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Client Services Associate — Financial Advisory

Job in Fort Wayne, Allen County, Indiana, 46804, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
Position: Client Services Associate — Financial Advisory Support
A financial services firm in Fort Wayne is looking for a Registered Client Service Associate to provide high-level administrative support to financial advisors and clients. Responsibilities include managing client inquiries, onboarding new clients, and maintaining accurate financial documentation. Ideal candidates have a high school diploma, relevant experience, and strong communication and organizational skills. Join the team to grow your career in a client-focused environment.
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Position Requirements
10+ Years work experience
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