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Private Client Associate Jobs in Indiana (NOW HIRING)

With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with ... private primary, secondary, and post-secondary schools and institutions. To learn more, visit ...

Tax Senior - Private Wealth

Indianapolis, IN · On-site

$77.90K - $96.50K/yr

... client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. The Team At Deloitte Tax LLP, our Private Wealth ...

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Private Client Associate information

See Indiana salary details

$27.2K

$48.8K

$89.1K

How much do private client associate jobs pay per year?

As of May 30, 2026, the average yearly pay for private client associate in Indiana is $48,831.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,747.00 and $61,870.00 per year, depending on experience, location, and employer.

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

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

How does a Private Client Associate typically collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a Private Client Associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.
What are popular job titles related to Private Client Associate jobs in Indiana? For Private Client Associate jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Indiana look for? The top searched job categories for Private Client Associate jobs in Indiana are:
What cities in Indiana are hiring for Private Client Associate jobs? Cities in Indiana with the most Private Client Associate job openings:
Client Service Associate 2 (Midwest region)

Client Service Associate 2 (Midwest region)

Public Consulting Group

Indianapolis, IN • Remote

Other

Medical, Dental, Retirement, PTO

Posted 5 days ago


Job description

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.-all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in three Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com .

PCG helps school districts and state agencies across the country support the delivery of health-related services by helping schools access more than $500M in Medicaid reimbursement each year. Client Success Partners (CSP) will be key members of the Fee-for-Service (FFS) Client Success and Regional Team. This role will directly work with PCG Education FFS clients, taking ownership for stakeholder engagement with a strong focus on optimizing program returns. This role must effectively integrate capabilities in client management and project management, collaborating with Operations, Technology, Program Integrity, and other Client Success staff to execute contractual obligations. The CSP will also actively engage with team members, working together to understand state and local environments to effectively deliver and expand PCG services.

Duties & Responsibilities:

Clients

  • Create partnerships where clients are retained, highly satisfied, and can serve as references

  • Own and manage a client portfolio and cultivate relationships with school district partners

  • Communicate with clients on contract and project deliverables, demonstrating clarity and consistency - be transparent about any potential risks and open to new opportunities

  • Understand and continually monitor Federal, state, and local Medicaid School-Based program policies

  • Leverage client communication and management tools, structures, and best practices

  • Seek continuous improvement throughout the client journey: implementation, adoption, optimization, and expansion

  • Uphold strong project and change management practices, both internally and externally

  • Seek and share feedback about the evolving needs of our clients

Team

  • Be an active participant of the Client Success team, contributing to a professional and respectful team dynamic with a culture of mutual accountability

  • Work with your supervisor to specify goals and objectives for your portfolio that align to the overall Client Success vision

  • Take part in special/strategic initiatives and projects, as available and capacity allows

Collaboration & Coordination

  • Take initiative to evaluate current processes, identify any gaps, and make improvements

  • Partner with team regarding FFS business development opportunities and activities

  • Provide feedback to Data Analytics about client data requests and needs

  • Collaborate with Technology to identify system improvements

Required Skills:

  • Communication skills (presentation, facilitation, and written)?

  • Collaboration skills (with peers, staff, and clients) and propensity for relationship building ?

  • Problem solving skills; using sound judgement as to when an issue should be escalated

  • Data analysis skills, especially as it relates to optimization opportunities?

  • Professional maturity and ability to put the best interests of the client and PCG above self-interest?

Qualifications:

  • Must be located in the Midwest region of the US, preferably Michigan

  • BA/BS degree or equivalent experience

  • 2+ years of client management experience preferred, including:

  • Cultivating strong client relationships

  • Establishing/Understanding project goals and contributing to success

  • Responsibility for reimbursement optimization initiatives

  • Understands FFS policy; knowledge of additional SBS programs is preferred

  • Demonstrated success working cross-functionally and with diverse stakeholders (both internally and externally)

  • Track record of producing high quality deliverables for clients

Working Conditions

  • Remote Office Setting

  • Up to 25% travel required

To be successful at PCG, you must:

  • be available during your set working hours

  • have a safe, private, and distraction-free environment in which to complete your work, and

  • be able to give your full attention to the completion of your PCG job duties

The above is intended to describe the general contents and requirements of work being performed by people assigned to this classification. It is not intended to be construed as an exhaustive statement of all duties, responsibilities or skills of personnel so classified.

Compensation:

Compensation for roles at Public Consulting Group varies depending on a wide array of factors including, but not limited to, the specific office location, role, skill set, and level of experience. As required by applicable law, PCG provides a reasonable range of compensation for this role. In addition, PCG provides a range of benefits for this role, including medical and dental care benefits, 401k, PTO, parental leave, bereavement leave.

Range: $60,000 - $80,000

#LI-AH1

#LI-remote

PCG does not sponsor newly hired foreign national workers for work authorization, including H-1B sponsorship.

EEO Statement:

Public Consulting Group is an Equal Opportunity Employer dedicated to celebrating diversity and intentionally creating a culture of inclusion. We believe that we work best when our employees feel empowered and accepted, and that starts by honoring each of our unique life experiences. At PCG, all aspects of employment regarding recruitment, hiring, training, promotion, compensation, benefits, transfers, layoffs, return from layoff, company-sponsored training, education, and social and recreational programs are based on merit, business needs, job requirements, and individual qualifications. We do not discriminate on the basis of race, color, religion or belief, national, social, or ethnic origin, sex, gender identity and/or expression, age, physical, mental, or sensory disability, sexual orientation, marital, civil union, or domestic partnership status, past or present military service, citizenship status, family medical history or genetic information, family or parental status, or any other status protected under federal, state, or local law. PCG will not tolerate discrimination or harassment based on any of these characteristics. PCG believes in health, equality, and prosperity for everyone so we can succeed in changing the ways the public sector, including health, education, technology and human services industries, work.

Public Consulting Group is an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, protected veteran status, or status as a qualified individual with a disability. VEVRAA Federal Contractor.


Public Consulting Group logo

About Public Consulting Group

Sourced by ZipRecruiter

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.--all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in six Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit www.publicconsultinggroup.com.

Industry

Business management consulting

Company size

1,001 - 5,000 Employees

Headquarters location

Boston, MA, US

Year founded

1986

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