Client Services Associate

About the job

Company Description

At Artistic Strategies, we prioritize building trust and meaningful relationships with our clients, providing more than financial planning services. Focused on combining asset protection and wealth creation, we leverage knowledge, creativity, and empathy to craft personalized financial strategies. From establishing college savings accounts to addressing more complex financial matters like tax-sensitive investments, retirement planning, and estate planning, we support clients in achieving their life goals. Backed by Cetera Advisors LLC and Cetera Investment Advisers LLC, we are committed to delivering tailored solutions with transparency and care for every individual and family we serve.

Role Description

This is a full-time, on-site role based in Indianapolis, IN for a Senior Registered Client Service Associate. Responsibilities include providing exceptional client service, supporting client inquiries and account management, preparing financial reports, and assisting with transaction processing. The Senior Associate will also collaborate with team members to meet client goals, ensure compliance with industry standards, and maintain detailed client records while contributing to the overall success of the firm.

Qualifications

• Proficiency in Client Services, Customer Support, and Customer Service
• Strong Communication skills, both written and verbal
• Knowledge and experience in Finance-related operations
• Ability to develop and maintain client relationships with professionalism and empathy
• Strong attention to detail and organizational skills
• Ability to work effectively in an on-site team environment
• FINRA Series 7 certification; Series 63 or equivalent license preferred
• Five years equivalent experience preferred.