Wealth Management Client Service Specialist - Path
Job in
Ankeny, Polk County, Iowa, 50015, USA
Listed on 2026-06-26
Listing for:
Lincoln Savings Bank
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant, Banking & Finance
Job Description & How to Apply Below
Lincoln Savings Bank is seeking a Client Service Specialist in Ankeny, Iowa. This role involves providing exceptional service to Wealth Management clients, assisting financial advisors, and developing new business leads through proactive outreach.
The ideal candidate should have strong communication skills, attention to detail, and experience in investment banking. The position requires proficiency in Microsoft Office, with opportunities for professional growth through licensing to become a Financial Advisor.
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