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Client Experience Specialist – Financial Advisory
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-08-06
Listing for:
Invst
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Invst, an independent Registered Investment Advisory (RIA) firm, seeks a Client Services Specialist to provide elite service to two advisors, manage data in software, and support client meetings. The ideal candidate will have a Bachelor's degree or equivalent, 3 years in financial advisory/support, strong communication, and the ability to multitask, learn quickly, and grow with the firm.
This role is not an advisor track and offers competitive pay with a 401(k) and health insurance
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