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 13+ Client Associate jobs
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)Hours Per Week:
37.5Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)Hours Per Week:
37.5See All 13 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
- Marketing & Advertising
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 RBC, UBS, and Hylant, based on current listings on Migrate Mate as of September 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 Fort Wayne 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 40% of client associate openings tied to Indiana are remote or hybrid as of September 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 13 Client Associate Jobs in Indiana
Find roles in Indiana that match your experience and apply in just a few clicks.
Find Client Associate Jobs