Client Service Specialist

PVA Wealth Advisors – Client Service Specialist (Part-Time)

Location: 2900 E 96th St, Indianapolis IN  46240

Contact: Holly Duzan - holly.duzan@ampf.com | 317-818-9365

Position Overview: 

Join PVA Wealth Advisors, an independent franchise of Ameriprise Financial, as a Part-Time Client Service Specialist supporting a dynamic financial advisory practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements. 

As a Client Service Specialist, you will assist with operational tasks that enable the advisor team to focus on client acquisition and relationship development. You’ll gain exposure to financial planning, practice management, and client engagement strategies—all within the Ameriprise framework.

This role also offers the potential to transition into a full‑time position in the future, depending on performance, business needs, and applicable licensing requirements.

Key Responsibilities: 

Responsibilities may evolve over time and include, but are not limited to:

• Supporting daily business operations and administrative tasks
• Gathering and organizing client data and documentation
• Maintaining and organizing client files and records
• Participating in special projects aligned with the practice’s business goals
• Positive attitude and eagerness to learn

Qualifications: 

• Current college student, recent graduate or equivalent experience
• Strong interest in financial services and client relationship building
• High attention to detail and strong organizational skills
• Effective time management abilities
• High level of integrity and commitment to confidentiality
• Positive attitude and eagerness to learn and grow professionally

Growth Opportunities: 

For the right candidate, this part‑time position may provide a pathway to full‑time employment as the practice grows. Consideration for future full‑time roles will be based on performance, business needs, and completion of any required licensing.