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Client Success Associate – Wealth Management
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-02-01
Listing for:
Thurston Capital
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial advisory firm is seeking a Client Services Associate to enhance client experiences in Indianapolis. This role involves coordinating client meetings, managing communications, assisting with financial tasks, and collaborating with advisors. The ideal candidate should have a bachelor's degree in Finance or Business and 1-3 years of relevant experience. Strong organizational and communication skills are essential. The company offers a competitive benefits package and opportunities for career growth.
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Position Requirements
10+ Years
work experience
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