Wealth Data & Operations Specialist
Job in
Urbandale, Polk County, Iowa, 50322, USA
Listed on 2026-09-09
Listing for:
Insurance Administrative Solutions, L.l.c.
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Integrity, LLC seeks a Wealth Service Associate to understand data flow through Black Diamond, RCI and CRM Wealth Platform, organize data, and initiate reporting for internal and external clients.
You will review accounts, assign to teams, ensure data accuracy, support Advisors, and produce weekly satisfaction metrics while collaborating with leaders.
This role requires attention to detail, strong communication, and experience with wealth reporting tools and broker‑dealer processes.
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