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Client Services Associate Jobs in Indiana (NOW HIRING)

Stifel

Client Service Associate - NR

Indianapolis, IN · On-site

$13.75 - $19/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate - NR

Evansville, IN · On-site

$13.75 - $19/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Stifel

Client Service Associate - NR

Evansville, IN · On-site

$13.75 - $19/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of ...

Credent Wealth Management

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

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.

CX Institutional LLC

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

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 ...

Stivers

Client Services Specialist

Indianapolis, IN · On-site

$21 - $24/hr

Client Service Opportunity in Indianapolis - Urgently hiring in Indianapolis! Job Title: Client ... What You'll Bring The ideal candidate for this role will have: • Associate's or Bachelor's degree ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for client services associate in Indiana is $21.32, according to ZipRecruiter salary data. Most workers in this role earn between $16.25 and $23.80 per hour, depending on experience, location, and employer.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

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

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Indiana?

The most popular types of Client Services jobs in Indiana are:

What are popular job titles related to Client Services Associate jobs in Indiana?

For Client Services Associate jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Indiana look for?

The top searched job categories for Client Services Associate jobs in Indiana are:

What cities in Indiana are hiring for Client Services Associate jobs?

Cities in Indiana with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $44,341 per year, or $21.3 per hour.

Associate Client Service Manager - Commercial Insurance

Hylant

Fort Wayne, IN • On-site

Full-time

Re-posted 4 days ago

Hylant rating

9.8

Company rating: 9.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

1st of 311 rated insurance

Job description

The Opportunity:
The Associate Client Service Manager will support to clients for an assigned book of business, typically up to $500K total revenue. In this role, this individual will collaborate with internal resources as needed to ensure client needs are producing a positive experience and client retention.
In This Role You Will Execute On:
  • With guidance, serve as the primary service contact to clients for a low to moderately complex assigned book of business. This includes oversight of all client servicing needs, team engagement, responsiveness, deadlines and escalation needs.
  • Onboard new clients in collaboration with staff to ensure thorough and accurate information needed to meet agency standards.
  • Manage client renewal process ensuring all necessary activities are completed and meet appropriate timing and quality standards.
  • Participate in ongoing relationship development with clients, carrier partners, resources and internal teams and stakeholders to strengthen relationships with the Hylant team and promote long term partnerships.
  • Support more senior staff on larger or more complex accounts to identify, design, communicate and implement cost effective Property and Casualty solutions to cover risk appropriately. This will include, with direction, pre-qualifying, reviewing, identifying, and procuring coverages along with focus on gathering business intelligence and managing or assisting with risk assessment.
  • Serve as a back-up at all support levels as needed.
  • With guidance, manage Client Engagement Strategy (CES) compliance for assigned clients.
  • Maintain and grow insurance knowledge through education opportunities and pursuit of designation(s) as appropriate.
  • Perform other duties and special projects as assigned.

In This Role You Will Need:
  • Bachelor's degree business, insurance, risk management, or similar field of study. Equivalent combination of education and work experience may be considered.
  • Two (2) or more years of insurance client service experience.
  • Active Property & Casualty License
  • Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
  • CIC or CRM Designation encouraged
  • Excellent attention to detail, oral and written communication skills
  • Ability to work well in a team environment.

Why Hylant?
Since 1935, Hylant has been a family-owned insurance brokerage built on relationships, trust, and a people-first mindset. We believe great work is rooted in understanding people - our clients, our communities, and each other - and delivering thoughtful solutions that rise above the expected.
Anything But Typical. Everything for You. isn't just a message; it's how we show up. It reflects a culture where people come first, careers are supported with purpose, and going above and beyond is the standard, not the exception. At Hylant, you're more than an employee, you're part of a team that treats one another like family and works together to make a meaningful impact.

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