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Jobs · Management · Indiana

Client Support Manager - Emerging Investor Market

The National Bank of Indianapolis · Indianapolis, IN · 1 mo ago
ManagementFull-time

What You’ll Contribute

  • Respond promptly and professionally to client questions, requests, and concerns
  • Manage account administration, including:
    • new account setup and maintenance;
    • coordinating and tracking funding;
    • monitoring daily transactions;
    • preparing deposits, disbursements, and account documents;
    • drafting client correspondence and maintaining files;
  • Track client fees, balances, and tax reporting needs
  • Generate monthly reports
  • Cook up client meetings, events, and communications
  • Stay up to date on industry developments and share insights with the team

What We’re Looking For

  • A high school diploma or equivalent required; a bachelor’s degree in finance, Accounting, or related field preferred
  • Administrative experience in wealth, investment, or portfolio management preferred
  • Working knowledge of investment accounts and related regulations
  • A track record of reliability, accuracy, and sound judgment
  • Effective communication skills, both written and verbal, with a customer-first mindset
  • Organizing, prioritizing, and problem-solving independently
  • Proficiency in Microsoft Office suite
  • Banking or trust systems experience a plus
  • A professionalism, attention to detail, and a collaborative spirit

Why Join Us

The National Bank of Indianapolis is the city’s only locally owned national bank. Through our Emerging Investor Market program, we’re committed to building long-term client relationships and providing tailored investment solutions. Just as we invest in our clients, we invest in our people. You’ll find a workplace where your contributions are valued, your growth is supported, and your work makes a difference.

In Summary

Bring your attention to detail. Bring your service mindset. Bring your best. We’ll provide the culture, resources, and trust to help you succeed.

Equal Opportunity Employer

All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.

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