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Wealth Management

Senior Client Service Associate - Wealth Management

Job in Carmel, Hamilton County, Indiana, 46033, USA
Listing for: Aaron Wealth Advisors LLC
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A leading independent financial advisory firm located in Carmel, IN is seeking a Client Service Senior Associate to provide high-level client support and manage complex workflows. The ideal candidate should have at least 3 years of experience in a client service role, preferably within a Wealth Management or RIA context. Responsibilities include client onboarding, maintaining relationships, and supporting investment operations.

This role offers a competitive salary, bonuses, and comprehensive benefits, promoting professional growth and work-life balance.
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Position Requirements
10+ Years work experience
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