Client Service Associate in Indianapolis, Indiana at ARTISTRY WEALTH, LLC

The Client Service Associate (CSA) provides critical support to the firm and our daily operations.

Primary duties include:

• Account Openings
• Money Movement (Journal/ACH/Wire)
• Account Maintenance
• Resolve custodial issues
• Trading/Rebalancing Accounts
• Other duties as assigned

• 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; college experience preferred.