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Client Service Associate Jobs in Avon, IN (NOW HIRING)

Raymondjames

Client Service Associate- Carmel, IN

Carmel, IN · On-site

$14.50 - $20/hr

... 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 ...

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Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for client service associate in Avon, IN is $16.44, according to ZipRecruiter salary data. Most workers in this role earn between $13.37 and $18.46 per hour, depending on experience, location, and employer.

What is a client service associate?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

How does a client service associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

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

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What are the most commonly searched types of Client Service jobs in Avon, IN?

The most popular types of Client Service jobs in Avon, IN are:

What cities near Avon, IN are hiring for Client Service Associate jobs?

Cities near Avon, IN with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Avon, IN as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $34,187 per year, or $16.4 per hour.

Client Service Associate

Indianapolis, IN • On-site

ARTISTRY WEALTH, LLC
See more jobs at ARTISTRY WEALTH, LLCexternal

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Job description

Description:

Senior Client Service Associate

Indianapolis / Carmel IN


What We Offer
  • Competitive salary of $60,000–$80,000, based on experience
  • Up to 70% employer-paid medical, dental, vision and life insurance
  • 100% employer-paid short-term and long-term disability insurance
  • 401(k) with employer match — 100% of the first 3% contributed, plus 50% of the next 2%
  • Three weeks of paid vacation
  • Paid holidays & birthday
  • A professional, collaborative work environment with opportunities to learn and grow within the financial services industry


Company Description

At Artistic Strategies, we prioritize building trust and meaningful relationships with our clients, providing more than financial planning services. Focused on combining asset protection and wealth creation, we leverage knowledge, creativity, and empathy to craft personalized financial strategies. From establishing college savings accounts to addressing more complex financial matters like tax-sensitive investments, retirement planning, and estate planning, we support clients in achieving their life goals. Backed by Cetera Advisors LLC and Cetera Investment Advisers LLC, we are committed to delivering tailored solutions with transparency and care for every individual and family we serve.


Role Description

This is a full-time, on-site role based in Indianapolis, IN for a Senior Registered Client Service Associate. Responsibilities include providing exceptional client service, supporting client inquiries and account management, preparing financial reports, and assisting with transaction processing. The Senior Associate will also collaborate with team members to meet client goals, ensure compliance with industry standards, and maintain detailed client records while contributing to the overall success of the firm.


Primary duties include:

  • Account Openings
  • Money Movement (Journal/ACH/Wire)
  • Account Maintenance
  • Resolve custodial issues
  • Trading/Rebalancing Accounts
  • Other duties as assigned


Requirements:
  • Financial Services Experience
  • Proficient with Microsoft Office, including Outlook, Excel, Word, etc.
  • Strong attention to detail while working in a fast-paced environment.
  • Ability to work independently and with a team.
  • HS diploma or equivalent required; college experience preferred.



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