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Wealth Client Lead

Job in West Des Moines, Polk County, Iowa, 50265, USA
Listing for: GILBERT & COOK INC
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Client Experience Lead
A private wealth management firm in West Des Moines seeks a knowledgeable Relationship Manager. The ideal candidate will have 2 years of experience in financial services and demonstrate exceptional client service skills. Responsibilities include supporting advisors, building client relationships, and ensuring compliance with industry standards. If you thrive in a collaborative environment and are detail-oriented, this could be a great opportunity for you.
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