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Institutional Client Services Specialist

Job in West Des Moines, Polk County, Iowa, 50265, USA
Listing for: CAPTRUST
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A leading financial services firm in West Des Moines is seeking a full-time Institutional Client Management Associate. The role involves supporting the Financial Advisor Service Team in managing institutional client relationships, ensuring exceptional service, and developing accurate reports. Candidates should have a relevant four-year degree and a strong desire to work in finance, along with technical proficiency in Microsoft tools and CRM systems.

Join a collaborative team dedicated to delivering high standards and fostering professional growth.
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