Client Service Specialist

INVST; Indianapolis, Northern (IN, KY); Hybrid; USD 45,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation

Professional development

Collaborative culture

Job summary

INVST, an Indianapolis-based, SEC-registered wealth advisory firm, seeks a team-oriented professional to support operations and enhance client experience. You will handle client communications, maintain databases, and help execute processes from start to finish in a fast-paced environment.

Ideal candidates have a bachelor’s degree (or equivalent) and at least 3 years supporting a financial advisory practice, with strong interpersonal and multitasking skills.

Qualifications

• Bachelor's degree or equivalent experience preferred.
• Minimum of 3 years of experience supporting a financial advisory practice.
• Strong interpersonal, customer service, and communication skills.
• Proven ability to multitask and manage competing priorities.
• Experience with eMoney Advisor, Salesforce, Microsoft Excel, and EOS is a plus.

Responsibilities

• Manage client communications.
• Maintain and update databases.
• Execute established processes from start to finish.
• Coordinate schedules and appointments.
• Support lead advisors in delivering an exceptional client experience.
• Be energized by high expectations and take initiative.
• Adapt quickly to changing needs and meet deadlines.

Skills

Client communications

Database management

Multitasking

Team support

Interpersonal skills

Communication skills

Education

Bachelor's degree or equivalent experience

Tools

eMoney Advisor

Salesforce

Microsoft Excel

EOS

Job description

Indianapolis, IN Full-time Wealth Advisory Solutions

About INVST

INVST is a forward-thinking independent Registered Investment Advisory (RIA) firm dedicated to making money work for people. We believe in an abundance mindset, personal integrity, and always growing... both for our team and for the clients we serve. Based in Indianapolis, we bring energy, purpose, and a client-first approach to everything we do. Our role is to educate, guide, and counsel every step of the way.

Forget what you think you know about traditional financial services firms. We are different by design.

About the Role

You will be part of a team that is redefining what a financial advisory looks like. This role is vital in ensuring smooth operations and an exceptional client experience. This position requires excellent communication skills, a professional demeanor, the ability to multitask in a fast-paced environment and helping maintain the professional and fun environment that defines INVST.

What You'll Do

Team Support:

• Manage client communications
• Maintain and update databases
• Execute established processes from start to finish
• Coordinate schedules and appointments
• Support lead advisors in delivering an exceptional client experience
• Be energized by high expectations
• Communicate exceptionally well
• Take initiative
• Adapt quickly to changing needs
• Take ownership and consistently meet deadlines

What We're Looking For

Qualifications + Skills:

• Bachelor's degree or equivalent experience preferred
• Minimum of 3 years of experience supporting a financial advisory practice
• Strong interpersonal, customer service, and communication skills
• Proven ability to multitask and manage competing priorities
• Experience with eMoney Advisor, Salesforce, Microsoft Excel, and Entrepreneurial Operating System (EOS) is a plus
• Ability to learn quickly and grow within the firm
• Desire to advance professionally, including pursuing additional certifications and licenses

Why INVST?

• We're an award-winning, SEC-registered RIA based in Indianapolis, named one of USA Today's Best Financial Advisory Firms
• A culture built on core values
• Competitive compensation and benefits
• A collaborative, supportive team environment
• Opportunities for growth and professional development
• The chance to make a real impact on people's financial lives