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Client Services Assistant Jobs in Avon, IN (NOW HIRING)

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Client Services Assistant information

See Avon, IN salary details

$11

$19

$26

How much do client services assistant jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for client services assistant in Avon, IN is $19.20, according to ZipRecruiter salary data. Most workers in this role earn between $15.91 and $21.92 per hour, depending on experience, location, and employer.

What is a client services assistant?

Client Services Assistants are professionals who support a company’s clients by addressing their needs, answering questions, and ensuring a positive experience. They typically handle administrative tasks, schedule appointments, manage correspondence, and may assist with problem resolution. Their role is crucial in maintaining strong client relationships and ensuring that clients are satisfied with the services provided by the organization.

What are some typical challenges a client services assistant might face and how can they overcome them?

Client Services Assistants often juggle multiple client requests and administrative tasks simultaneously, which can make time management a common challenge. Prioritizing urgent client needs while maintaining attention to detail in documentation is essential. Developing strong organizational skills and proactively communicating with clients and team members can help manage workload and prevent misunderstandings. Regular check-ins with supervisors or senior team members can also provide guidance and support for handling complex client issues.

What is the difference between Client Services Assistant vs Customer Service Representative?

AspectClient Services AssistantCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; some roles may prefer post-secondary education
Work EnvironmentOffice settings, client-facing roles, administrative supportCall centers, retail, office settings, customer support centers
Employer & IndustryFinancial services, consulting, professional servicesRetail, telecommunications, hospitality, various industries
Search & Comparison IntentUnderstanding support roles assisting clients directlyHandling customer inquiries and resolving issues

The main difference between a Client Services Assistant and a Customer Service Representative lies in their focus and work environment. Client Services Assistants typically work in professional settings supporting specific clients, often with a focus on account management. Customer Service Representatives usually handle general customer inquiries across various industries, often via phone or online. Both roles require strong communication skills but differ in their scope and industry application.

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

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

What job categories do people searching Client Services Assistant jobs in Avon, IN look for?

The top searched job categories for Client Services Assistant jobs in Avon, IN are:

What cities near Avon, IN are hiring for Client Services Assistant jobs?

Cities near Avon, IN with the most Client Services Assistant job openings:

Client Services Assistant jobs near you
Infographic showing various Client Services Assistant job openings in Avon, IN as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $39,945 per year, or $19.2 per hour.

Client Services Associate

Windward Recruiting

Indianapolis, IN • On-site

$70K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 days ago

Job description

We are seeking an experienced Client Service Associate who wants to deliver a white-glove client experience and serve as a relationship manager for complex client and operational workflows.
This position is ideal for a service-oriented professional who thrives in a fast-paced environment supporting UHNW families and managing intricate client relationships, and offers opportunities to those who want to work alongside experienced advisors, investment professionals, and family office specialists that serve a variety of clients, such as entrepreneurs, executives, multi-generational families and non-profit organizations.
This is a full-time, in-office position based in Carmel, Indiana.
DUTIES & RESPONSIBILITIES

  • Serve as a trusted point of contact for clients, delivering high-touch service experience and cultivating long-term relationships with clients and strategic partners.
  • Manage day-to-day client service activities with a strong emphasis on accuracy, responsiveness, compliance, and attention to detail.
  • Lead complex client onboarding initiatives, coordinating with custodians, trust companies, transfer agents, investment managers, and other third parties to facilitate account openings, transfers, and ongoing administration.
  • Support sophisticated investment and family office workflows, including coordination with alternative investment managers, private equity firms, custodians, and other external providers.
  • Assist clients with liquidity events, distributions, cash management requests, and other specialized wealth management activities.
  • Partner with advisors, the investment team, and leadership to ensure a seamless and highly personalized client experience.
  • Leverage firm technology platforms and reporting systems to maintain data integrity, enhance workflows, and support operational efficiencies.
  • Contribute to process improvement initiatives and help establish scalable best practices across the organization.
  • Collaborate with internal teams to support strategic projects, client initiatives, and the continued growth of the firm.
QUALIFICATIONS
  • Bachelor's degree required.
  • 2+ years of experience in client service, wealth management operations, or a similar role within an RIA, multi-family office, or single-family office environment.
  • Experience supporting high-net-worth or ultra-high-net-worth clients preferred.
  • Broad understanding of investment products, mutual funds, custodial platforms, and brokerage account administration.
  • Experience coordinating account openings, transfers, money movements, and client servicing workflows.
  • Proficiency in Microsoft Office applications required.
  • Familiarity with CRM systems, including Salesforce, preferred.
  • Highly organized with exceptional attention to detail and the ability to manage multiple priorities effectively.
  • Strong communication skills with the ability to build rapport, demonstrate empathy, and maintain discretion when working with clients and colleagues.
  • Self-motivated, proactive, and committed to delivering exceptional client experience.
  • Demonstrated ability to work collaboratively within a team-oriented environment while taking ownership of responsibilities and initiatives.

COMPENSATION & BENEFITS
Compensation is competitive and based on experience. The role offers a base salary plus discretionary bonus, with anticipated base compensation beginning at $70,000+ and may be adjusted based on qualifications and relevant experience.
The firm offers a comprehensive benefits package including health, dental, and vision coverage, a 401(k) plan with employer match, professional development reimbursement, unlimited paid time off, and additional employee benefits.

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