Senior Client Services Associate - Financial Planning

Artistic Strategies; Indianapolis (IN); On-site; USD 60,000 - 80,000; Full time

Job summary

Artistic Strategies is seeking a Senior Registered Client Service Associate for a full-time, on-site role based in Indianapolis, IN. The position focuses on delivering exceptional client service, supporting inquiries and account management, and preparing financial reports.

The role requires expertise in finance-related operations, strong communication, and the ability to maintain accurate client records while collaborating with a team to meet client goals.

Qualifications

• Proficiency in client services and customer service.
• Strong written and verbal communication skills.
• Knowledge and experience in finance-related operations.
• Ability to develop and maintain client relationships with professionalism and empathy.
• Strong attention to detail and organizational skills.
• Ability to work effectively in an on-site team environment.
• FINRA Series 7 certification; Series 63 or equivalent license preferred.
• Five years equivalent experience preferred.

Responsibilities

• Provide exceptional client service and support client inquiries and account management.
• Prepare financial reports and assist with transaction processing.
• Collaborate with team members to meet client goals, ensure compliance, and maintain detailed client records.

Skills

Client Services

Communication skills

Finance-related operations

Client relationships

Attention to detail

On-site teamwork

FINRA Series 7

Five years experience

Job description

Artistic Strategies is seeking a Senior Registered Client Service Associate for a full-time, on-site role based in Indianapolis, IN. The position focuses on delivering exceptional client service, supporting inquiries and account management, and preparing financial reports.

The role requires expertise in finance-related operations, strong communication, and the ability to maintain accurate client records while collaborating with a team to meet client goals.