintain accurate documentation in our CRM-referral activity, consultations, QA visits, outcomes
  • Know your metrics, own your pipeline, and collaborate with leadership on activity planning tied to our growth goals
  • Partner with Care Advisors on incoming inquiries and assist with conversion when needed

What we're looking for
We're not looking for someone who's just good with people. We're looking for someone who's good with people and hungry to win. If you've got some sales experience under your belt-even just a season of it-and you know what it feels like to set a goal and go after it, that's a strong foundation. Here's the rest of what we're after:
  • You're competitive. You keep score-with yourself, if nothing else. You don't coast when things are going well, and you don't quit when they're not.
  • You build real relationships. Not transactional ones. You remember names, follow up without being asked, and show up even when there's nothing immediate to gain.
  • You have some sales experience. You know what it means to identify an opportunity, work a lead, and close-in whatever context you've done it.
  • You have a consultative mindset. You listen more than you talk, ask good questions, and help people make decisions they feel confident about.
  • You're self-directed. You manage your own pipeline, your own calendar, and your own outcomes-without needing to be managed step by step.
  • You care about the mission. The work here isn't just a number-it's a senior living with dignity at home. That has to mean something to you.

A word about credentials
A high school diploma or equivalent is required. An associate's degree or some college is a plus. Prior experience in sales, business development, client services, or community outreach will help you hit the ground running-and we're genuinely looking for someone who has some of that. But we've seen that what predicts success here isn't a credential-it's drive, follow-through, and the ability to earn trust.
If your path here looks unconventional, tell us. We'd rather hear your story than assume.
Tech you'll use
You'll work in a CRM system (Salesforce preferred), Microsoft Teams, Word, and Excel, plus Home Instead's internal systems. Comfort with these-or a genuine willingness to learn-is important. We'll train you on our specific tools.
You'll also need a valid driver's license and the ability to travel within the Terre Haute territory. Occasional evenings or weekends may be required.
What we offer
  • A mission that matters-every relationship you build connects a senior to care that lets them live at home with dignity
  • A team that will invest in you-training, mentorship, and real room to grow
  • A workplace built on our values: empathy, integrity, patience, and genuine care for each other
  • Advancement paths for people who perform-we promote from within

Work Conditions: Valid driver's license; ability to travel within territory; ability to work evenings or weekends as required.
Knowledge, Skills, and Abilities:
  • Must have an understanding of and uphold the policies and procedures established by Klipsch Senior Care, LLC. d.b.a. an independently owned and operated Home Instead franchise.
  • Must demonstrate excellent oral and written communication skills and the ability to listen effectively
  • Must have the ability to work independently, maintain confidentiality of information and meet deadlines
  • Must have the ability to demonstrate effective interpersonal skills is essential as well as sound judgment and good decision-making
  • Must demonstrate discretion, integrity and fair-mindedness consistent with company standards, practices, policies and procedures
  • Must have the ability to organize and prioritize daily, monthly, quarterly and yearly work
  • Must have the ability to establish good working relationships with office colleagues, the franchise owner, clients and the community
  • Must present a professional appearance and demeanor
  • Must have the ability to operate HI technology systems
  • Must have computer skills and be proficient in SalesForce, Word and Excel
  • Must be able to work evenings or weekends as required

What Home Instead employees say

Pay

Benefits

Hours and flexibility

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About Home Instead

Sourced by ZipRecruiter

Home Instead is the world’s largest home care franchise network and the flagship home care brand of Honor. Together, Honor and the Home Instead network delivers better jobs for Care Professionals, better home care for aging adults, and entirely new offerings to support the aging journey. With over two decades of experience caring for seniors and their families, the Home Instead network has developed unique tools and ways of working that create meaningful impact. - Personalized Care Plans - Extensive Care Pro Training - Innovative Technology - Relationship Building

Industry

Health care and social assistance, individual, family and community social assistance, fitness and sports centers and home health care services

Company size

201 - 500 Employees

Headquarters location

Omaha, NE, US

Social media

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