Wealth Advisory Client Experience Specialist

Invst Acquires NS Capital; Indianapolis (IN); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation

Professional development

Collaborative culture

Job summary

INVST, an Indianapolis-based, SEC-registered wealth advisory firm, seeks a team-oriented professional to support operations and enhance client experience. You will handle client communications, maintain databases, and help execute processes from start to finish in a fast-paced environment.

Ideal candidates have a bachelor’s degree (or equivalent) and at least 3 years supporting a financial advisory practice, with strong interpersonal and multitasking skills.

Qualifications

• Bachelor's degree or equivalent experience preferred.
• Minimum of 3 years of experience supporting a financial advisory practice.
• Strong interpersonal, customer service, and communication skills.
• Proven ability to multitask and manage competing priorities.
• Experience with eMoney Advisor, Salesforce, Microsoft Excel, and EOS is a plus.

Responsibilities

• Manage client communications.
• Maintain and update databases.
• Execute established processes from start to finish.
• Coordinate schedules and appointments.
• Support lead advisors in delivering an exceptional client experience.
• Be energized by high expectations and take initiative.
• Adapt quickly to changing needs and meet deadlines.

Skills

Client communications

Database management

Multitasking

Team support

Interpersonal skills

Communication skills

Education

Bachelor's degree or equivalent experience

Tools

eMoney Advisor

Salesforce

Microsoft Excel

EOS

Job description

INVST, an Indianapolis-based, SEC-registered wealth advisory firm, seeks a team-oriented professional to support operations and enhance client experience. You will handle client communications, maintain databases, and help execute processes from start to finish in a fast-paced environment.

Ideal candidates have a bachelor’s degree (or equivalent) and at least 3 years supporting a financial advisory practice, with strong interpersonal and multitasking skills.