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Client Operations Associate Jobs in Indianapolis, IN

Raymondjames

Branch Operations Manager

Greenwood, IN · On-site

Directs day to day operational functions, ensuring compliance with firm and regulatory policies and ... client-first, integrity, independence and a conservative, long-term view. We expect our associates ...

Stifel

Client Service Associate - NR

Indianapolis, IN

$13.75 - $19/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Associates may not volunteer quote or other stock information to clients. * Provide reports and ...

Stifel

Client Service Associate - NR

Indianapolis, IN · On-site

$13.75 - $19/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Associates may not volunteer quote or other stock information to clients. * Provide reports and ...

Stifel

Client Service Associate - NR

Indianapolis, IN

$13.75 - $19/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Associates may not volunteer quote or other stock information to clients. * Provide reports and ...

Rockefeller Financial

Client Associate

Carmel, IN · On-site

The Client Associate will work with our Private Advisor team members and will interact directly ... Handle operational aspects of client accounts including reporting on account holdings and ...

Help At Home

Intake Client Associate

Indianapolis, IN · On-site

$21 - $24/hr

We're seeking a Intake Client Associate who is passionate about making a difference and driving ... Ensure efficient communication channels and procedures that streamline operations and enhance ...

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All JobsClient Operations Associate JobsClient Operations Associate Jobs in Indianapolis, IN

Client Operations Associate information

See Indianapolis, IN salary details

$10

$25

$51

How much do client operations associate jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for client operations associate in Indianapolis, IN is $25.09, according to ZipRecruiter salary data. Most workers in this role earn between $17.02 and $28.94 per hour, depending on experience, location, and employer.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What are the key skills and qualifications needed to thrive as a client operations associate?

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

What does a client operations associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

How does a client operations associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.
What are the most commonly searched types of Client Operations jobs in Indianapolis, IN? The most popular types of Client Operations jobs in Indianapolis, IN are:
Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Indianapolis, IN as of August 2026, with employment types broken down into 83% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $52,179 per year, or $25.1 per hour.

Branch Operations Manager

Raymond James Financial, Inc.

Greenwood, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

Job Description Summary
Under branch manager direction manage the overall operational efficiency of the branch office. Directs day to day operational functions, ensuring compliance with firm and regulatory policies and procedures. Uses extensive knowledge and skills obtained through education and experience to identify, research, analyze and resolve complex issues.
Job Description
Responsibilities
  • Performs back-up for all operational functions as required by workloads and absences.
  • Works directly with home office personnel to coordinate branch-home office workflow.
  • Completes self-audit of branch procedures.
  • Assists Branch Manager with confidential matters and compliance visits and replies.
  • Assists Branch Manager with controlling expenses and operating at peak efficiencies.
  • Oversees ordering of supplies, purchase orders and postage usage.
  • Maintains accounting of branch petty cash.
  • May review branch invoices and operating statements.
  • Researches and resolves complex problems relating to client accounts and inquiries.
  • Assists Branch Manager in disseminating information at regular branch meetings.
  • Coordinate rent, facility, office maintenance and cleaning/security issues.
  • Recruits, selects, orients, trains and supervises branch operations associates.
  • In conjunction with the Branch Manager conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch associate files.
  • Reviews daily work of operations associates.
  • Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.
  • Ensures daily staffing levels and cross-training is adequate.
  • Coordinates registrations, continuing education, licensing, etc. of branch personnel.
  • Performs other duties and responsibilities as assigned. May perform some Branch Manager duties

Education/Experience Requirements
  • Bachelor's degree and three years' experience in the financial services industry, preferably including related operational management and supervisory experience

~or~
  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses Required
  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7, 9 & 10
  • Series 63, 65 and/or 66 as required by state
  • Ability to obtain additional securities and advisory state registrations if required by state

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)
Work Experience
General Experience - 3 to 6 years, Manager Experience - 13 months to 3 years
Certifications
s10 - General Securities Sales Supervisor - General Module Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), s9 - General Securities Sales Supervisor - Options Module Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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