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Client Services Specialist – Accounts & Trading

Job in Indianapolis, Hamilton County, Indiana, 46262, USA
Listing for: Retirement Resource Center, LLC.
Full Time position
Listed on 2026-07-19
Job specializations:
  • Finance & Banking
    Banking Operations, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 42000 - 54000 USD Yearly USD 42000.00 54000.00 YEAR
Job Description & How to Apply Below
Location: Indianapolis

Retirement Resource Center, LLC. is seeking a detail‑oriented financial services professional to handle account openings, money movement (Journal/ACH/Wire), and ongoing account maintenance in a fast-paced environment.

The role requires independent work and teamwork, strong attention to detail, and the ability to resolve custodial issues while supporting trading and rebalancing activities. This position emphasizes accuracy, collaborative communication, and adherence to regulatory procedures.

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