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Advisor Support Operations Coordinator
Job in
Urbandale, Polk County, Iowa, 50322, USA
Listed on 2026-08-22
Listing for:
Integrity
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
Integrity is seeking an Operations Coordinator to deliver outstanding customer service to financial advisors and clients. The role involves processing new account applications, changes, and service requests in alignment with firm procedures and regulatory obligations.
You will communicate with financial advisors and clients by phone or email, resolve incomplete or “bad order” items, and ensure accurate data entry in our Books and Records system.
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