Aaron Wealth Advisors ยท 2 days ago
Client Service Senior Associate
Carmel, IN
Full-time
Onsite
Mid Level
$80K/yr - $100K/yr
3+ years expAaron Wealth Advisors is a premier independent Registered Investment Advisor (RIA) specializing in serving ultra-high-net-worth families and organizations. The Client Service Senior Associate will deliver exceptional client service, manage complex workflows, and support the Advisors and Investment Team in various operational tasks.
Financial ServicesWealth Management
Responsibilities
Own the end-to-end client experience as a trusted point of contact, delivering proactive, white-glove service and building long-term client and partner relationships
Process day-to day client service operations with a high standard for accuracy, urgency and compliance ensuring consistent execution and minimal rework
Lead complex client onboarding and account administration coordinating across custodians and managers to execute asset movements, account actions, and ongoing servicing
Support sophisticated investment and family office workflows, including alternative investments, and complex client needs tied to liquidity events and distributions
Leverage and improve firm systems and reporting to create scalable workflows, maintain clean data, and elevate firmwide best practices
Partner closely with Advisors and internal teams to support client delivery, strategic initiatives, and business growth through process design and cross-functional leadership
Qualification
Required
Minimum 3 year of experience in client service or similar role within RIA or Family Office company
Bachelor's degree required
Proficiency in Microsoft Suite is required
Self-starter with a high level of accuracy and organization
Excellent communication skills, empathetic and able to establish rapport with others
Resourceful and comfortable working independently
Demonstrated commitment to both partnership and teamwork, and intuitive to proactively address all issues as they arise
Thoughtfully driven, accountable and patient
Proactive and motivated to expand knowledge base
Preferred
Broad knowledge of mutual funds, investment managers, and brokerage account administrative procedures preferred
Familiarity working with a CRM, Salesforce preferred
Benefits
401(k) plan
401(k) plan employer match
Health
Vision
Dental
Professional development reimbursement
Unlimited PTO
More
Company
Aaron Wealth Advisors
We are a registered independent advisory firm dedicated to helping individuals, families, and family offices manage their wealth.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Gary Hirschberg, JD, CTFA
CEO & Founding Member
Bill Andrakakos, CFA, FRM
President & Chief Investment Officer
Company data provided by crunchbase