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Client Relationship Associate Jobs in Fort Wayne, IN

Credent Wealth Management

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

The Client Service Associate also works closely with the Wealth Manager as the primary support on the client relationship. Client Service Associates are an integral role to clients and business ...

CX Institutional LLC

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Credent's culture creates lasting, meaningful relationships, enabling advisors to do their best ... Client Service Associates support the Wealth Advisor by attending client and prospect events and ...

H&R Block

Tax Associate

Fort Wayne, IN · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Fort Wayne, IN · On-site

$58K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Fort Wayne, IN · On-site

$58K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Columbia City, IN · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Fort Wayne, IN · On-site

$57K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Fort Wayne, IN · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Fort Wayne, IN · On-site

$57K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Huntington, IN · On-site

$55K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Fort Wayne, IN · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Fort Wayne, IN · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Fort Wayne, IN · On-site

$48K - $64K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

New Haven, IN · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Fort Wayne, IN · On-site

$57K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Auburn, IN · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

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All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Fort Wayne, IN

Client Relationship Associate information

See Fort Wayne, IN salary details

$24.7K

$46.5K

$66.1K

How much do client relationship associate jobs pay per year?

As of Sep 11, 2026, the average yearly pay for client relationship associate in Fort Wayne, IN is $46,460.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $49,300.00 per year, depending on experience, location, and employer.

What does a client relationship associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.

What are the key skills and qualifications needed to thrive as a client relationship associate, and why are they important?

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

What are popular job titles related to Client Relationship Associate jobs in Fort Wayne, IN?

For Client Relationship Associate jobs in Fort Wayne, IN, the most frequently searched job titles are:

What job categories do people searching Client Relationship Associate jobs in Fort Wayne, IN look for?

The top searched job categories for Client Relationship Associate jobs in Fort Wayne, IN are:

What cities near Fort Wayne, IN are hiring for Client Relationship Associate jobs?

Cities near Fort Wayne, IN with the most Client Relationship Associate job openings:

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Fort Wayne, IN as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $43,079 per year, or $20.7 per hour.

Client Service Associate

Auburn, IN • On-site

Credent Wealth Management
Finance and Insurance • 51 - 200 employees
Learn more about Credent Wealth Managementexternal

$13.50 - $18.75/hr

Other

Posted 27 days ago

Job description

Client Service Associate

Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service Associate also works closely with the Wealth Manager as the primary support on the client relationship. Client Service Associates are an integral role to clients and business activities as they will interact with clients daily to execute account paperwork, financial reports, and to maintain ongoing communication to deliver a client relationship experience beyond expectations. This role will also perform fund transactions, meet with clients for goal reviews each year, assist clients with accessibility to online client systems, and provide overall support to the advisory team through document preparations, proposals, risk management reviews, and troubleshooting system business processes.

Job Responsibilities:

  • Onboard, maintain, and offboard clients, accounts, and client relationships through system account updates and fielding questions from clients about their account status.
  • Process new client accounts, combine accounts, transfer accounts, client banking information, or close accounts by following system business processes.
  • Create, transfer, and update client households in CRM, custodial and finance systems, including beneficiaries, address and contact changes, new and transitioning account information, and financial life events.
  • Identify, communicate, assist, and resolve questions and concerns from clients with online systems access, functionality, and provide demo use when necessary.
  • Understand, demonstrate, and continually improve a thorough and well-rounded knowledge of account types, regulatory compliances, basic trade instructions, account settlements timeframes, RMDs, account roll-overs, security holdings, and investments.
  • Assist the Client Care Coordinator (CCC) role when necessary, providing scheduling support, answering and routing phone calls to team members.
  • Prepare, hosts, and attends assorted web conference calls and other office meetings about new business processes, systems use, onboarding/offboarding updates, etc
  • Remain knowledgeable in the policies and regulations of the regulatory bodies to ensure compliance with all work activities.
  • Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations
  • Comply with company-wide policies and SEC regulations

Knowledge, Skills and Abilities:

  • Progressive analytical knowledge, client service, and interpersonal skills
  • Excellent verbal, written, and presentation communication skills
  • General understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.)
  • Adaptable, detail-oriented, and creative problem-solving skills
  • Ability to multitask, learn, and think beyond the current process
  • Proficient in Microsoft Office suite

Education and Experience:

  • High School Diploma, Associate's, Bachelor's Degree in Finance, or Business Administration a plus
  • 1+ year in Finance, Banking, Tax, or Accounting; Customer service experience preferred

Other:

  • Series 65 License achieved within 30-60 days after hire

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