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Financial Client Service Associate Jobs in Indiana

In this role, you partner cross-functionally with finance, IT, HR, product, and sales to coordinate the delivery, enhancement, and continuous improvement of services. You play a critical role in ...

... financial advisory services firm. Originally founded in 1882 as the family office of John D ... The Client Associate will work with our Private Advisor team members and will interact directly ...

Client Service Representative

Fishers, IN · On-site

$15 - $20.25/hr

Benefits of joining the VCA Team! • Access to the people and financial resources of a large ... If you are a current associate, you need to apply through our internal career site. Please log into ...

Client Service Specialist

Indianapolis, IN

$16.25 - $21.50/hr

Client Service Specialist The best advisory team in the country is seeking an experienced Client ... Minimum of 3 years of experience supporting a financial advisory practice * Strong interpersonal ...

Client Service Specialist Job Locations US-IL-Chicago | US-MI-Ann Arbor | US-IN-Evansville | US-MN ... Experience in financial services, preferably in a support or operations role. * Strong attention to ...

The Branch Client Service Manager III directly contributes to key business outcomes such as client ... Solid financial acumen. Behaviors: Proficient in using technology as a tool to maximize ...

Client Service Representative

Carmel, IN · On-site

$16 - $21.75/hr

Client Service Representative VCA Companion AMC in Carmel, IN We are seeking an experienced Client ... If you are a current associate, you need to apply through our internal career site. Please log into ...

Client Service Representative

Carmel, IN · On-site

$16 - $21.75/hr

Client Service Representative VCA Companion AMC in Carmel, IN We are seeking an experienced Client ... If you are a current associate, you need to apply through our internal career site. Please log into ...

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Financial Client Service Associate information

See Indiana salary details

$13

$30

$64

How much do financial client service associate jobs pay per hour?

As of Jun 18, 2026, the average hourly pay for financial client service associate in Indiana is $30.41, according to ZipRecruiter salary data. Most workers in this role earn between $19.66 and $32.69 per hour, depending on experience, location, and employer.

Is $50,000 enough to work with a financial advisor?

For a Financial Client Service Associate, a $50,000 salary can be sufficient depending on the location, cost of living, and experience level. Entry-level roles or positions in areas with lower living costs may find this salary adequate, but in high-cost regions, it might be considered below average for the profession. Additional certifications or skills can influence salary expectations and job responsibilities.

How much does a finance associate earn?

A financial client service associate typically earns between $40,000 and $65,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced associates or those with specialized skills can earn higher salaries, often supplemented with bonuses or commissions.

What is the role of a financial service associate?

A financial client service associate supports clients by providing account information, processing transactions, and addressing inquiries related to financial products and services. They often assist with account maintenance, ensure compliance with regulations, and use financial software to manage client data. Strong communication skills and knowledge of financial regulations are essential for this role.

What does a client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist with account management, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and financial knowledge are essential for this role.
What cities in Indiana are hiring for Financial Client Service Associate jobs? Cities in Indiana with the most Financial Client Service Associate job openings:
Infographic showing various Financial Client Service Associate job openings in Indiana as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $63,261 per year, or $30.4 per hour.

Client Service Administrator - Maar Financial Group

Thrivent Financial

Dyer, IN

$46K - $58K/yr

Full-time

Medical, Retirement

Posted 8 days ago


Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz


Job description

Summary

This position provides licensed financial and non-financial support to Maar Financial Group and will serve as a resource to Thrivent Financial for Lutherans Financial Advisors. Individuals in this position will be focused on securities and investment advisory products and services as well as fixed and variable life, health, and annuities products and together with the Financial Advisors, will serve the financial and non-financial needs of Thrivent members, customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, cultivate, and retain members, prospecting and marketing, case and proposal preparation, referral generation, and building a sense of "community" with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Job Description

Position Summary

Maar Financial Group is looking for a self-motivated individual who thrives working not only independently but also with a team. The Client Service Administrator's main responsibilities will include providing client service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting preparation and assisting with forms and transactions for financial accounts; supporting projects and the administration of various programs, assisting with drafting financial plans and reports; accepting and/or entering securities trade orders from customers; contacting clients for service related matters; and, participating in occasional marketing events that may occur during non-business hours.

Compensation

Compensation will be market and situation-based, corresponding to the candidate's experience level and credentials. The package will include a competitive salary, annual bonus opportunity after one year's employment, and participation in a 401(k) plan. Option of medical.

Salary Range based on license status: $46,000 - $58,000

Position Roles/Responsibilities/Accountabilities

  • Bachelor's degree, preferably in a business or finance related field
  • Must have or be interested in attaining securities registration with SIE, Series 7 and Series 66 within 120 days of employment as well as insurance licensing
  • Interested in understanding economic trends, regulations, and other factors affecting client investments
  • Excellent writing skills
  • Very detail oriented and organized
  • Excellent problem solving and communication skills
  • Ability to flourish in a fast-paced environment
  • Ability to maintain integrity of sensitive/confidential information
  • Work well in a team-oriented environment
  • Demonstrate an ability to develop and cultivate relationships
  • Accept feedback and constructive criticism well
  • Pass any applicable pre-employment tests
  • Be able to demonstrate customer service orientation/experience obtained in any field
  • Proficient in Microsoft Word, Outlook, and Excel

External/Internal Dependencies

  • Must be able to work with all roles of the Maar Financial Group.
  • Must be able to represent the organization in work with external clients.
  • Must be able to cultivate and maintain relationships with outside organizations.

As part of Maar Financial Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.


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