Client Service Associate

Retirement Resource Center, LLC.; Indianapolis (IN); On-site; USD 42,000 - 54,000; Full time

Job summary

Retirement Resource Center, LLC. is seeking a detail‑oriented financial services professional to handle account openings, money movement (Journal/ACH/Wire), and ongoing account maintenance in a fast-paced environment.

The role requires independent work and teamwork, strong attention to detail, and the ability to resolve custodial issues while supporting trading and rebalancing activities. This position emphasizes accuracy, collaborative communication, and adherence to regulatory procedures.

Qualifications

• Experience in financial services is preferred.
• Strong attention to detail in a fast-paced environment.
• Ability to work independently and with a team.

Responsibilities

• Account openings
• Money movement (Journal/ACH/Wire)
• Account maintenance
• Resolve custodial issues
• Trading/Rebalancing Accounts
• Other duties as assigned

Skills

Financial services experience

Attention to detail

Independent work

Team collaboration

Education

HS diploma or equivalent

Tools

Microsoft Office

Job description

Responsibilities

• Account Openings
• Money Movement (Journal/ACH/Wire)
• Account Maintenance
• Resolve custodial issues
• Trading/Rebalancing Accounts
• Other duties as assigned

Qualifications

• Financial Services Experience
• Proficient with Microsoft Office, including Outlook, Excel, Word, etc.
• Strong attention to detail while working in a fast-paced environment.
• Ability to work independently and with a team.
• HS diploma or equivalent required; college experience preferred.