Client Service Specialist

Job overview

The Client Service Specialist role is onsite in Indianapolis, IN. Compensation is not specified. The position supports an independent advisor franchisee’s financial advisory practice and its client-first service approach. The specialist serves as a client contact and provides service and administrative support across account requests, onboarding, workflows, and advisor and relationship-manager activities. Accurate records, timely follow-up, and coordinated service help clients work toward their financial goals and support efficient practice operations.

What you'll do

• Respond to client service requests and conduct outreach
• prepare and track account paperwork and service requests
• assist with account openings, transfers, beneficiary updates, address changes, and money movement
• support onboarding and workflow tracking
• prepare meeting materials and follow-up notes
• coordinate scheduling and communications
• maintain accurate records and protect confidential information
• support compliance, audits, and operational reviews.

What we're looking for

Skills & competencies

client service specialist

indianapolis in

impact financial group

financial services

client support

account administration

client onboarding

crm workflows

advisor support

compliance

microsoft office

client-first service

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) matching, performance bonus, dental, health and vision insurance, paid time off, parental leave, training and development, and advancement opportunities.

Why this role

Supports an independent advisor franchisee affiliated with an Ameriprise Financial practice; Series 7, Series 66, and insurance licenses are preferred or may be obtained based on business needs.

About the employer

Impact Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.