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Client Support Manager - Emerging Investor Markets

Client Support Manager - Emerging Investor Markets

BankTalent HQIndianapolis, IN, United States
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The National Bank of Indianapolis is looking for a Client Support Manager to support our Emerging Investor Market team. This role is about safeguarding the success of our clients' accounts by making sure operations stay on track.

How 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 Coordinate client meetings, events, and communications
  • Stay up to date on industry developments and share insights with the team

What We're Looking For

  • High school diploma or equivalent required; 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
  • Ability to organize, prioritize, and problem-solve independently
  • Proficiency in Microsoft Office suite
  • Banking or trust systems experience a plus
  • 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.

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    Client Support Manager • Indianapolis, IN, United States

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