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Client Services Associate Jobs in Indianapolis, IN

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for client services associate in Indianapolis, IN is $21.41, according to ZipRecruiter salary data. Most workers in this role earn between $16.30 and $23.89 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 Indianapolis, IN?

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

What are popular job titles related to Client Services Associate jobs in Indianapolis, IN?

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

What job categories do people searching Client Services Associate jobs in Indianapolis, IN look for?

The top searched job categories for Client Services Associate jobs in Indianapolis, IN are:

What cities near Indianapolis, IN are hiring for Client Services Associate jobs?

Cities near Indianapolis, IN with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Indianapolis, IN as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $44,541 per year, or $21.4 per hour.

Client Services Associate

Larson Wealth Partners, LLC

Indianapolis, IN • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

New

Job description

Description:

Larson Wealth Partners is a diversified financial services firm that provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance to the local affluent marketplace. At Larson Wealth Partners, we believe in the power of individual choice. A place where your voice carries the most weight in helping you achieve your vision of a well-invested future.


We are seeking a talented and resourceful Client Services Associate. The ideal candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. The Client Services Associate position offers competitive pay, a generous bonus program and comprehensive benefits package.


Responsibilities:


All office administration duties, including, answering phones, emails, setting up client meeting, converting paper document to paperless, postage meter maintenance, annual shredding, etc.

  • Onboarding new clients, assist with client requests, preparing new account forms, client review reporting, etc.
  • Maintain scheduling, within parameters set for multi-advisors.
  • Prepare and run reporting as needed.
  • Process required reporting, distributed to designated parties.
  • Oversee daily office operations and ensure smooth workflow.
  • Manage and coordinate office administrative procedures and systems.
  • Maintain office efficiency by implementing and optimizing office processes.
  • Handle scheduling, planning, and organizing meetings, appointments, and events.
  • Manage office budgets, expense reports, and financial records.
  • Oversee procurement and inventory of office supplies and equipment.
  • Liaise with building management and external vendors for facility maintenance and service contracts.
  • Handle incoming and outgoing correspondence, including mail and phone calls.
  • Manage the office's document management system and ensure confidentiality.
  • Provide administrative support to senior management as needed.
  • Coordinate travel arrangements and accommodations for staff. 
Requirements:
  • Minimum 2-3 years of relevant work experience
  • Bachelor’s degree preferred
  • Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook, and PowerPoint
  • Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner

Benefits package:

  • Profit Sharing Bonus Program
  • 401(k) with Employer Match (up to 4%)
  • Comprehensive Medical, Dental, and Vision Insurance
  • Company-paid Long-term Disability, Life Insurance, and EAP
  • Voluntary Short-term Disability and Supplemental Insurance
  • Generous PTO (112 hours after 90 days) + 12 Paid Holidays
  • Training, Development, and Educational Opportunities
  • Company Events, Recognition Awards, and Team Activities

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