Elite Client Experience Associate - Wealth Management

Aaron Wealth Advisors; Carmel (IN); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Discretionary bonus

401(k) plan

401(k) employer match

Health, vision, and dental insurance

Unlimited PTO

Job summary

Aaron Wealth Advisors seeks an experienced Client Service Associate to deliver a white-glove client experience and manage complex client and operational workflows at our Carmel, IN office.

The role supports Advisors, Investment Team, and Director of Client Service in account administration, cash management, and project work. Includes onboarding, coordination across custodians, and high-touch client servicing in a private wealth setting.

Qualifications

• 2+ years in client service or similar role within an RIA, multi-family office, or single family office.
• Bachelor's degree required.
• Broad knowledge of mutual funds and investment accounts is preferred.
• Proficiency in Microsoft Office; CRM experience a plus.

Responsibilities

• Own end-to-end client experience as a trusted point of contact with proactive, white-glove service.
• Process day-to-day client administrative operations with high accuracy and compliance.
• Lead complex client onboarding and account administration with custodians and managers.
• Support sophisticated investment and family office workflows, including liquidity events.
• Leverage firm systems and reporting to create scalable, clean data workflows.
• Collaborate with advisors and teams to deliver exceptional client value.

Skills

Client service

CRM experience

Communication

Teamwork

Education

Bachelor's degree

Tools

Microsoft Office

Salesforce

Job description

Aaron Wealth Advisors seeks an experienced Client Service Associate to deliver a white-glove client experience and manage complex client and operational workflows at our Carmel, IN office.

The role supports Advisors, Investment Team, and Director of Client Service in account administration, cash management, and project work. Includes onboarding, coordination across custodians, and high-touch client servicing in a private wealth setting.