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Financial Client Services Associate Jobs in Indiana

Everence

Client Services Representative

Goshen, IN

$14.25 - $19.25/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 ...

Capital Group

Client Services Representative I

Carmel, IN · On-site

$41K - $66K/yr

We believe that belonging leads to better outcomes and a stronger community of associates united by ... You'll relay complex, ever-changing information about mutual funds and financial service ...

SS&C

Client Services Analyst I

Evansville, IN · Hybrid

Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Client Services ...

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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
Client Services Manager

Client Services Manager

BAYADA Home Health Care

Fort Wayne, IN

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

Bayada Home Health Care rating

7.0

Company rating: 7.0 out of 10

Based on 226 frontline employees who took The Breakroom Quiz

405th of 870 rated healthcare providers

Job description

Client Services Manager – Home Care

BAYADA Home Health Care has an immediate opening for a Client Services Manager in our Fort Wayne, Indiana office.

Are you looking for a rewarding career opportunity with a growing healthcare organization? At BAYADA, we believe our clients and their families deserve care delivered with compassion, excellence, and reliability. We are seeking a motivated, service-oriented professional to join our team and play a key role in coordinating care, supporting staff, and ensuring exceptional client experiences.

As a Client Services Manager, you will oversee the coordination of client services, manage scheduling and staffing needs, build strong relationships with clients and referral partners, and contribute to the continued growth and success of the office. This position offers excellent opportunities for professional development and career advancement within a nationally recognized healthcare organization.

Responsibilities:
  • Deliver exceptional customer service and ensure high-quality home care services for clients
  • Manage the coordination of client care and address emergent scheduling needs
  • Maintain and grow your assigned caseload through relationship-building and outstanding service
  • Develop and nurture relationships with clients, referral sources, payors, and community organizations
  • Foster strong communication and collaboration among office and field staff
  • Monitor and manage key operational and financial performance metrics
  • Partner with Clinical Managers to provide support, supervision, and guidance to field employees
  • Assist in maintaining compliance with company policies and quality standards
  • Contribute to office growth initiatives and operational excellence
Qualifications:
  • Bachelor's degree required
  • Previous medical office, healthcare, or home care experience preferred
  • Prior supervisory or leadership experience is a plus
  • Proven track record of taking on increasing responsibility and achieving goals
  • Strong desire for professional growth and career advancement
  • Proficiency with computer systems and electronic medical records (EMR)
  • Excellent communication, organizational, and interpersonal skills
  • Ability to manage multiple priorities in a fast-paced environment
BAYADA Offers:
  • Competitive salary
  • Comprehensive medical, dental, prescription, and vision insurance
  • Generous paid time off
  • Tuition reimbursement opportunities
  • 401(k) with company match
  • Ongoing training and professional development
  • Career advancement opportunities within a growing organization

As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.

BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here.

BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.

What Bayada Home Health Care employees say

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Benefits

Hours and flexibility

Workplace

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About Bayada Home Healthcare

Sourced by ZipRecruiter

BAYADA has a special purpose: to help people of all ages have a safe home life with comfort, independence, and dignity. We believe our clients and their families deserve the highest quality home health care delivered with compassion, excellence, and reliability - our core values, affording them the opportunity to remain at home and receive the medical care required.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Moorestown, NJ, US

Year founded

1975

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