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Financial Service Associate Jobs in Indiana (NOW HIRING)

Wawa

Customer Service Associate

Indianapolis, IN

$15 - $18.75/hr

Customer Service Associate (CSA) As a Customer Service Associate (CSA) you are the friendly face ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Wawa

Customer Service Associate

Brownsburg, IN

$15 - $18.75/hr

Customer Service Associate As a Customer Service Associate (CSA), you are the friendly face that ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Wawa

Customer Service Associate

Clarksville, IN

$15 - $18.75/hr

Customer Service Associate As a Customer Service Associate (CSA), you are the friendly face that ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Wawa

Customer Service Associate

Richmond, IN

$15 - $18.75/hr

Customer Service Associate As a Customer Service Associate (CSA), you are the friendly face that ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Wawa

Customer Service Associate

Greenfield, IN

$15 - $18.75/hr

Customer Service Associate As a Customer Service Associate (CSA), you are the friendly face that ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Wawa

Customer Service Associate

Sellersburg, IN · On-site

$15 - $18.75/hr

Customer Service Associate As a Customer Service Associate (CSA) you are the friendly face that ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Wawa

Customer Service Associate

Plainfield, IN

$15 - $18.75/hr

Customer Service Associate As a Customer Service Associate (CSA), you are the friendly face that ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Wawa

Customer Service Associate

Daleville, IN

$15 - $18.75/hr

Customer Service Associate As a Customer Service Associate (CSA), you are the friendly face that ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Wawa

Customer Service Associate

Lawrenceburg, IN

$15 - $18.75/hr

Customer Service Associate As a Customer Service Associate (CSA), you are the friendly face that ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Wawa

Customer Service Associate

Anderson, IN

$15 - $18.75/hr

Customer Service Associate As a Customer Service Associate (CSA), you are the friendly face that ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Raymondjames

Client Service Associate

Carmel, IN

$14.50 - $20/hr

... Service Associate who is a motivated, detail oriented and creative problem solver to join our ... With a high level of organization and accuracy, processes client financial transactions and ...

Wawa

Customer Service Associate

Lafayette, IN

$15 - $18.75/hr

Customer Service Associate (CSA) As a Customer Service Associate (CSA) you are the friendly face ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Wawa

Customer Service Associate

Clarksville, IN

$15 - $18.75/hr

Customer Service Associate As a Customer Service Associate (CSA), you are the friendly face that ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Wawa

Customer Service Associate

Westfield, IN

$15 - $18.75/hr

Customer Service Associate As a Customer Service Associate (CSA), you are the friendly face that ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Wawa

Customer Service Associate

Noblesville, IN

$15 - $18.75/hr

Customer Service Associate (CSA) As a Customer Service Associate (CSA) you are the friendly face ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

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All JobsFinancial Service Associate JobsFinancial Service Associate Jobs in Indiana

Financial Service Associate information

See Indiana salary details

$13

$30

$64

How much do financial service associate jobs pay per hour?

As of Jun 12, 2026, the average hourly pay for financial 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.

What is the difference between Financial Service Associate vs Financial Advisor?

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What do you do as a finance associate?

A financial service associate assists clients with banking, investment, and financial planning needs by providing advice, processing transactions, and managing accounts. They often use financial software and must have strong communication skills to explain financial products and services effectively.

What does a financial service associate do?

A financial service associate assists clients with banking, investment, and financial products by providing information, processing transactions, and offering advice. They often work in banks or financial institutions, requiring strong customer service skills and knowledge of financial regulations. The role may involve using financial software and adhering to compliance standards.

What jobs pay 2000 a day?

In the financial services industry, roles such as high-level financial advisors, investment bankers, and hedge fund managers can earn $2,000 or more per day through commissions, bonuses, and fees. These positions typically require advanced certifications, extensive experience, and a strong client network. Earnings vary based on performance, client base, and market conditions.

What job makes $10,000 a month without a degree?

A Financial Service Associate typically does not earn $10,000 a month without significant experience, certifications, or a high-volume client base. High earnings in finance roles often depend on commissions, bonuses, or performance-based incentives, which may require specialized skills or licenses rather than formal degrees.
What are the most commonly searched types of Financial Service jobs in Indiana? The most popular types of Financial Service jobs in Indiana are:
Financial Service Associate jobs near you
Infographic showing various Financial Service Associate job openings in Indiana as of June 2026, with employment types broken down into 74% Full Time, 23% Part Time, and 3% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $63,261 per year, or $30.4 per hour.

Registered Client Service Associate

Raymond James Financial, Inc.

Valparaiso, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

Job Description Summary
Job Description
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
Responsibilities:
  • Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
  • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
  • Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
  • Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
  • Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
  • Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
  • Reviews, assesses and responds to all corporate action items and client account alerts.
  • Prepares financial reports, spreadsheets and other materials for client meetings.
  • Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
  • Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
  • Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
  • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
  • Performs other duties and responsibilities as assigned.

Skills:
  • Company's working structure, policies, mission, and strategies.
  • Managed account platforms.
  • General office practices, procedures, and methods.
  • Investment concepts, practices and procedures used in the securities industry.
  • Financial markets, products and industry regulations.
  • Trading terminology.
  • Client Relationship Management (CRM) software, or similar contact management software.
  • Goal planning software.
  • Excel, including developing spreadsheets as needed and for ongoing reporting.
  • Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
  • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • Analyze and research account information.
  • Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
  • Identify time sensitive items and assess competing priorities.
  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
  • Handle stressful situations and provide a high level of customer service in a calm and professional manner.
  • Analyze problems and establish solutions in a fast paced environment.
  • Use mathematics sufficient to process account and transaction information.
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
  • Work both independently and as part of a cohesive team.
  • Provide a high level of customer service.

Education/Previous Experience
  • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied.
  • Series 7 required.
  • Series 63, 65 and/or 66 as required by state.

Education
High School (HS) (Required)
Work Experience
General Experience - 7 to 12 months
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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