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Client Services Associate

General Description of Wealth Advisors of Iowa:
Wealth Advisors of Iowa (WAI) is an SEC registered RIA only firm located in West Des Moines. Since WAI was established in 1998, we have provided tailored advice to help our clients reach their financial goals. WAI is an affiliate of MHCS, a long established and well-respected local CPA firm.

WAI is looking for a Client Services Associate. This position is ideal for someone with a friendly, cheerful demeanor that is well organized and detailed-oriented. The primary hours for this position are 9AM to 4PM, Monday-Friday. Up to 40 hours per week would be available, if desired by the right candidate. This is an in-office position with no ability to work from home, but we can offer some flexibility on the start/end times. Benefits, including health insurance, are provided with a minimum of 30 hours per week.

As part of our small, but growing team, the ideal candidate would be someone that is a motivated self-starter and who wants to grow and evolve in this role. We are looking for someone who will take ownership in their responsibilities and who wants to take an active role in helping our clients, advisors and firm be successful.

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.

General Description and Essential Functions:
The Client Services Associate position is responsible for a broad variety of administrative services including:

  • Managing administrative projects
  • Coordinating client events, team events, client gifts, etc.
  • Greeting customers and visitors to the office with a positive, helpful attitude
  • Updating CRM system
  • Daily servicing of client accounts
  • Preparing new account and review forms
  • Managing incoming and outgoing correspondence, including emails, faxes, mail and packages
  • Monitoring and ordering inventory for office and break room supplies
  • Performing other related duties as necessary or assigned.

Qualifications/Experience Requirements:

  • High School degree
  • Competency in Microsoft applications including Word and Outlook.
  • At least 1-3 years of experience in similar role

Required Skills:

  • Strong relationship and interpersonal skills
  • High professional standards and integrity including the ability to maintain confidentiality of highly sensitive information, data, and communications.
  • Excellent interpersonal, verbal and written communication skills; the ability to communicate clearly and confidently in a variety of settings.
  • Well organized and detail-oriented
  • Ability to contribute positively as part of a team, helping out with various tasks as required.
  • Ability to adapt, prioritize, learn quickly and be self-motivated

Job Type: Full-time or part-time available
Schedule: Monday-Friday
Hours Per Week: 30-40 depending on applicant’s preference.
Primary Location: Iowa-IA-West Des Moines
Shift: 1st – Daytime
Travel: No out of town travel required

To apply, mail or email your resume to our Director of Operations, Kellie Masters, for consideration.
Wealth Advisors of Iowa
1601 West Lakes Parkway, Suite 200
West Des Moines, IA 50266