UHNW Client Experience & Operations Associate

Windward Recruiting; Indianapolis (IN); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

401(k) plan with employer match

Professional development reimbursement

Unlimited paid time off

Job summary

Windward Recruiting is seeking a Client Service Associate in Carmel, Indiana to deliver a white-glove client experience. This full-time position entails managing complex client relationships and supporting UHNW families.

The ideal candidate will have over 2 years of experience in client service, preferably within wealth management, and must hold a bachelor's degree. The role offers a competitive starting salary of at least $70,000 plus bonuses and a comprehensive benefits package.

Qualifications

• 2+ years of experience in client service or a similar role.
• Experience supporting high-net-worth or ultra-high-net-worth clients preferred.
• Demonstrated ability to work collaboratively in a team-oriented environment.

Responsibilities

• Serve as a trusted point of contact for clients.
• Manage day-to-day client service activities with a strong emphasis on accuracy.
• Lead complex client onboarding initiatives and coordinate with third parties.

Skills

Client service

Wealth management operations

Attention to detail

Microsoft Office proficiency

Communication

Education

Bachelor's degree

Tools

Salesforce

Job description

Windward Recruiting is seeking a Client Service Associate in Carmel, Indiana to deliver a white-glove client experience. This full-time position entails managing complex client relationships and supporting UHNW families.

The ideal candidate will have over 2 years of experience in client service, preferably within wealth management, and must hold a bachelor's degree. The role offers a competitive starting salary of at least $70,000 plus bonuses and a comprehensive benefits package.