Client Service Associate
Aaron Wealth Advisors is a premier independent Registered Investment Advisor (RIA) and national shared family office with headquarters in Chicago, IL, and offices in Newport Beach, CA, and Carmel, IN. We specialize in serving ultra-high-net-worth families, entrepreneurs, executives, and non-profit organizations with $25M+ in investable assets. We currently oversee $4.8bn in assets under advisement, delivering holistic financial advice, access to exclusive investment opportunities, uncompromising fiduciary standards, and exceptional client service.
About the role
We are seeking an experienced Client Service Associate to deliver a white-glove client experience and serve as relationship manager for complex client and operational workflows in our Carmel (Indianapolis) office. This is a full-time in-office position for candidates with prior experience from an RIA, multi-family office, or single family office who understand the importance of precision, discretion, proactive communication, and collaboration.
Responsibilities
- Own the end-to-end client experience as a trusted point of contact, delivering proactive, white-glove service and building long-term client and partner relationships.
- Process day-to-day client administrative operations with a high standard for accuracy, urgency, and compliance, ensuring consistent execution and minimal rework.
- Lead complex client onboarding and account administration, coordinating across custodians, trust companies, transfer agents, and investment managers to execute asset movements, account actions, and ongoing servicing.
- Support sophisticated investment and family office workflows, including liaising with investment and alternative managers, private equity, and custodians, and navigating complex client liquidity events and distributions.
- Leverage and improve firm systems and reporting to create scalable workflows, maintain clean data, and elevate firmwide best practices.
- Work alongside experienced professionals to deliver exceptional client value, strategic initiatives, and organic business growth.
Requirements
- Minimum 2+ years of experience in client service or a similar role within an RIA, multi-family office, or single family office.
- Bachelor’s degree required.
- Broad knowledge of mutual funds, investment managers, and brokerage account administrative procedures preferred.
- Proficiency in Microsoft Office is required.
- Familiarity working with a CRM; Salesforce preferred.
- Self-starter with a high level of accuracy, organization, and motivation to expand their knowledge base.
- Excellent communication skills; empathetic, patient, and able to establish rapport with others.
- Demonstrated commitment to partnership, teamwork, and proactively addressing issues as they arise.
Benefits
- Highly competitive salary of $75,000–$85,000
- Discretionary bonus
- 401(k) plan with employer match
- Health, vision, and dental insurance
- Professional development reimbursement
- Unlimited PTO
Employee Value Proposition
- Independent Platform: Freedom to serve clients without product bias or institutional constraints.
- Unconstrained Opportunity: Access to institutional-grade investment platforms and alternatives.
- Collaborative Culture: Work alongside accomplished professionals with deep expertise.
- Comprehensive Support: Dedicated investment, client service, operations, and compliance professionals.
- Sophisticated Client Base: Engage with some of the most influential families in the country.
- Impactful Work: Help families preserve wealth, protect values, and empower future generations.
- Advanced Tools: Advanced technology platforms designed for complex wealth management.
- Career Growth: Continuing education and professional development opportunities.