Client Service Specialist

Indianapolis, IN Full-time Wealth Advisory Solutions

INVST is a forward-thinking independent Registered Investment Advisory (RIA) firm dedicated to making money work for people. We believe in an abundance mindset, personal integrity, and always growing... both for our team and for the clients we serve. Based in Indianapolis, we bring energy, purpose, and a client-first approach to everything we do. Our role is to educate, guide, and counsel every step of the way.

Forget what you think you know about traditional financial services firms. We are different by design.

You will be part of a team that is redefining what a financial advisory looks like. This role is vital in ensuring smooth operations and an exceptional client experience. This position requires excellent communication skills, a professional demeanor, the ability to multitask in a fast-paced environment and helping maintain the professional and fun environment that defines INVST.

• Manage client communications
• Maintain and update databases
• Execute established processes from start to finish
• Coordinate schedules and appointments
• Support lead advisors in delivering an exceptional client experience
• Be energized by high expectations
• Communicate exceptionally well
• Take initiative
• Adapt quickly to changing needs
• Take ownership and consistently meet deadlines

• Bachelor's degree or equivalent experience preferred
• Minimum of 3 years of experience supporting a financial advisory practice
• Strong interpersonal, customer service, and communication skills
• Proven ability to multitask and manage competing priorities
• Experience with eMoney Advisor, Salesforce, Microsoft Excel, and Entrepreneurial Operating System (EOS) is a plus
• Ability to learn quickly and grow within the firm
• Desire to advance professionally, including pursuing additional certifications and licenses

• We're an award-winning, SEC-registered RIA based in Indianapolis, named one of USA Today's Best Financial Advisory Firms
• A culture built on core values
• Competitive compensation and benefits
• A collaborative, supportive team environment
• Opportunities for growth and professional development
• The chance to make a real impact on people's financial lives