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Wealth Management Client Services Coordinator
Job in
Fort Wayne, Allen County, Indiana, 46804, USA
Listed on 2026-06-18
Listing for:
Phillips Financial Management, LLC
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
Phillips Financial Management, LLC in Fort Wayne, Indiana, is seeking a full-time Client Service Administrator to join our Individual Wealth Management division. The CSA plays a vital role in onboarding new clients and servicing existing client requests, ensuring excellent client service.
The ideal candidate must possess strong communication skills, attention to detail, and a team-oriented mindset. A generous benefits package including health and life insurance, and 15 days of PTO are provided.
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