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Wealth Management Client Services Specialist
Job in
Fairfield, Jefferson County, Iowa, 52557, USA
Listed on 2026-07-08
Listing for:
Cambridge Investment Research, Inc.
Part Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Cambridge Investment Research, Inc. is looking for a Client Service Administrative Assistant to support financial advisors and enhance client experiences. The role includes administrative and operational duties in a collaborative wealth management setting.
The right candidate will enjoy a hybrid work model, working in the office 3 days a week, and must have strong organizational skills and previous experience in client service.
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