Client Services Associate
Related experience in financial, insurance, accounting or legal industry required.
Full-time in-office position; Monday-Friday.
For over 25 years, Wealth Advisors of Iowa (WAI), a SEC registered RIA firm located in West Des Moines, IA, has provided tailored advice to help clients reach their financial goals. WAI is an affiliate of MHCS, a long-established and well-respected local CPA firm.
WAI is currently seeking a detail-oriented, highly organized self-starter to take ownership of a variety of administrative and operational support tasks, helping to ensure the success of advisors, clients and the firm. Working closely with the Director of Client Services, responsibilities include:
- Assist with client forms/account setup, data entry, all realms of client services in the financial industry (investments, life insurance, and annuities)
- Maintain accurate and up to date client records in CRM systems
- Coordinate with custodians and third-party partners to resolve account issues
- Coordinate client events, team events, client gifts, etc.
- Confirm receipt of payments and inform appropriate parties
- Track and report on new business
- Serve as backup to the receptionist
- Perform related duties as necessary
Qualifications:
- Bachelor’s degree required
- 1+ years of related administrative experience required, preferably in the financial industry, however, administrative professionals from adjacent fields such as property casualty, insurance, or law/CPA firms will be strongly considered
- Strong attention to detail with a willingness to pitch in and contribute positively as part of a team, helping with various tasks as needed
- Strong communication, organizational, interpersonal and PC skills including Microsoft Office and CRM systems proficiency
- A quick learner with the ability to quickly and effectively adapt to changing priorities, meet deadlines and communicate effectively with all levels of staff
- High professional standards and integrity including the ability to maintain confidentiality of highly sensitive information, data and communications
Benefits:
- Competitive salary, commensurate with experience
- Comprehensive benefits package including health insurance
- Flexible schedules
- High level training
- Opportunities to work on challenging and diverse projects
- Friendly, professional, supportive and collaborative office environment
If you are looking for an excellent opportunity to grow your career with a highly regarded firm and are eager to learn more about becoming a key member of our team, please submit your resume to Sara Wolter at swolter@mhcscpa.com.
WAI is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.