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Client Services Specialist — Wealth Management Team

Job in Dubuque, Dubuque County, Iowa, 52001, USA
Listing for: Wealth Enhancement Group
Full Time position
Listed on 2026-05-13
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR
Job Description & How to Apply Below
Wealth Enhancement Group is hiring a Client Service Associate in Dubuque, IA. This role involves supporting an Advisor Team to enhance client experiences. The ideal candidate will have excellent customer service skills, attention to detail, and the ability to learn financial concepts. Salary range is $45,000 to $60,000 and includes comprehensive benefits. You will handle client onboarding, manage transactions, and collaborate closely with the advisor team to ensure satisfaction.

This is an in-office position.
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