Client Service Associate

Description:

Senior Client Service Associate

Indianapolis / Carmel IN

 

What We Offer

• Competitive salary of $60,000–$80,000, based on experience
• Up to 70% employer-paid medical, dental, vision and life insurance
• 100% employer-paid short-term and long-term disability insurance
• 401(k) with employer match — 100% of the first 3% contributed, plus 50% of the next 2%
• Three weeks of paid vacation
• Paid holidays & birthday
• A professional, collaborative work environment with opportunities to learn and grow within the financial services industry

Company Description

At Artistic Strategies, we prioritize building trust and meaningful relationships with our clients, providing more than financial planning services. Focused on combining asset protection and wealth creation, we leverage knowledge, creativity, and empathy to craft personalized financial strategies. From establishing college savings accounts to addressing more complex financial matters like tax-sensitive investments, retirement planning, and estate planning, we support clients in achieving their life goals. Backed by Cetera Advisors LLC and Cetera Investment Advisers LLC, we are committed to delivering tailored solutions with transparency and care for every individual and family we serve.

Role Description

This is a full-time, on-site role based in Indianapolis, IN for a Senior Registered Client Service Associate. Responsibilities include providing exceptional client service, supporting client inquiries and account management, preparing financial reports, and assisting with transaction processing. The Senior Associate will also collaborate with team members to meet client goals, ensure compliance with industry standards, and maintain detailed client records while contributing to the overall success of the firm.

Primary duties include:

• Account Openings
• Money Movement (Journal/ACH/Wire)
• Account Maintenance
• Resolve custodial issues
• Trading/Rebalancing Accounts
• Other duties as assigned

Requirements:

• Financial Services Experience
• Proficient with Microsoft Office, including Outlook, Excel, Word, etc.
• Strong attention to detail while working in a fast-paced environment.
• Ability to work independently and with a team.
• HS diploma or equivalent required; college experience preferred.

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