Client Service Associate

Modern Wealth Management • Glidden Township, IA

6d • Onsite

About The Position

The Client Service Associate serves as the first point of contact for clients and visitors and plays a key role in creating a welcoming, professional office environment. This position supports daily office operations while assisting clients, Advisors, and internal teams with administrative and service needs in the Glidden, Iowa office.

Requirements

• High school diploma or equivalent required
• Strong interpersonal and communication skills
• High level of organization and attention to detail
• Professional, reliable, and service-oriented demeanor
• Ability to manage multiple priorities in a fast-paced environment

Nice To Haves

• Associate’s or Bachelor’s degree preferred
• Previous experience in an administrative, receptionist, or customer service role preferred

Responsibilities

• Greet clients, visitors, and stakeholders and provide a positive first impression
• Manage front desk operations including phone calls, mail, and visitor coordination
• Answer and route incoming inquiries to appropriate team members
• Maintain a clean, organized, and professional reception area
• Support office logistics, meeting coordination, and administrative needs
• Assist Advisors and internal teams with general office and client service support
• Track and complete assigned tasks in a timely and organized manner
• Maintain confidentiality and adhere to company policies and procedures

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED