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Wealth Management Client Service Associate
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-02-15
Listing for:
Mack Financial Group
Full Time
position Listed on 2026-02-15
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A wealth management firm in Indianapolis seeks a detail-oriented Client Service Associate to support investment advisers and enhance client experiences. Responsibilities include preparing meeting materials, managing billing processes, and maintaining client records. The ideal candidate has 2–5 years of experience in investment operations or client service, preferably at a custodian or RIA. We offer a family-friendly culture, competitive salary, and benefits, ensuring a work-life balance that's valued by our team.
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Position Requirements
10+ Years
work experience
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