Wealth Management Client Associate
On-siteIndianapolis, Indiana, United States
Indianapolis, Indiana, United StatesOn-siteFull TimeEntry LevelLarge
Full TimeEntry LevelLarge
Job Summary
Provide client service support to multiple Financial Advisors by educating clients on bank offerings, ensuring timeliness and accuracy in client materials, and following up on all requests. Assist with operational excellence, risk management, and policy alignment while identifying and deepening client relationships through banking integration. Cover roles during absences or seasonal increases, maintaining a client-first mindset. Requires FINRA SIE, Series 7, or Series 66; 1st shift, 37.5 hours weekly.
Required Qualifications
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Has strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
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