Description Client Service AssociateLocation: Indianapolis, IN Type: Full-Time Schedule: In-Person (Mon-Fri) Hiring Firm: LionsWealth Partners
*Wealth Management Experience Required: 1-3+ years in a wealth management client service capacity. Prior wealth management client service experience is essential for this role.
Join Our Team at Lions Wealth Partners - Founded in 2014, Lions Wealth Partners, is an Indianapolis-based wealth management firm and Sanctuary Wealth partner firm that has grown to manage over $275 million in assets. Our disciplined, process-driven approach goes beyond traditional investment management, delivering comprehensive guidance across wealth enhancement, wealth transfer, wealth protection, charitable giving, and investment consulting. We proudly serve multi-generational families, established professionals preparing for retirement, and emerging young professionals building their wealth. Guided by our values of integrity, strategic vision, client-centric service, and collaborative excellence, we believe we are not in the wealth management business helping people; we are in the people business, helping with wealth management.
Position Overview - Lions Wealth Partners is seeking an Client Service & Operations Associate to provide independent client service, administrative, and operational support. This role is designed for someone who is detail-oriented, organized, service-minded, and experienced in supporting client-facing workflows within wealth management. It is an ideal fit for a forward-thinking professional who embraces technology, including artificial intelligence, to help the firm work smarter and elevate the client experience. You will help ensure clients receive a seamless, professional, and responsive service experience while independently supporting advisors with onboarding, account maintenance, documentation, meeting preparation, CRM updates, and follow-up on routine and recurring service requests. This role is well suited for someone who is highly organized, proactive, and comfortable managing client-facing priorities, administrative workflows, and operational follow-through in a fast-paced RIA, wealth management, or financial services setting.
Professional Development: For those who aspire to grow on the advisory side of the business, this role also offers the opportunity to develop toward an Associate Advisor position with mentorship and support from the team. While this path is available with time and tenure, advisory aspirations are not a requirement, and we equally value candidates who want to build a long-term career in client service and operations.
Your Role & Responsibilities You will provide independent client service, advisor support, and operational coordination for a wealth management practice, including but not limited to:
Client Service & Relationship Support · Serve as a professional and responsive point of contact for routine and recurring client inquiries · Assist clients with service needs, required forms, account-related updates, and follow-up items · Support client onboarding by coordinating documentation, preparing account materials, and tracking next steps · Monitor client service requests to help ensure timely, accurate, and professional follow-through · Communicate with clients, advisors, custodians, and internal team members with discretion and a client-first mindset · Resolve routine service items independently while escalating complex or sensitive matters to the appropriate team member
Account Maintenance & Operational Coordination · Coordinate account opening, account maintenance, transfers, deposits, distributions, beneficiary updates, address changes, and related service requests · Prepare, review, and submit client forms, custodial paperwork, and service-related documentation for completeness and accuracy · Track pending items, outstanding documents, custodial requests, and operational follow-up across client workflows · Maintain accurate client records, files, CRM notes, task updates, and documentation across firm systems · Follow firm policies, compliance expectations, and documentation standards when handling client information and account activity · Identify opportunities to improve accuracy, reduce errors, and keep service items moving forward efficiently
Advisor & Practice Support · Partner with advisors and client service team members to support client meetings, service requests, and day-to-day practice needs · Prepare client meeting materials, including agendas, reports, forms, account documents, and follow-up items · Update client information in CRM, custodial platforms, document management systems, and internal tracking tools · Assist with scheduling, inbox organization, task tracking, meeting follow-through, and document collection as needed · Coordinate communication across advisors, clients, custodians, and internal departments to support timely execution · Assist in the planning, coordination, and execution of client events and appreciation initiatives to strengthen client relationships and enhance the overall client experience.
Technology, AI & Process Innovation · Leverage artificial intelligence and emerging technology tools to streamline workflows, reduce manual tasks, and improve the efficiency and accuracy of client service and operational processes · Identify practical ways to apply AI to meeting preparation, note-taking, document organization, CRM updates, and client communications, in alignment with firm compliance and data security standards · Stay current on AI and technology trends in wealth management and recommend forward-thinking solutions that help the firm work smarter · Champion technology adoption across the practice by sharing best practices and supporting team members as new tools and processes are implemented
Requirements
What We’re Looking For:
Required Qualifications · 1-3+ years of experience in wealth management or financial services support roles. · Experience supporting client-facing workflows, service requests, account maintenance, onboarding, documentation, scheduling, or operational follow-up · Strong written and verbal communication skills with a polished, professional, and client-service-oriented presence · High attention to detail when reviewing forms, updating records, tracking requests, preparing documents, and handling client information · Ability to manage multiple priorities, deadlines, service items, and follow-up tasks with accuracy, responsiveness, and accountability · Professional judgment and discretion when handling confidential client, financial, business, and firm information · Proficiency with Microsoft Office, including Outlook, Word, Excel, Teams, shared calendars, digital files, CRM updates, and general office technology · Forward-thinking, tech-savvy mindset with a demonstrated interest in using artificial intelligence and emerging tools to streamline processes and elevate the client experience
Preferred Qualifications · Bachelor’s degree, relevant coursework, or equivalent professional background in business, finance, communications, economics, public affairs, or a related field · Prior experience in wealth management, an RIA, banking, investment management, insurance, accounting, or another high-touch professional services environment · Familiarity with account opening, onboarding, account maintenance, document collection, scheduling, CRM updates, or service-request workflows · Exposure to CRM systems, custodial platforms, financial planning tools, portfolio reporting software, e-signature tools, or document management systems
Why Join LionsWealth Partners?
- Competitive Base Salary with Performance-Based Bonus Opportunities (i.e. Eligible for additional incentive compensation tied to overall firm growth and achievement of individual performance goals.)
- % Employer Covered Benefits Package (Health, vision, and dental insurance)
- 401(k) Employer Match
- Paid Time Off + Paid Holidays
- On-the-job training and professional development opportunities
- A culture that values focus during the workday and balance after hours
