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Client Services Specialist

Impact Financial Group
Indianapolis, IN Full Time
POSTED ON 5/20/2024 CLOSED ON 6/29/2024

Job Posting for Client Services Specialist at Impact Financial Group

About Us:

We are a dynamic team of professionals dedicated to helping individuals create a lasting impact.

We offer comprehensive financial planning and wealth management advisory services.

Our mission is to provide exceptional client service, and we’re expanding our team to meet growing demands.

Responsibilities:

  • Attend client meetings alongside financial advisors to actively listen, take comprehensive notes, and ensure accurate communication.
  • Handle inquiries and updates related to account documentation, track to completion, and resolve issues.
  • Assist in managing client accounts and maintaining accurate records.
  • Collaborate with team members to ensure timely client support.
  • Contribute to team success by sharing insights and best practices.

Qualifications:

  • 3-5 years’ experience in client services, preferably within financial services or related industry.
  • Bachelor’s Degree.
  • FINRA Licensing (Preferred or In Progress).

Ideal Candidate Traits:

  • Strong communication skills and a passion for helping others.
  • Detail-oriented and analytical.
  • Strong communication skills, both written and verbal.
  • Proficiency in using Microsoft Office applications.

We Offer:

  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package including 401(k) match, dental, vision and health insurance, paid time off, and professional development assistance.
  • Career growth potential within the organization.

Join us in making a difference! Reach out to learn more about this exciting opportunity.

Job Type: Full-time

Pay: $50,000.00 - $58,000.00 per year

Benefits:

  • 401(k) 3% Match
  • Dental insurance
  • Health insurance
  • Paid time off
  • Professional development assistance
  • Vision insurance

Compensation package:

  • Quarterly bonus

Schedule:

  • Monday to Friday

Work Location: In person

Salary : $50,000 - $58,000

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Estimate Salary for Client Services Specialist in Indianapolis, IN
$68,840 (Medium)
$58,985 (25th)
$78,694 (75th)
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