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International Client Service Associate Jobs in Indiana

Credent Wealth Management

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Client Service Associate Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience.

CX Institutional LLC

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service ...

Aon

Associate, Client Service

Indianapolis, IN · On-site

$13.75 - $19/hr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

New

NFP Corp

Associate, Client Service

Indianapolis, IN · On-site

$13.75 - $19/hr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

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International Client Service Associate information

What is the difference between International Client Service Associate vs Client Service Associate?

AspectInternational Client Service AssociateClient Service Associate
Required CredentialsTypically a bachelor's degree; knowledge of international finance and regulationsBachelor's degree often preferred; focus on domestic client regulations
Work EnvironmentGlobal financial institutions, multinational banksLocal banks, regional financial firms
Employer & Industry UsageUsed in international banking, asset managementCommon in retail banking, local investment firms
Comparison Search IntentHigh overlap in client communication, account managementSimilar roles but with a domestic focus

The International Client Service Associate and Client Service Associate roles share core responsibilities like client communication and account management. However, the international role requires knowledge of global regulations and often involves working with clients across multiple countries, whereas the client service associate typically focuses on domestic clients within a specific region or country.

What do you do as an international client service associate?

An international client service associate manages communication and support for clients across different countries, addressing their inquiries, resolving issues, and ensuring satisfaction. They often use customer relationship management (CRM) tools and need strong communication skills to handle diverse cultural and language differences effectively.

What cities in Indiana are hiring for International Client Service Associate jobs?

Cities in Indiana with the most International Client Service Associate job openings:

Infographic showing various International Client Service Associate job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution.

Client Service Associate

Auburn, IN • On-site

Credent Wealth Management
Finance and Insurance • 51 - 200 employees
Learn more about Credent Wealth Managementexternal

$13.50 - $18.75/hr

Other

Posted 29 days ago

Job description

Client Service Associate

Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service Associate also works closely with the Wealth Manager as the primary support on the client relationship. Client Service Associates are an integral role to clients and business activities as they will interact with clients daily to execute account paperwork, financial reports, and to maintain ongoing communication to deliver a client relationship experience beyond expectations. This role will also perform fund transactions, meet with clients for goal reviews each year, assist clients with accessibility to online client systems, and provide overall support to the advisory team through document preparations, proposals, risk management reviews, and troubleshooting system business processes.

Job Responsibilities:

  • Onboard, maintain, and offboard clients, accounts, and client relationships through system account updates and fielding questions from clients about their account status.
  • Process new client accounts, combine accounts, transfer accounts, client banking information, or close accounts by following system business processes.
  • Create, transfer, and update client households in CRM, custodial and finance systems, including beneficiaries, address and contact changes, new and transitioning account information, and financial life events.
  • Identify, communicate, assist, and resolve questions and concerns from clients with online systems access, functionality, and provide demo use when necessary.
  • Understand, demonstrate, and continually improve a thorough and well-rounded knowledge of account types, regulatory compliances, basic trade instructions, account settlements timeframes, RMDs, account roll-overs, security holdings, and investments.
  • Assist the Client Care Coordinator (CCC) role when necessary, providing scheduling support, answering and routing phone calls to team members.
  • Prepare, hosts, and attends assorted web conference calls and other office meetings about new business processes, systems use, onboarding/offboarding updates, etc
  • Remain knowledgeable in the policies and regulations of the regulatory bodies to ensure compliance with all work activities.
  • Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations
  • Comply with company-wide policies and SEC regulations

Knowledge, Skills and Abilities:

  • Progressive analytical knowledge, client service, and interpersonal skills
  • Excellent verbal, written, and presentation communication skills
  • General understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.)
  • Adaptable, detail-oriented, and creative problem-solving skills
  • Ability to multitask, learn, and think beyond the current process
  • Proficient in Microsoft Office suite

Education and Experience:

  • High School Diploma, Associate's, Bachelor's Degree in Finance, or Business Administration a plus
  • 1+ year in Finance, Banking, Tax, or Accounting; Customer service experience preferred

Other:

  • Series 65 License achieved within 30-60 days after hire

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