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Wealth Advisory Client Services Associate
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-03-02
Listing for:
HUB International
Part Time
position Listed on 2026-03-02
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Client Relationship Manager
Job Description & How to Apply Below
Location: Indianapolis
A leading insurance and benefits broker in Indianapolis is seeking an Advisory Service Associate to support client interactions and provide exceptional client service. In this role, you'll prepare wealth client reviews, assist in compliance reporting, and maintain client records while ensuring a seamless experience. The ideal candidate has a bachelor's degree, attention to detail, and effective communication skills. Join a collaborative environment and enjoy benefits including medical, dental, and flexible work arrangements.
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Position Requirements
10+ Years
work experience
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