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Client Services Associate Jobs in Westfield, IN (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 ...

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 ...

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

Client Services Associate information

See Westfield, IN salary details

$9

$21

$39

How much do client services associate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for client services associate in Westfield, IN is $21.49, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $23.99 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 Westfield, IN?

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

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

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

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Westfield, IN as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $44,694 per year, or $21.5 per hour.

Client Services Associate

Windward Recruiting

Indianapolis, IN • On-site

$70K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 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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