Client Services Associate

Thurston Capital; Indianapolis (IN); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Comprehensive benefits package including health and dental

Opportunities for professional development

Job summary

A financial advisory firm is seeking a Client Services Associate to enhance client experiences in Indianapolis. This role involves coordinating client meetings, managing communications, assisting with financial tasks, and collaborating with advisors. The ideal candidate should have a bachelor's degree in Finance or Business and 1-3 years of relevant experience. Strong organizational and communication skills are essential. The company offers a competitive benefits package and opportunities for career growth.

Qualifications

• 1-3 years of experience in financial services or advisory environment preferred.
• Ability to manage multiple priorities in a fast-paced setting.
• Attention to detail is critical.

Responsibilities

• Coordinate and prepare for client review meetings.
• Handle client communications with professionalism.
• Assist with financial planning tasks and maintain client accounts.

Skills

Strong organizational skills

Excellent time management

Exceptional communication skills

Proficiency with financial software

Team-oriented mindset

Education

Bachelor’s degree in Finance or Business

Tools

Microsoft Office

CRM systems

Job description

We are a dynamic, mid-size broker/dealer and financial advisory firm committed to delivering exceptional client experiences in wealth management. Our team thrives in a fast-paced environment where collaboration, innovation, and client success are at the heart of everything we do.

Position Overview

The Client Services Associate plays a critical role in supporting advisors and ensuringanoutstandingclient experience. This position involves direct client interaction, operational support, and proactive engagement tomaintainand strengthen client relationships.

Key Responsibilities

• Coordinate and prepare for client review meetings, including assembling reports and documentation.
• Handle inbound and outbound client communications via phone and email with professionalism and accuracy.
• Assistwith financial planning tasks andmaintainclient accountsin accordance withfirm policies.
• Process account updates, transfers, and service requests promptly and accurately.
• Utilize technology platforms to manage workflows, track tasks, andmaintainclient records.
• Collaborate with advisors and team members to ensure seamless client service delivery.

Qualifications

• Bachelor’s degree in Finance, Business, or related field preferred.
• 1–3 years of experience in financial services, brokerage, or advisory environmentpreferred.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced setting.
• Excellent time management and attention to detail.
• Proficiencywith financial software and CRM systems; strong Microsoft Office skills.
• Exceptional communication and interpersonal skills; a team-oriented mindset.

WhatWe’reLooking For

• Individuals who thrive in a client-focused, high-energy environment.
• Tech-savvy professionals who embrace new tools and processes.
• Team players who value collaboration and accountability.
• Comprehensive benefits package including health, dental, and retirement plans.
• Opportunities for professional development and career growth.