Client Associate Jobs in Indiana
Client Associate jobs in Indiana are consistently active, with demand concentrated in financial services, wealth management, and banking across Indianapolis, Fort Wayne, and Carmel. Large, established employers such as OneAmerica, Edward Jones, and Salesforce maintain ongoing hiring for client associates at levels from entry-level coordinators to senior relationship support specialists. The most in-demand specialties in Indiana include investment services support, commercial banking client relations, and insurance account management. Find a role that fits below and apply directly.
Find Client Associate JobsOverview
Showing 5 of 19+ Client Associate jobs
- Earned Wage Access
- 401(k) matching
- Competitive salary
- Dental insurance
- Employee discounts
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Strong interpersonal and communication skills
- Experience in a fast-paced retail environment
- Basic computer proficiency and ability to troubleshoot
- Prior customer service or sales experience is preferred, but not required
- Willingness to learn and grow in a customer-focused role
- Full-time and part-time positions are available
- Flexible Schedule Options – Work that works for you!
- Work Lotto (Win money for logged shifts)
- Low-cost benefits (healthcare, dental & vision)
- Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month)
- Free identity theft protection
- Corporate discount program
- Free tax preparation training and PTIN registration reimbursement
- Referral bonus opportunities are available for referring qualified candidates
- Free continuing tax education
- Opportunities for advancement within the organization
- Employee referral program
- Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually)
- 401k with Company Match (eligible to participate after working the first 1,000 hours)
- Earned Wage Access – access a portion of your earned wages before payday when you need it
PTIN Certification: Yes
Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). The Company is an equal employment opportunity employer and does not tolerate discrimination against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age, disability, or any other status protected by applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
CANDIDATE ACKNOWLEDGEMENT:
Tax Preparer Applicants: I understand, as a condition of employment, I must be able to obtain a Preparer Tax Identification Number (PTIN) and the IRS will conduct their own background investigation.
I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge. I understand that a false statement, false answer, misrepresentation or omission may result in a decision not to hire me, the withdrawal of an offer of employment, or the termination of my employment with the Company, regardless of when the false or misleading information or omission is discovered.
I understand that the completion of this application is a preliminary step to employment. It does not obligate the Company to offer employment to me, or for me to accept employment. This application is considered active for a period of time not to exceed (30) days. I understand that a Company representative may contact me during the application process.
By providing my phone number, I consent to receive automated telephone calls and/or text messages from Jackson Hewitt and its agents regarding Jackson Hewitt employment opportunities. Message and data rates may apply. Text STOP to opt-out.
By submitting an application, I certify, agree, and confirm my review and understanding, as set forth in the “Candidate Acknowledgment” set forth on the job posting.
- Earned Wage Access
- 401(k) matching
- Competitive salary
- Dental insurance
- Employee discounts
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Strong interpersonal and communication skills
- Experience in a fast-paced retail environment
- Basic computer proficiency and ability to troubleshoot
- Prior customer service or sales experience is preferred, but not required
- Willingness to learn and grow in a customer-focused role
- Full-time and part-time positions are available
- Flexible Schedule Options – Work that works for you!
- Work Lotto (Win money for logged shifts)
- Low-cost benefits (healthcare, dental & vision)
- Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month)
- Free identity theft protection
- Corporate discount program
- Free tax preparation training and PTIN registration reimbursement
- Referral bonus opportunities are available for referring qualified candidates
- Free continuing tax education
- Opportunities for advancement within the organization
- Employee referral program
- Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually)
- 401k with Company Match (eligible to participate after working the first 1,000 hours)
- Earned Wage Access – access a portion of your earned wages before payday when you need it
PTIN Certification: Yes
Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). The Company is an equal employment opportunity employer and does not tolerate discrimination against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age, disability, or any other status protected by applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
CANDIDATE ACKNOWLEDGEMENT:
Tax Preparer Applicants: I understand, as a condition of employment, I must be able to obtain a Preparer Tax Identification Number (PTIN) and the IRS will conduct their own background investigation.
