Client Experience Specialist – Financial Advisory

Invst; Indianapolis (IN); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

401(k) with Roth option

Health insurance reimbursement

Job summary

Invst, an independent Registered Investment Advisory (RIA) firm, seeks a Client Services Specialist to provide elite service to two advisors, manage data in software, and support client meetings. The ideal candidate will have a Bachelor's degree or equivalent, 3 years in financial advisory/support, strong communication, and the ability to multitask, learn quickly, and grow with the firm.

This role is not an advisor track and offers competitive pay with a 401(k) and health insurance

Qualifications

• Bachelor's degree or equivalent experience is desired
• 3 years of Financial Advisory/Support experience required
• Strong interpersonal, customer service, and communication skills
• Ability to multitask
• Experience with eMoney, Salesforce, Excel, and EOS are definite pluses
• Ability to learn quickly and grow within the firm
• Desire to learn and grow within the role, completing certifications and licenses. This role is not a path to becoming an advisor
• Competitive salary plus bonus based on team performance
• 401(k) with Roth option and company match
• Health insurance reimbursement
• Too many others to list here

Responsibilities

• Provide elite service and communication to clients
• Support the advisor in client meetings and process implementation
• Data maintenance in software solutions
• Action item follow-ups/ Meeting notes
• Problem Identification and Found Money updates
• Insurance applications
• Salesforce opportunity follow through

Skills

Client service

Communication

Multitasking

Initiative

Adaptability

Education

Bachelor's degree or equivalent experience

Tools

eMoney

Salesforce

Excel

EOS

Job description

Invst, an independent Registered Investment Advisory (RIA) firm, seeks a Client Services Specialist to provide elite service to two advisors, manage data in software, and support client meetings. The ideal candidate will have a Bachelor's degree or equivalent, 3 years in financial advisory/support, strong communication, and the ability to multitask, learn quickly, and grow with the firm.

This role is not an advisor track and offers competitive pay with a 401(k) and health insurance