Client Services Associate — Financial Planning Support
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listed on 2026-06-26
Listing for:
Syverson Strege
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Syverson Strege in West Des Moines, Iowa, is seeking a Client Service Associate to provide essential operational and administrative support to Financial Planners. Responsibilities include scheduling meetings, preparing documentation, and maintaining client records.
The ideal candidate will demonstrate strong analytical and time-management skills, possess a Bachelor’s degree, and have 1–3 years of experience in the financial services industry. This role is critical for delivering exceptional client experiences.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×