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Financial Client Services Associate Jobs in Indiana

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

$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 ...

EVERENCE SERVICES,

Client Services Representative

Goshen, IN · On-site

$14.25 - $19.50/hr

Provides technical expertise, clerical support, and administrative support for Financial ... Minimum of an associate's degree in business or related field preferred Experience: At least two ...

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Financial Client Services Associate information

What are Financial Client Services Associates?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a Financial Client Services Associate, and why are they important?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a Financial Client Services Associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
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Financial Client Services Associate jobs near you
Student - Marketing/Client Services Associate

Student - Marketing/Client Services Associate

Purdue University

Merrillville, IN • Hybrid

$12/hr

Other

Posted 28 days ago

Purdue University rating

7.5

Company rating: 7.5 out of 10

Based on 132 frontline employees who took The Breakroom Quiz

263rd of 535 rated colleges and universities

Job description

Req Id: 41560
Job Title: Student - Marketing/Client Services Associate
City: Merrillville
Job Description:
Job Summary
The Marketing/Client Services Associate (Intern) supports both outreach and client relations efforts that help Meals on Wheels build community connections, attract donors and volunteers, and serve clients efficiently and compassionately. This hybrid role combines creativity, communication, and client engagement to strengthen awareness and impact.
Pay: $12/hour
Location: Merrillville, IN
Position Type: Marketing/Client Services / Internship
Schedule: Flexible hours- Monday through Friday (minimum 8 hours/week preferred)
Reports To: Director of Community Engagement & Marketing
About Us
Since 1977, Meals on Wheels of Northwest Indiana has delivered over 10 million meals to neighbors in need- seniors, people with disabilities, veterans, children, cancer patients, pregnant women, and others facing barriers to nutrition and social connection.
Responsibilities

  • Assist in developing and scheduling content for social media platforms (Facebook, Instagram, LinkedIn, etc.)
  • Support email marketing and donor outreach campaigns using provided templates and messaging guidelines
  • Help create flyers, press releases, or visuals promoting campaigns, events, and volunteer opportunities
  • Collect and edit client/volunteer stories to highlight Meals on Wheels' community impact
  • Photograph or video events (if comfortable) to capture the spirit of service
Client Services (Program Support)
  • Assist with client intake calls and updates to ensure accurate information and timely service
  • Provide courteous phone or email support to clients and families regarding meal schedules and program details
  • Help update databases, track outreach efforts, and assemble client materials (welcome packets, feedback forms, etc.)
  • Participate in occasional community events, client appreciation activities, or volunteer fairs
Qualifications
  • Strong communication and interpersonal skills
  • Basic understanding of marketing, communications, or customer service principles
  • Comfortable with email platforms, social media, and basic computer applications (Microsoft Office, Google Workspace)
  • Professional, positive, and reliable demeanor
  • Commitment to the mission of Meals on Wheels and compassion for clients served
(Preferred but not required)
  • Experience with Canva, Mailchimp, or content scheduling tools
Education
  • PNW Work-Study Student

Training & Support
Intern will receive orientation and training from staff in both the Marketing and Client Services departments. Guidance will be provided for all assignments, and collaboration is encouraged to enhance skills and creativity.
FLSA Status
Non-Exempt

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