Client Service Associate – Financial Services

Client Service Associate – Financial Wealth Management

Location: Coralville, IA

Our client, a growing financial wealth management firm, is seeking a Client Service Associate (CSA) to join their team. They are looking for a licensed CSA with experience but are also open to training the right person who aligns with their culture and brings a strong work ethic.

This is an exciting opportunity for a dedicated professional with experience in financial services or a related industry who thrives in a small-team environment and is looking for the next step in their career. The ideal candidate will have a high sense of loyalty, strong service orientation, and exceptional follow-through—someone who is self-motivated, detail-oriented, and passionate about providing top-tier client support.

Key Responsibilities:

• Serve as the primary point of contact for clients, addressing inquiries and providing accurate, timely information.
• Utilize financial expertise to anticipate client needs, offering tailored solutions and proactive service.
• Ensure the accurate execution of financial transactions, adhering to regulatory requirements and industry best practices.
• Collaborate closely with Financial Advisors and other Client Service Associates to deliver seamless client experiences.
• Maintain comprehensive client records while upholding strict confidentiality and compliance standards.
• Proactively identify opportunities to enhance client satisfaction and contribute to business development initiatives.

Qualifications & Experience:

• Preferred: Minimum of eight years of experience in financial services or a related client service role.
• Preferred: Holds applicable financial services licensing (but willing to train the right candidate).
• Strong knowledge of investment products, financial markets, and regulatory compliance.
• Excellent communication and relationship-building skills, with the ability to earn trust and maintain long-term client relationships.
• Detail-oriented, with the ability to manage multiple priorities in a fast-paced environment.
• A strong sense of ownership and accountability, ensuring all client needs are met with precision and care.

Compensation & Benefits:

• Base Salary: $50,000 - $88,000 (commensurate with level of experience and licensing).
• Comprehensive benefits package including fully paid health, dental, vision, disability, and group life insurance.
• 401(k) retirement plan with a 5% employer match plus a discretionary profit-sharing contribution (typically an additional 5%).
• Paid time off including vacation, sick leave, and paid holidays.
• Discretionary bonuses and stock grants based on individual and company performance.
• Flexible 38-hour workweek with a work-hard/play-hard culture.

Why Join Us?

This is a long-term opportunity for a motivated professional looking to grow their career in a high-performing, service-oriented financial firm. If you are passionate about delivering an outstanding client experience and want to be part of a collaborative and dynamic team, we invite you to apply.