I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge. I understand that a false statement, false answer, misrepresentation or omission may result in a decision not to hire me, the withdrawal of an offer of employment, or the termination of my employment with the Company, regardless of when the false or misleading information or omission is discovered.
I understand that the completion of this application is a preliminary step to employment. It does not obligate the Company to offer employment to me, or for me to accept employment. This application is considered active for a period of time not to exceed (30) days. I understand that a Company representative may contact me during the application process.
By providing my phone number, I consent to receive automated telephone calls and/or text messages from Jackson Hewitt and its agents regarding Jackson Hewitt employment opportunities. Message and data rates may apply. Text STOP to opt-out.
By submitting an application, I certify, agree, and confirm my review and understanding, as set forth in the “Candidate Acknowledgment” set forth on the job posting.
See All 19 Client Associate Jobs in Indiana
Find roles in Indiana that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Jobs by City in Indiana
Where Indiana roles are concentrated, by current openings.
Client Associate Job Market in Indiana
A snapshot from current Indiana openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
What Indiana Employers Look For
The qualifications that appear most often in client associate jobs across Indiana.
- Bachelor's degree in finance, business, or a related field preferred by Indiana employers
- FINRA Series 7 or Series 66 license required for client associate roles at broker-dealers
- One to three years of client-facing experience in financial services or banking
- Proficiency in CRM platforms such as Salesforce or Redtail used across Indiana firms
- Strong written and verbal communication skills for client correspondence and reporting
- Ability to manage multiple client accounts and deadlines in a fast-paced office environment
Client Associate Jobs in Indiana: Frequently Asked Questions
How do you become a client associate in Indiana?
Most client associate roles in Indiana require a bachelor's degree in business, finance, or a related field. Positions at broker-dealers or registered investment advisers typically require passing FINRA licensing exams such as the Series 7 and Series 66, which you register for through your sponsoring employer. Indiana does not maintain a separate state licensing board for this role beyond federally regulated FINRA credentials. Some banking-focused positions may only require relevant experience and on-the-job training.
Which companies hire client associates in Indiana?
Employers hiring client associates in Indiana right now include PNC Financial Services, Stifel, and Raymond James, based on current listings on Migrate Mate as of November 2026. Indiana's concentration of insurance headquarters, regional banks, and independent wealth management firms creates steady, recurring demand for client associate talent across the state.
Which Indiana cities have the most client associate jobs?
Indianapolis, Carmel, and New Albany have the most client associate openings in Indiana. Indianapolis anchors the market as the state's financial and corporate hub, home to major insurance carriers and regional bank headquarters, while Carmel and Fort Wayne generate consistent demand through their growing wealth management and commercial banking sectors.
Are there remote client associate jobs in Indiana?
Yes, though they're less common than in purely digital roles, since client associates frequently handle sensitive account transactions and in-person client interactions. About 30% of client associate openings tied to Indiana are remote or hybrid as of November 2026, reflecting a shift toward flexible arrangements post-pandemic. The tasks most likely to be performed remotely include client communication, account maintenance, and report preparation rather than in-branch advisory support.
How can I get hired as a client associate in Indiana with little or no experience?
The most realistic entry path is applying for a client services coordinator or operations associate role at a regional Indiana bank or insurance company, where employers such as First Internet Bank, Horizon Bank, or OneAmerica regularly bring on candidates without prior industry experience. Completing the Securities Industry Essentials exam before applying signals initiative and gives you a competitive edge. Lateral moves from customer service, retail banking, or administrative support roles at Indiana financial institutions are common stepping stones into a full client associate position.
Where can I find and apply to client associate jobs in Indiana?
You can find and apply to client associate jobs in Indiana on Migrate Mate, which lists current Indiana openings updated regularly. Search the listings to find roles that match your experience level, location preference, and specialty area, then apply directly to the employers posting them.
See All 19 Client Associate Jobs in Indiana
Find roles in Indiana that match your experience and apply in just a few clicks.
Find Client Associate Jobs