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Client Service Analyst Jobs in Indiana (NOW HIRING)

The Client Market Analyst will enhance the client experience by providing support to the internal ... Provide Service Team with a strategy, including time expectations, as it pertains to analysis and ...

The Client Market Analyst will enhance the client experience by providing support to the internal ... Provide Service Team with a strategy, including time expectations, as it pertains to analysis and ...

The Client Market Analyst will enhance the client experience by providing support to the internal ... Provide Service Team with a strategy, including time expectations, as it pertains to analysis and ...

Client Assistant

Indianapolis, IN · On-site

$16.50 - $22.75/hr

Initiates and completes all transactions required to fully service client accounts i.e., paperwork ... Good analytical and critical problem-solving skills. * Bachelor's degree preferred; not required

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 ...

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 ...

Client Assistant

Indianapolis, IN

$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 ...

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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Showing results 1-20

Client Service Analyst information

See Indiana salary details

$14

$28

$45

How much do client service analyst jobs pay per hour?

As of Jun 22, 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:
Infographic showing various Client Service Analyst job openings in Indiana as of June 2026, with employment types broken down into 88% Full Time, 5% Temporary, and 7% Contract. Highlights an 82% In-person, and 18% Remote job distribution, with an average salary of $58,764 per year, or $28.3 per hour.
Client Service Associate- Mishawaka, IN

Client Service Associate- Mishawaka, IN

Raymond James Financial Services

Mishawaka, IN

$13.25 - $18.25/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago


Job description

Job Description Summary
Job Description
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Essential Duties and Responsibilities
  • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
  • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
  • With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
  • Opens new client accounts and researches client and security information using internal databases and other technologies.
  • For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
  • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
  • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
  • Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
  • Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
  • May enter orders at the direction of the Financial Advisor.
  • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
  • Performs other duties and responsibilities as assigned.
Knowledge of
  • Company's working structure, policies, mission, and strategies.
  • General office practices, procedures, and methods.
  • Investment concepts, practices and procedures used in the securities industry.
  • Financial markets, products and industry regulations.
Skill in
  • Client Relationship Management (CRM) software, or similar contact management software.
  • Excel, including developing spreadsheets as needed and for ongoing reporting.
  • Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to
  • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • Analyze and research account information.
  • Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
  • Identify time sensitive items and assess competing priorities.
  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
  • Handle stressful situations and provide a high level of customer service in a calm and professional manner.
  • Analyze problems and establish solutions in a fast paced environment.
  • Use mathematics sufficient to process account and transaction information.
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
  • Work both independently and as part of a cohesive team.
  • Provide a high level of customer service.
Education/Previous Experience
  • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Education
High School (HS) (Required)
Work Experience
General Experience - 0 to 3 months, Manager Experience - None
Certifications
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.
#LI-AC1

Raymond James Financial Services logo

About Raymond James Financial Services

Sourced by ZipRecruiter

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Industry

Accounting services

Company size

11 - 50 Employees

Headquarters location

Rockville, MD, US