Client Services & Operations Specialist

Artisan Wealth Management, LLC; Jeffersonville (IN); On-site; USD 42,000 - 64,000; Full time

Job summary

Artisan Wealth Management, LLC is seeking a Client Service & Operations Associate to support a growing financial advisory practice in the Louisville/Jeffersonville area. The role emphasizes organization, reliability, and a client-centered approach to administrative work and workflow management.

The ideal candidate has experience in financial services or a related detailed, service-oriented environment and is eager to learn.

Qualifications

• Requires experience in banking, insurance, financial services, professional services, hospitality, or a detail-oriented client service environment.
• Strong organization, personal accountability, professionalism, and follow-through are essential.

Responsibilities

• Prepare and process new account paperwork, transfers, beneficiary changes, distributions, contributions, and other client service forms.
• Track paperwork through completion and resolve missing information or processing issues.
• Maintain accurate client records and documentation.
• After client meetings, turn action items into completed tasks and follow up with clients as needed.
• Maintain CRM data, create tasks and workflows, and track deadlines.
• Identify stalled items and bring them to the advisor's attention.

Skills

Organizational skills

Attention to detail

Follow-up

Communication with clients

Ownership

Phone outreach

Learning new technology

Tools

CRM system

Microsoft Excel

Job description

Artisan Wealth Management, LLC is seeking a Client Service & Operations Associate to support a growing financial advisory practice in the Louisville/Jeffersonville area. The role emphasizes organization, reliability, and a client-centered approach to administrative work and workflow management.

The ideal candidate has experience in financial services or a related detailed, service-oriented environment and is eager to learn.