Client Service Associate
ARTISTRY WEALTH, LLC•Indianapolis, IN
About The Position
The Client Service Associate (CSA) provides critical support to the firm and our daily operations.
Requirements
- Financial Services Experience
- Proficient with Microsoft Office, including Outlook, Excel, Word, etc.
- Strong attention to detail while working in a fast-paced environment.
- Ability to work independently and with a team.
- HS diploma or equivalent required
Nice To Haves
- college experience preferred
Responsibilities
- Account Openings
- Money Movement (Journal/ACH/Wire)
- Account Maintenance
- Resolve custodial issues
- Trading/Rebalancing Accounts
- Other duties as assigned
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What This Job Offers
Career Level
Entry Level
Education Level
High school or GED
