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Client Services Associate Jobs in Indiana (NOW HIRING)

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 ...

NVA

Client Services Representative

Evansville, IN · On-site

$15.25 - $20.75/hr

A Client Services Representative focuses on client service and communication. He or she is the ... National Veterinary Associates is a leading global pet care organization united in the love of ...

Lake City Bank

Wealth Associate

South Bend, IN · On-site

$19.75/hr

Deliver exceptional client service by responding to inquiries, managing communications, and serving ... Associate's degree; or equivalent work experience required. * One year to three years of banking ...

New

Lake City Bank

Wealth Associate

Mishawaka, IN · On-site

$19.75/hr

Deliver exceptional client service by responding to inquiries, managing communications, and serving ... Associate's degree; or equivalent work experience required. * One year to three years of banking ...

New

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How much do client services associate jobs pay per hour?

As of Sep 14, 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, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $44,341 per year, or $21.3 per hour.

Card Services Associate

Indianapolis, IN • On-site

Elements Financial
Finance and Insurance • 51 - 200 employees
Learn more about Elements Financialexternal

Other

Posted 5 days ago

Job description

This is an exciting opportunity to join our high growth payments and card team; but first, here is a little bit about Elements Financial:
WE MAKE MONDAYS MORE ENJOYABLE.
There are many ways to describe the Elements culture: fun, meaningful, supportive, and full of opportunities. See here for more information - https://www.elements.org/careers/our-culture/
Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.
Now let's get into this exciting role!
This is a hybrid role that requires some on-site work (inside our Indianapolis, Indiana office). In addition to the on-site duties, there are additional responsibilities that can be completed outside of the office, resulting in this being a hybrid role.
Elements Financial is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to Empower Members to Achieve Financial Success. The Card Services Associate provides entry-level, task-oriented support for the Cards & Payments team. This position assists the team by completing routine card and payment activities accurately and on time, supporting front-line staff and members, and helping keep the department's day-to-day operations running smoothly.
You will learn how to be the expert to best serve our members:

  • Support front-line staff with basic credit and debit cardholder questions and route more complex issues to a Specialist.
  • Speak with members to answer routine inquiries and provide status updates on card requests.
  • Assist with posting daily transaction exceptions and other routine operational tasks.
  • Provide administrative support to Card Services Specialists in their work with third-party card vendors.
  • Help document procedural changes and keep reference materials current.
You will make a difference as you live out our purpose:
  • Deliver quality member service on every routine interaction.
  • Complete assigned tasks accurately and on time to support the member and employee experience.
  • Offer suggestions and feedback to help improve card services processes.
You will help grow the business:
  • Assist with fraud and risk administrative tasks (CAMS, CUNA claims, documentation and follow-up) under the direction of a Specialist.
  • Monitor and work assigned Salesforce cases and departmental work queues, escalating complex issues to a Specialist.
  • Assist with maintaining and distributing routine Card Services reports.
  • Securely store and manage returned card inventory.
  • Assist Specialists with quality assurance reviews of card applications.
  • Support special projects (implementation and testing) as new card products and services are introduced.
You will continue to grow professionally:
  • Continue to develop knowledge of card services, payments operations, and industry practices.
  • Participate in appropriate learning opportunities to build expertise and grow toward a Specialist role.
Minimum Requirements:
  • High school diploma or equivalent required.
  • One or more years of financial institution, card services, or administrative/customer service experience preferred.
  • Experience with Microsoft Office and Salesforce (or similar case management systems) preferred.
  • Strong organizational, administrative, and follow-up skills with attention to detail.
  • Strong collaboration and communication skills.
  • Ability to leverage skills, knowledge, and experience to invest in our community.
  • Ability to foster an inclusive environment that promotes belonging.
  • A focus on respect and excellent service to both external and internal (team) members.
  • A proven track record of integrity with a demonstrated ability to build trust.

Additional bonus compensation is earned.

Apply