Indianapolis, Indiana, United States · On-site
Description The Client Service Associate (CSA) provides critical support to the firm and our daily operations. Primary duties include: Account OpeningsMoney Movement (Journal/ACH/Wire)Account MaintenanceResolve custodial…
Skills: Account Openings, Money Movement, Account Maintenance, Trading, Rebalancing Accounts
Indianapolis, Indiana, United States · On-site
Description If you've worked at a large wirehouse or national financial firm, you know the drill: build your own book, spend your time prospecting, cold calling, networking, and hoping to earn opportunities. That's not h…
Skills: Client Service, Financial Planning, CRM Management, Communication Skills, Microsoft Office
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The Client Service Associate provides critical operational support including account openings, maintenance, and money movement. They are also responsible for resolving custodial issues and handling account trading and rebalancing.
Candidates must have experience in financial services and proficiency in Microsoft Office. A high school diploma is required, while college experience is preferred.
Description
The Client Service Associate (CSA) provides critical support to the firm and our daily operations.
Primary duties include:
Requirements
An Artistic Approach to Creating Your Financial Foundation
At Artistic Strategies we provide more than financial planning services. We’re in the business of building trust and relationships. From that basis, we use detail, empathy, creativity, and transparency to help you develop your successful, life-long financial strategy. Using a two-pronged approach of asset protection and wealth creation combined with knowledge, artistry, and empathy, Artistic Strategies helps you envision your ideal future and plan toward your biggest goals. At Artistic Strategies, we work to help implement the simplest solutions like opening a college savings fund for your children, to more complex issues like tax-sensitive investments and distributions, retirement projections, and estate planning. Securities offered through Cetera Advisors LLC, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. www.finra.org www.sipc.org
Offices: 9265 Counselors Row, Suite 120, Indianapolis, IN 46240, US
An Artistic Approach to Creating Your Financial Foundation
At Artistic Strategies we provide more than financial planning services. We’re in the business of building trust and relationships. From that basis, we use detail, empathy, creativity, and transparency to help you develop your successful, life-long financial strategy. Using a two-pronged approach of asset protection and wealth creation combined with knowledge, artistry, and empathy, Artistic Strategies helps you envision your ideal future and plan toward your biggest goals. At Artistic Strategies, we work to help implement the simplest solutions like opening a college savings fund for your children, to more complex issues like tax-sensitive investments and distributions, retirement projections, and estate planning. Securities offered through Cetera Advisors LLC, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. www.finra.org www.sipc.org
Offices: 9265 Counselors Row, Suite 120, Indianapolis, IN 46240, US