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Client Service Analyst Jobs in Indiana (NOW HIRING)

Unison Risk Advisors

Client Executive, P&C

South Bend, IN · On-site

$75K - $102K/yr

... service in partnership with Sales Executives, Client Managers, and Account Managers. This role combines strategic advisory and hands-on execution, analyzing risk, coverage, and program structure ...

Unison Risk Advisors

Client Executive, P&C

Indianapolis, IN · On-site

$72K - $98K/yr

... service in partnership with Sales Executives, Client Managers, and Account Managers. This role combines strategic advisory and hands-on execution, analyzing risk, coverage, and program structure ...

Unison Risk Advisors

Client Executive, P&C

South Bend, IN · On-site +1

$75K - $102K/yr

... service in partnership with Sales Executives, Client Managers, and Account Managers. This role combines strategic advisory and hands-on execution, analyzing risk, coverage, and program structure ...

Unison Risk Advisors

Client Executive, P&C

Indianapolis, IN · On-site +1

$72K - $98K/yr

... service in partnership with Sales Executives, Client Managers, and Account Managers. This role combines strategic advisory and hands-on execution, analyzing risk, coverage, and program structure ...

Baird

Client Assistant

Indianapolis, IN · On-site

$16.50 - $22.75/hr

As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred; not required ...

Robert W Baird & Co

Client Assistant

Indianapolis, IN · On-site

$16.50 - $22.75/hr

As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred; not required ...

Robert W Baird & Co

Client Assistant

Indianapolis, IN · On-site

As aClient Assistantat Baird,you'llplay a pivotal role in delivering outstanding client service and ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred; notrequired #LI ...

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Client Service Analyst information

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$14

$28

$45

How much do client service analyst jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for client service analyst in Indiana is $28.25, according to ZipRecruiter salary data. Most workers in this role earn between $19.90 and $33.85 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Service Analyst, and why are they important?

To thrive as a Client Service Analyst, you need strong analytical abilities, attention to detail, and a bachelor's degree in business, finance, or a related field. Familiarity with CRM systems, data analysis tools like Excel or Tableau, and sometimes industry-specific certifications are typically required. Excellent communication, problem-solving skills, and a client-focused mindset help you stand out in this role. These skills ensure that client needs are met efficiently, contributing to client satisfaction and long-term business success.

What are some common challenges faced by Client Service Analysts, and how can they effectively overcome them?

Client Service Analysts often encounter challenges such as managing multiple client requests simultaneously and resolving complex inquiries within tight deadlines. To effectively overcome these obstacles, strong organizational skills and clear communication are essential. Building positive relationships with clients and collaborating closely with internal teams, such as sales or technical support, can also help ensure issues are addressed efficiently. Proactive problem-solving and attention to detail further contribute to client satisfaction and personal success in the role.

What does a Client Service Analyst do?

A Client Service Analyst is responsible for supporting clients by analyzing their needs, resolving issues, and ensuring they receive high-quality service from the company. They often act as a liaison between clients and internal teams, tracking client inquiries, generating reports, and providing solutions to improve customer satisfaction. Their role requires strong communication, problem-solving skills, and a good understanding of the company's products or services. Ultimately, they help maintain positive relationships and contribute to client retention.
What are popular job titles related to Client Service Analyst jobs in Indiana? For Client Service Analyst jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Client Service Analyst jobs in Indiana look for? The top searched job categories for Client Service Analyst jobs in Indiana are:
Client Service Analyst jobs near you
Registered Client Relationship Analyst

Registered Client Relationship Analyst

Morgan Stanley

Indianapolis, IN

Full-time

Posted 22 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 154 frontline employees who took The Breakroom Quiz

40th of 148 rated financial services

Job description

Job Description

POSITION SUMMARY

Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships

  • Executing money movement transactions at the request of the client and/or FA/PWA/team

  • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)

  • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team

  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)

  • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team

  • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)

  • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team

  • Assists Financial Advisor(s) / team in delivering against their business plan and client service model

  • Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance)

  • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems

  • Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams

  • Remaining current on all policies, procedures and new platforms

  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:

  • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas/PWAs/teams as needed)

  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)

  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process

  • Assisting with general in-office support functions such as copying, filing and scanning documentation

  • Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • High School Diploma/Equivalency

  • College degree preferred

  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

  • Two or more years of industry experience preferred

Knowledge/Skills

  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

  • Detail orientated with superior organizational skills and ability to prioritize

  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)

  • Exceptional writing, interpersonal and client service skills

  • Strong time management skills

  • Team player with the ability to collaborate with others

  • Ability to work in a fast-paced, evolving environment

  • Adaptable and ability to multi-task

  • Goal oriented, self-motivated and results driven

Reports to:

  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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