Senior Client Service Associate — Financial Planning

ARTISTRY WEALTH, LLC; Indianapolis (IN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Up to 70% employer-paid medical, dent,

100% employer-paid disability

401(k) with employer match

Three weeks of paid vacation

Paid holidays & birthday

Job summary

ARTISTRY WEALTH, LLC is seeking a Senior Client Service Associate for a full-time, on-site role based in Indianapolis, IN. You will deliver exceptional client service, support account management, and prepare financial reports while ensuring compliance and accurate records.

Responsibilities include money movement, account openings, and maintaining client relationships. Must have financial services experience, strong MS Office skills, and a detail-oriented mindset.

Qualifications

• Experience in financial services with client-facing responsibilities.
• Strong attention to detail in a fast-paced environment.
• Ability to work independently and as part of a team.

Responsibilities

• Provide exceptional client service and support account management.
• Prepare financial reports and assist with transaction processing.
• Collaborate with team to meet client goals and maintain client records.
• Ensure compliance with industry standards and regulations.

Skills

Financial services experience

Attention to detail

Teamwork

Independent work

Client service

Education

HS diploma or equivalent

College experience preferred

Tools

Microsoft Office

Job description

ARTISTRY WEALTH, LLC is seeking a Senior Client Service Associate for a full-time, on-site role based in Indianapolis, IN. You will deliver exceptional client service, support account management, and prepare financial reports while ensuring compliance and accurate records.

Responsibilities include money movement, account openings, and maintaining client relationships. Must have financial services experience, strong MS Office skills, and a detail-oriented mindset.