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Client Advisory & Relationship Lead
Job in
Urbandale, Polk County, Iowa, 50322, USA
Listed on 2026-08-29
Listing for:
Insurance Administrative Solutions, L.l.c.
Full Time
position Listed on 2026-08-29
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
Integrity, LLC in Iowa seeks an Advisor Relationship Manager to act as the main liaison for clients and internal teams, guiding systems usage and delivering memorable service experiences. You will handle escalated calls, support brokerage operations and transfers, and train clients on navigation of broker/dealer technologies, while maintaining quality call metrics.
This role requires 2–4 years in financial services, an AA degree or equivalent experience, and Iowa insurance licensing within 60
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