What are the responsibilities and job description for the Client Service Associate position at Lotus Women's Institute?
Lotus Women’s Institute is recruiting on behalf of a highly respected, independently owned wealth management firm in Fort Wayne. We’re seeking a detail-oriented and motivated Client Service Associate (CSA) to join their growing team and support high-net-worth clients in a collaborative, service-driven environment.
What You’ll Do:
- Serve as a key point of contact for client service needs
- Manage account onboarding, transfers, and updates across custodians
- Prepare client meeting materials and support advisors with follow-up
- Maintain and update client records in CRM systems
- Work closely with a 6-person team committed to exceptional service
Who You Are:
- A recent college graduate (Finance, Business, or related field preferred), or early-career professional
- Strong communicator with a client-first mindset
- Highly organized, detail-oriented, and able to multitask
- Eager to learn and grow in the wealth management industry
- Comfortable working on-site for the first 3 years (hybrid flexibility possible afterward)
Join us as a Client Service Associate where you can make a meaningful impact on our clients' experiences while developing your professional skills in a dynamic environment.
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- Paid time off
Schedule:
- Monday to Friday
Ability to Relocate:
- Fort Wayne, IN 46845: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000 - $70,000
