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Office Administrator/ Coordinator

Wealth Management Client Services Associate

Job in Indianapolis, Marion County, Indiana, 46262, USA
Listing for: Cerity Partners LLC
Full Time position
Listed on 2025-11-29
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading independent financial advisory firm in Indianapolis is seeking a Client Service Associate to support clients and advisors. The role involves handling administrative tasks like account openings, scheduling meetings, and ensuring data accuracy in the CRM. Successful candidates will demonstrate excellent communication, organizational skills, and a collaborative attitude. The firm is recognized for its commitment to client service and comprehensive wealth management.
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Position Requirements
10+ Years work experience
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