Thurston Capital · 3 days ago
Client Services Associate
Greater Indianapolis
Full-time
Onsite
Entry Level
1+ years expThurston Capital is a mid-size broker/dealer and financial advisory firm focused on providing exceptional client experiences in wealth management. The Client Services Associate will support advisors, engage with clients, and ensure a high level of service by managing client communications and operational tasks.
Financial Services
Responsibilities
Coordinate and prepare for client review meetings, including assembling reports and documentation
Handle inbound and outbound client communications via phone and email with professionalism and accuracy
Assist with financial planning tasks and maintain client accounts in accordance with firm policies
Process account updates, transfers, and service requests promptly and accurately
Utilize technology platforms to manage workflows, track tasks, and maintain client records
Collaborate with advisors and team members to ensure seamless client service delivery
Qualification
Required
Strong organizational skills with the ability to manage multiple priorities in a fast-paced setting
Excellent time management and attention to detail
Proficiency with financial software and CRM systems; strong Microsoft Office skills
Exceptional communication and interpersonal skills; a team-oriented mindset
Preferred
Bachelor's degree in Finance, Business, or related field
1–3 years of experience in financial services, brokerage, or advisory environment
Benefits
Comprehensive benefits package including health, dental, and retirement plans.
Opportunities for professional development and career growth.
Company
Thurston Capital
Thurston Capital is dedicated to helping financial advisors prosper in business and in life.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
John Peluso
Executive Vice President, Partner
Brian Sweeney
Chief Compliance Officer / General Counsel
Company data provided by crunchbase