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Client Services Associate Jobs in Fishers, IN (NOW HIRING)

Stifel

Client Service Associate - NR

Indianapolis, IN

$13.75 - $19/hr

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 administrative support ...

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

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 ...

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 ...

Selerix

Client Services Specialist

Indianapolis, IN · On-site

$16.25 - $21.50/hr

Client Services Specialist The Client Services Specialist is the foundational role in the Shared ... Associate's or bachelor's degree preferred, or equivalent professional experience. Must be eligible ...

ARTISTRY WEALTH, LLC

Client Service Associate

Indianapolis, IN · On-site

$13.75 - $19/hr

The Client Service Associate (CSA) provides critical support to the firm and our daily operations ... Financial Services Experience * Proficient with Microsoft Office, including Outlook, Excel, Word ...

Opensity Solutions

Office Services Associate

Indianapolis, IN · On-site

$15.25 - $19/hr

The Office Services Associate position will be a highly visible point of contact to our internal ... This role will uphold clients' values and will work closely with the Client Service Manager to ...

Opensity Solutions

Office Services Associate

Indianapolis, IN · On-site

$15.25 - $19/hr

The Office Services Associate position will be a highly visible point of contact to our internal ... This role will uphold clients' values and will work closely with the Client Service Manager to ...

K2services

Office Services Associate

Indianapolis, IN

$15.25 - $19/hr

The Office Services Associate position will be a highly visible point of contact to our internal ... This role will uphold clients' values and will work closely with the Client Service Manager to ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Fishers, IN

Client Services Associate information

See Fishers, IN salary details

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How much do client services associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for client services associate in Fishers, IN is $20.97, according to ZipRecruiter salary data. Most workers in this role earn between $15.96 and $23.41 per hour, depending on experience, location, and employer.

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 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 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.

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 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.
More about Client Services Associate jobs
What are popular job titles related to Client Services Associate jobs in Fishers, IN? For Client Services Associate jobs in Fishers, IN, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Fishers, IN look for? The top searched job categories for Client Services Associate jobs in Fishers, IN are:
What cities near Fishers, IN are hiring for Client Services Associate jobs? Cities near Fishers, IN with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Fishers, IN as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 26% Part Time, 1% Temporary, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $43,616 per year, or $21 per hour.

Client Services Associate

Hello Sunshine Travels

Indianapolis, IN • On-site

Other

Re-posted 22 days ago

Job description

About the job Client Services Associate
Client Services Associate (Remote)
About Hello Sunshine Travels
Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service. We specialize in vacation packages, cruises, all-inclusive resorts, group travel, and customized itineraries.
Our team is committed to delivering outstanding customer experiences while providing a supportive, collaborative, and flexible remote work environment. As we continue to expand, we are seeking motivated individuals who are passionate about customer service, travel, and helping others.
Position Overview
We are currently seeking a Client Services Associate to join our remote team. In this role, you will serve as a primary point of contact for clients, providing support throughout the travel planning process while ensuring a smooth and enjoyable customer experience.
In addition to supporting existing clients, the Client Services Associate will play an active role in developing new client relationships and contributing to the continued growth of the business through professional networking, referrals, social media engagement, and exceptional customer service.
Key Responsibilities

  • Respond to client inquiries via phone, email, and messaging platforms
  • Provide exceptional customer support throughout the booking process
  • Assist clients with travel reservations, itinerary planning, and trip coordination
  • Resolve customer concerns in a professional and timely manner
  • Maintain accurate client records and booking information
  • Process payments and assist with invoice management
  • Collaborate with team members to ensure seamless client experiences
  • Follow up with clients before, during, and after travel as needed
  • Stay informed about travel products, destinations, and supplier offerings
Additional Responsibilities
  • Develop and maintain strong relationships with prospective and existing clients
  • Assist with client outreach and follow-up communications
  • Identify client travel needs and recommend appropriate travel solutions
  • Generate new business through referrals, networking, social media engagement, and relationship-building efforts
  • Maintain ongoing communication with clients to encourage repeat business and referrals
  • Provide personalized travel recommendations and exceptional service to foster long-term client relationships
  • Support business growth initiatives while maintaining high levels of customer satisfaction
Qualifications
  • Strong customer service and client relations skills
  • Excellent verbal and written communication abilities
  • Ability to multitask and manage multiple client requests simultaneously
  • Strong organizational and problem-solving skills
  • Detail-oriented with excellent time management abilities
  • Comfortable working independently in a remote environment
  • Basic financial and payment processing knowledge preferred
  • Experience in travel, hospitality, tourism, customer service, sales, or client relations is a plus
  • Proficiency with computers, email platforms, social media, and online booking systems
What We Offer
  • Fully remote work environment
  • Flexible scheduling opportunities
  • Comprehensive training and ongoing support
  • Professional development and growth opportunities
  • Collaborative and supportive team culture
  • Opportunity to work within the exciting travel industry

If you are passionate about helping others, enjoy building relationships, and are excited about the travel industry, we encourage you to apply.

Apply