Now Hiring - MSI Recruiting - Financial Services Client Relations Associate in Indianapolis, IN

Full description of the position

Financial Services Client Relations Representative Location: Indianapolis, IN (Nora/Keystone area)

Compensation

: Base compensation plus generous commission and bonus incentives

Benefits

: Competitive benefits package offered including medical (fully paid), dental, vision, PTO, paid holidays, and 401(k) with company match ABOUT THE ROLE: Growing financial services team seeking a polished, motivated professional to support top Financial Advisors with client outreach, seminar coordination, and client onboarding support. This is a hands-on, relationship-driven role focused heavily on proactive outreach, appointment generation, and event support - not a passive administrative position. The ideal candidate is someone who enjoys talking with people, stays organized in a fast-paced environment, and is motivated by performance and growth opportunities. The company is open to junior candidates and will train the right person with strong communication skills, professionalism, and drive. Approximately 70% of the role is focused on outbound calling, warm lead follow-up, and appointment setting.

Responsibilities

• Follow up with warm leads generated through seminars, workshops, and marketing campaigns
• Proactively schedule appointments for Financial Advisors through outbound phone outreach
• Maintain consistent follow-up activity and relationship building with prospective clients
• Support seminar and workshop events including RSVPs, registration, setup, breakdown, and event-day coordination
• Assist Advisors during events and help generate new appointment opportunities
• Help onboard new clients and maintain accurate CRM records
• Provide administrative and client support as needed

Qualifications

• Prior experience in a sales, customer-facing, phone-based, appointment setting, or client support role preferred
• Strong communication skills and professional phone presence
• Comfortable engaging with clients both over the phone and in person
• Organized, detail-oriented, and able to multitask effectively
• Motivated, coachable, and eager to learn in a performance-driven environment
• CRM and Microsoft Office experience preferred
• Bachelor's degree preferred, but not required Additional Details
• Mileage reimbursement provided for travel to events beyond normal commute distance to attend client events
• Occasional evening or Saturday seminar coverage may be needed

Benefits

• Excellent benefits package offered including medical (fully paid), dental, vision, PTO, paid holidays, and 401(k) with company match Pay: $65,000.00 - $85,000.00 per year

Benefits

:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance Application Question(s):
• Are you willing to attend client seminars/events? (mileage/travel expenses are reimbursed for travel outside of normal office commute) Experience:
• Sales or Client Support: 1 year (Preferred) Ability to Commute:
• Indianapolis, IN 46240 (Required) Work Location: In person