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Client Onboarding Associate Jobs in Indiana (NOW HIRING)

Aon

Associate, Client Service

Indianapolis, IN · On-site

$13.75 - $19/hr

Client Service Associate The Client Service Associate supports advisor teams and clients through ... Process account onboarding, including preparation of Advisory Agreements and custodial account ...

New

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 ...

Aon

Associate, Client Service

Indianapolis, IN · On-site

$13.75 - $19/hr

The Client Service Associate supports advisor teams and clients through account operations ... Process account onboarding, including preparation of Advisory Agreements and custodial account ...

New

NFP Corp

Associate, Client Service

Indianapolis, IN · On-site

$13.75 - $19/hr

The Client Service Associate supports advisor teams and clients through account operations ... Process account onboarding, including preparation of Advisory Agreements and custodial account ...

New

NFP Corp

Associate, Client Service

Indianapolis, IN · On-site

$13.75 - $19/hr

The Client Service Associate supports advisor teams and clients through account operations ... Process account onboarding, including preparation of Advisory Agreements and custodial account ...

New

CX Institutional LLC

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

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

UBS

Client Associate

Indianapolis, IN · On-site

As a Client Associate, you'll play an important role in [benefit or gain or mandate]. Your skills ... onboarding within 180 days. • ideally 2+ years of experience in client service, within the ...

Home Instead

Client Development Advisor

Terre Haute, IN · On-site

... client on-boarding * 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 ...

Field of Talent

VOIP Systems Tech

Terre Haute, IN · On-site

$30 - $38/hr

Participate in VOIP deployments, migrations, and client onboarding projects. * Work directly with ... Associate degree in IT, Telecommunications, Networking, or related field/experience. * MSP ...

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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 Sep 11, 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 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 87% Full Time, 9% Part Time, and 4% Contract. Highlights an 62% Physical, 4% Hybrid, and 34% Remote job distribution, with an average salary of $51,389 per year, or $24.7 per hour.

Associate, Client Service

Indianapolis, IN • On-site

Aon
Business Management Consulting • 10K+ employees
Learn more about Aonexternal

$13.75 - $19/hr

Other

Medical, Retirement, PTO

Posted yesterday

New

Aon rating

8.3

Company rating: 8.3 out of 10

Based on 79 frontline employees who took The Breakroom Quiz

Job description

Client Service Associate

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage custodial work with guidance from senior team members. The CSA takes ownership of their responsibilities from initiation through completion, escalating complex matters as needed.

Essential Duties and Responsibilities:

  • Process account onboarding, including preparation of Advisory Agreements and custodial account agreements
  • Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance
  • Handle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journals
  • Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance
  • Assist with Separately Managed Account and subdocument processing, including client profile sheets and private investment subscription documents
  • Coordinate offboarding client notifications and manage returned mail/abandoned property accounts
  • Provide proactive communication with clients and advisor teams throughout all account-related matters
  • Assure accuracy and timeliness of all custodian work

Technical Expertise:

  • Build foundational technical knowledge in operational matters
  • Learn custodial bulletins and procedures
  • Understand and comply with all financial regulations
  • Maintain high diligence in client privacy and security
  • Develop proficiency in the systems used by the company, such as CRM, custodian websites, and other relevant technological resources
  • Maintain required logs and supporting documentation for compliance-related purposes

Team Collaboration:

  • Observe and learn from client meetings within areas of expertise
  • Receive training and mentorship from Senior Client Service Associates and leadership
  • Provide support to Advisor Associates, Lead Advisors, and Service Advisors
  • Support process improvement initiatives and follow established procedures
  • Assist in maintaining standard templates, policies, procedures, and materials
  • Embrace and adopt new technology solutions
  • Contribute positively to office culture, morale, and team collaboration
  • Escalate issues and requests to appropriate personnel when necessary

Qualifications:

  • Bachelor's degree in Finance, Economics, or a related field preferred
  • Relevant experience in financial services or a related industry
  • Strong computer skills, including proficiency with Microsoft Office Suite
  • Experience with CRM systems and custodial platforms preferred
  • Excellent organizational and time management skills
  • Commitment to professional growth and development

What We Offer:

Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

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About Aon

Sourced by ZipRecruiter

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Industry

Business management consulting

Company size

10,000+ Employees

Headquarters location

Chicago, IL, US

Year founded

1992

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