Client Services Associate – Wealth Advisory Team

SYM Financial Advisors; Winona Lake (IN); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Competitive pay based on experience

Health Insurance

401(k); 6% Match

Paid Time Off / Parental Leave

Volunteer Time Off

Tuition / Certification Assistance

Career framework for growth

Job summary

SYM Financial Advisors in Indiana seeks a Client Service Representative to be at the forefront of the client experience, supporting advisory teams with day-to-day requests and ensuring timely responses.

You will coordinate communications with clients, advisors, and custodians, schedule meetings, prepare materials, and document client information in the CRM while maintaining a professional demeanor and accuracy.

Qualifications

• Associate degree required from an accredited college or university.
• Proven written and verbal communication with a professional demeanor.
• Strong problem-solving skills and ability to synthesize recommendations.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience collaborating with teammates and clients with a positive attitude.

Responsibilities

• Coordinate communication with clients, advisors, and custodians to open new accounts, transfers, and money movements.
• Schedule client meetings using email, Bookings, Teams and Outlook Calendar.
• Organize action items with internal teams and clients following meetings.
• Prepare meeting materials in Word and run reports in portfolio management software.
• Proactively support advisors by anticipating client needs and maximizing their time.
• Document client information, notes, and actions in the CRM with accuracy.
• Support teammates when workload is heavy to meet deadlines.
• Monitor time-sensitive requests such as money movements, trade requests, and custodial alerts.

Skills

MS Office Suite

Typing skills

Written and verbal communication

Problem solving

Team collaboration

Education

Associate degree

Tools

CRM software

Schwab

Fidelity

DocuSign

Job description

SYM Financial Advisors in Indiana seeks a Client Service Representative to be at the forefront of the client experience, supporting advisory teams with day-to-day requests and ensuring timely responses.

You will coordinate communications with clients, advisors, and custodians, schedule meetings, prepare materials, and document client information in the CRM while maintaining a professional demeanor and accuracy.