Client Services Specialist Financial Advisors
Job in
Greenwood, Johnson County, Indiana, 46142, USA
Listed on 2026-01-22
Listing for:
BBF Wealth
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services company in Indiana is seeking a motivated Client Service Associate to provide essential support to financial advisors and clients. The role involves handling administrative tasks, client transactions, and maintaining accurate records using CRM software. Ideal candidates will have strong communication skills and be detail-oriented. A High School diploma and relevant experience in the securities industry is preferred.
This position offers a dynamic work environment and opportunities for professional growth.
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