Client Service Specialist

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

As an independent Registered Investment Advisory (RIA) firm, Invst is here to help you reach your full financial potential—to help you live the life you want to live. Our job is to educate, guide, and counsel you toward that end.

Our core values are Personal Integrity, Always Growing, Batteries Included, Always Got Your Back, Abundance, and WITWOWWOW (Whatever It Takes With Out Whining While Only Winning). If these values describe you, keep reading.

The best advisory team in the country is bringing in an experienced Client Services Specialist to provide comprehensive support to two advisors and to own the following accountabilities:

• 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

This team is driven to be our best for our clients and each other, and we hold ourselves to high expectations without being toxic workaholics. We educate, guide, and counsel our clients to live worry-free and achieve their full financial potential. The ideal candidate will be energized to exhibit high standards, and excellent communication skills, can take initiative, prioritize daily tasks, and be highly adaptable. A strong ability to take charge and meet deadlines will ensure your success in this multi-faceted RIA.

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

Forget what you know or think you know about financial services firms. We are different. Our culture is unique. If you are driven, energetic, and want to make a difference with your career (with your life), then this may be the place for you.

That’s it. If you get it, you want it, and you have the capacity for it, then come be part of it.