Client Service Senior Associate

We are seeking an experienced Client Service Senior Associate who delivers white-glove service, thrives in a highly collaborative environment, and takes ownership of complex client and operational workflows to join our Carmel (Indianapolis) office. The ideal candidate brings prior experience from an RIA or family office and understands the importance of precision, discretion, proactive communication, and relationship-based service.

Aaron Wealth Advisors is a premier independent Registered Investment Advisor (RIA) and national shared family office with headquarters in Chicago, IL and offices in Newport Beach, CA, and Carmel, IN. We specialize in serving ultra-high-net-worth families, entrepreneurs, executives, and non-profit organizations with $25M+ in investable assets. We currently oversee $3.9bn in assets under advisement. We deliver holistic financial advice, access to exclusive investment opportunities, uncompromising fiduciary standards, and white-glove client service.

Aaron Wealth Advisors operates with integrity, discretion, and a deep commitment to helping families preserve wealth, protect values, and empower future generations.

We work with our clients to create fully integrated, customized asset allocations for achieving their overall goals and objectives, rather than focusing on individual subsets of their broader financial picture in isolation. Balancing the dual objectives of risk management and after-tax growth over time, we build and implement a plan designed to help our clients meet the goals that are most important to them and their legacy.

This role assumes responsibility for supporting the Advisors, Investment Team and Director of Client Service in account administration, client servicing, trading, and consulting projects.

• Client Experience and Relationship Support: Own the end-to-end client experience as a trusted point of contact, delivering proactive, white-glove service and building long-term client and partner relationships.
• Operations, Accuracy and Execution: Process day-to day client service operations with a high standard for accuracy, urgency and compliance ensuring consistent execution and minimal rework.
• Client Onboarding and Account Administration: Lead complex client onboarding and account administration coordinating across custodians and managers to execute asset movements, account actions, and ongoing servicing.
• Investments and Family Office Services: Support sophisticated investment and family office workflows, including alternative investments, and complex client needs tied to liquidity events and distributions.
• Systems, Reporting and Process Improvement: Leverage and improve firm systems and reporting to create scalable workflows, maintain clean data, and elevate firmwide best practices.
• Collaboration and Strategic Support: Partner closely with Advisors and internal teams to support client delivery, strategic initiatives, and business growth through process design and cross-functional leadership.

• Minimum 3 year of experience in client service or similar role within RIA or Family Office company
• Bachelor's degree required.
• Broad knowledge of mutual funds, investment managers, and brokerage account administrative procedures preferred.
• Proficiency in Microsoft Suite is required.
• Familiarity working with a CRM, Salesforce preferred.
• Self-starter with a high level of accuracy and organization.
• Excellent communication skills, empathetic and able to establish rapport with others.
• Resourceful and comfortable working independently.
• Demonstrated commitment to both partnership and teamwork, and intuitive to proactively address all issues as they arise
• Thoughtfully driven, accountable and patient.
• Proactive and motivated to expand knowledge base.

• Independent Platform: Freedom to serve clients without product bias or institutional constraints.
• Unconstrained Opportunity: Access to institutional-grade investment platforms and alternatives.
• Collaborative Culture: Work alongside accomplished professionals with deep expertise.
• Comprehensive Support: Dedicated investment, client service,…