Vaco

Vaco is hiring for a Client Service Associate for two Advisors launching their own firm in the Indianapolis market.

The Client Service Associate (CSA) will support two financial advisors. The tasks performed by the client associate include sharing sales knowledge with customers and associates, supporting the administrative tasks of financial advisers, maintaining client account information, and lending assistance to financial advisers for special projects and urgent account tasks. They are also responsible for interacting with customers and associates in person, on the phone, and via e-mail, as well as opening new customer accounts and establishing new customer portfolios. The client associate will also provide support for existing customer accounts and portfolios, as well as generate reports and data for accounts and portfolios.

MUST HAVES:

Undergraduate degree preferred, Minimum of 3 years professional experience.

Series 7 & 63/65 or 66 registration - NOT A MUST HAVE - open to someone that is not licensed.

Knowledge of investment and banking products, policies & procedures is required.

Strong client service & technical skills (MS Word & Excel).

Strong communication, time management and organizational skills are required.

Salary range is depending on experience: 65,000 - 75,000 for someone entry level and/or not licensed with Financial Services background. 75,000-90,000 for someone fully licensed with 3 years in financial services as a Registered Client Services Associate. This position is bonus eligible.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.