Financial Services Operations Specialist

5 days ago


Indianapolis, Indiana, United States ARTISTRY WEALTH, LLC Full time
About the Role:
The Client Service Associate will be a key member of our team at ARTISTRY WEALTH, LLC. In this role, you will provide crucial support to our clients, ensuring their financial needs are met efficiently. Your responsibilities will include managing account openings, money movement, and resolving custodial issues. As a valued team member, you will contribute to our success by delivering exceptional client experiences.

Responsibilities and Requirements:

  • Conduct thorough analysis of client requirements.
  • Develop and implement effective solutions to client needs.
  • Collaborate with internal teams to ensure seamless service delivery.
  • Stay up-to-date with industry developments and best practices.
Estimated Salary Range:

$50,000 - $75,000 per year



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