Elite Client Experience Associate - Wealth Management
Job in
Carmel, Hamilton County, Indiana, 46033, USA
Listed on 2026-08-22
Listing for:
Aaron Wealth Advisors
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Aaron Wealth Advisors seeks an experienced Client Service Associate to deliver a white-glove client experience and manage complex client and operational workflows at our Carmel, IN office.
The role supports Advisors, Investment Team, and Director of Client Service in account administration, cash management, and project work. Includes onboarding, coordination across custodians, and high-touch client servicing in a private wealth setting.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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