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Financial Client Services Associate Jobs in Indiana

Cerity Partners

Client Service Associate

Indianapolis, IN · On-site

$70K - $75K/yr

Client Service Associate The Client Service Associate role focuses on supporting clients and ... Prepare client forms and financial reports in advance of client meetings. * Attend meetings to take ...

Raymondjames

Client Service Associate

Fort Wayne, IN · On-site

$14.25 - $19.75/hr

... in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This ...

Cerity Partners

Client Service Associate

Indianapolis, IN · On-site

$70K - $75K/yr

The Client Service Associate role focuses on supporting clients and advisors by executing routine ... Prepare client forms and financial reports in advance of client meetings. * Attend meetings to take ...

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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
Associate Client Service Manager - Real Estate Insurance

Associate Client Service Manager - Real Estate Insurance

Hylant

Indianapolis, IN

Full-time

Posted 17 days ago

Hylant rating

9.8

Company rating: 9.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

2nd of 260 rated insurance

Job description

The Opportunity:

Provide support to clients for an assigned book of business, typically up to $500K total revenue. In this role, the incumbent will collaborate with internal resources as needed to ensure client needs are producing a positive experience and client retention for real estate clients.
In This Role You Will Execute On:
  • With guidance, serve as the primary service contact to clients for a low to moderately complex assigned book of business. This includes oversight of all client servicing needs, team engagement, responsiveness, deadlines and escalation needs.
  • Onboard new clients in collaboration with staff to ensure thorough and accurate information needed to meet agency standards.
  • Manage client renewal process ensuring all necessary activities are completed and meet appropriate timing and quality standards.
  • Participate in ongoing relationship development with clients, carrier partners, resources and internal teams and stakeholders to strengthen relationships with the Hylant team and promote long term partnerships.
  • Support more senior staff on larger or more complex accounts to identify, design, communicate and implement cost effective Property and Casualty solutions to cover risk appropriately. This will include, with direction, pre-qualifying, reviewing, identifying, and procuring coverages along with focus on gathering business intelligence and managing or assisting with risk assessment.
  • Serve as a back-up at all support levels as needed.
  • With guidance, manage Client Engagement Strategy (CES) compliance for assigned clients.
  • Maintain and grow insurance knowledge through education opportunities and pursuit of designation(s) as appropriate.
  • Perform other duties and special projects as assigned.

In This Role You Will Need:

  • Bachelor's degree business, insurance, risk management, or similar field of study. Equivalent combination of education and work experience may be considered.
  • Two (2) or more years of insurance client service experience.
  • Active Property & Casualty License
  • Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
  • CIC or CRM Designation encouraged
  • Excellent attention to detail, oral and written communication skills
  • Ability to work well in a team environment.


Why Hylant?

A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in eight states. And since the founding of our family-owned business over 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We're more than an insurance brokerage firm and you're more than a client, employee or neighbor. You're family. And that's just the way we treat you.

Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.

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