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Client Onboarding Manager Jobs in Indiana (NOW HIRING)

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Partnerships & Implementation Mgr-Financial Institutions

Princeton, IN · On-site

$70K - $85K/yr (+ commission)

Primary Objective Manage bank and credit union partnerships by leading partner onboarding (client onboarding) and implementation (launch/go-live/activation), delivering training and enablement, and ...

Allied Solutions, LLC

Client Specialist

Carmel, IN · On-site

$55 - $75/hr

... of Risk Management based program monitoring and performance.* May be requested to monitor the first 90 days of Production for Accounts as they exit Client Onboarding and move to Production ...

InComm Payments

This role manages a portfolio of smaller mid-market customers using our employee recognition ... Client Onboarding & Platform Enablement * Support onboarding for new clients on the ecommerce ...

Press Ganey

Client Implementation Manager

South Bend, IN · On-site

$70 - $85/hr

The Client Implementation Manager will serve as the primary point of contact for clients and will coordinate all activities throughout the client's onboarding experience. Following a post-sales ...

PG Forsta

Client Implementation Manager

South Bend, IN · On-site

TheClientImplementation Manager will serve as the primary point of contact for clients and will coordinate all activities throughout the client's onboarding experience. Following a post-sales handoff ...

EXOS

Cybersecurity Client Success Manager

Indianapolis, IN · On-site

$106K - $143K/yr

Coordinate cybersecurity projects and client onboarding: guide new clients through setup, drive adoption of purchased security services, and partner with the Project Manager to schedule client ...

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Client Onboarding Manager information

See Indiana salary details

$36.6K

$71.8K

$98.4K

How much do client onboarding manager jobs pay per year?

As of Sep 2, 2026, the average yearly pay for client onboarding manager in Indiana is $71,813.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,901.00 and $72,651.00 per year, depending on experience, location, and employer.

What is a client onboarding manager?

A Client Onboarding Manager is responsible for guiding new clients through the initial setup and integration process when they start using a company's products or services. They ensure a smooth transition by understanding client needs, coordinating internal teams, and addressing any challenges that arise. Their role involves communication, training, and process optimization to enhance customer satisfaction and retention.

What does a client onboarding manager do?

A typical day for a Client Onboarding Manager involves coordinating with internal teams to ensure new clients are set up efficiently, leading onboarding meetings or training sessions, and troubleshooting any issues that might arise during the process. You’ll regularly interact with clients to address questions, gather requirements, and provide updates on their onboarding progress. Collaboration with sales, product, and customer support teams is common, ensuring a smooth handoff and cohesive client experience. This role often requires balancing multiple projects at once, making organization and adaptability key to success.

What are the key skills and qualifications needed to thrive as a client onboarding manager?

A Client Onboarding Manager should possess strong project management, communication, and problem-solving skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and workflow management tools is commonly needed, with certifications like PMP or SaaS onboarding training considered advantageous. Exceptional interpersonal skills, attention to detail, and the ability to manage multiple priorities set top performers apart. These competencies ensure a seamless client transition experience, build lasting relationships, and support organizational growth.

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 Manager jobs in Indiana?

For Client Onboarding Manager jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Client Onboarding Manager jobs in Indiana look for?

The top searched job categories for Client Onboarding Manager jobs in Indiana are:

What cities in Indiana are hiring for Client Onboarding Manager jobs?

Cities in Indiana with the most Client Onboarding Manager job openings:

Client Onboarding Manager jobs near you
Infographic showing various Client Onboarding Manager job openings in Indiana as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $71,813 per year, or $34.5 per hour.

Client Service Associate - Wealth Management

Shepherd Financial

Carmel, IN • On-site

$13.75 - $19/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago

Job description

Job Type
Full-time
Description
About Shepherd Financial
Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. We implement a holistic view of individual wealth management, creating strategies to help our clients grow, protect, and transfer their assets. Our financial wellness programs enable retirement plan participants to prepare and retire on their terms, while our proven process provides consistent engagement, encouragement, and helpful resources to instill confidence and effectively transform financial behavior. Our vision is to grow in a meaningful way, becoming a nationally recognized name as a trusted financial partner and industry leader.
While we are proud of the work we do, it is clearly fueled by the team we have built. It is evident our team structure and environment set us apart in this industry. Each Shepherd Financial team member is invested in the well-being of others, offering support and assistance in any way possible. We genuinely care for one another, and that ultimately extends to every client and participant we serve.
Our Core Values
Integrity : We thoughtfully serve our clients and one another with trusted, dedicated, and highly responsive care.
Service : We regularly and generously share our time, expertise, and money to positively impact the well-being of our clients, community, and one another.
Empathy : We genuinely value people, honor their unique experiences and capabilities, and create inclusive, collaborative environments.
Innovation : We are engaged and passionately curious, generating creative and flexible solutions for our clients and team.
Quality : We provide consistent service and resources, offering unmatched value and accountability to our clients and the financial industry.
Growth : We intentionally seek opportunities to learn, develop, and flourish, emphasizing individual and team health.
Position Overview
The Client Service Associate (CSA) plays a critical role in delivering a high-touch, consistent, and proactive client experience. This individual partners closely with Wealth Advisors to support client onboarding, ongoing relationship management, account administration, and operational excellence.
This position requires strong attention to detail, ownership mentality, responsiveness, and a passion for serving clients at a high level. The ideal candidate thrives in a collaborative team environment while also taking initiative independently.
Core Responsibilities
Client Onboarding & Account Administration
  • Prepare and process new account paperwork, transfers, money movements, and custodial documentation.
  • Submit and monitor account funding and transfers.
  • Maintain accurate digital client files and documentation.
  • Coordinate onboarding workflows in Redtail CRM.

Ongoing Client Service & Relationship Support
  • Serve as a key point of contact for client service requests.
  • Schedule client appointments on behalf of assigned advisors, including outbound calls to clients as needed.
  • Respond to client emails and phone calls within 24 hours.
  • Process wires, ACH requests, transfers, RMDs, and other account maintenance items.
  • Prepare materials before and after client review meetings.
  • Develop a working knowledge of each advisor and client's preferences, adjusting service delivery accordingly.
  • Identify opportunities to enhance client relationships and retention.

CRM & Operational Excellence
  • Maintain accurate and comprehensive client records in Redtail.
  • Document all client interactions within 24 hours.
  • Initiate and complete follow-up workflows within established timelines.
  • Collaborate with advisors to ensure proactive service and follow-through.
  • Support reporting through Orion or a similar portfolio system.
  • Continuously improve internal processes and client workflows.

Position Expectations
  • 3-5+ years of experience in wealth management, financial services, or an independent RIA environment
  • Undergraduate degree preferred
  • Experience with custodians and account processing
  • Familiarity with Redtail CRM and Docusign (or similar systems)
  • Strong proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Understanding of investment account types and basic financial terminology
  • Excellent time management skills and ability to manage multiple priorities in a fast-paced environment
  • Willingness to assist with other advisor/client service-related tasks as needed
  • Compliance with Shepherd Financial's internal policies, including the Work-From-Home Policy and License & Designation Repayment Program
  • Begin each business day no later than 8:30 AM

Compensation and Benefits
  • Salary plus incentive-based salary enhancement for new annualized recurring revenue from either retirement plans or wealth management referrals
  • Discretionary year-end performance bonus
  • Paid time off (Holidays, PTO, Volunteer days), 401(k) match, and medical, term life, and disability insurance
  • Additional benefit options: dental, vision, voluntary life, critical illness and accident, LifeLock
  • Financial support for professional accreditation/license fees and continuing education

Apply