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Client Experience Associate — Wealth Management

Job in West Des Moines, Polk County, Iowa, 50265, USA
Listing for: Expedition Tax and Accounting Services
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A growing financial services firm in West Des Moines is seeking an Associate Relationship Manager. In this role, you will partner with a Relationship Manager to deliver exceptional service to clients. The ideal candidate is organized, detail-oriented, and thrives in a dynamic environment. Qualifications include a high school diploma (Bachelor's preferred) and strong interpersonal skills. This position offers competitive compensation and benefits, including health insurance, retirement plans, and opportunities for professional growth.
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Position Requirements
10+ Years work experience
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