Private Wealth Client Services Associate
Job in
Carmel, Hamilton County, Indiana, 46033, USA
Listed on 2026-06-26
Listing for:
Aaron Wealth Advisors
Full Time
position Listed on 2026-06-26
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Aaron Wealth Advisors, located in Carmel, IN, seeks an experienced Client Service Associate to provide exceptional client experiences and manage complex workflows. The ideal candidate has 2+ years in a client service role within an RIA or family office, along with proficiency in Microsoft Suite and CRM systems.
This full-time in-office position offers a salary range of $75,000-$85,000 plus benefits including health, dental, 401(k) plan, and unlimited PTO.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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