Senior Client Relationship Associate
About The Position
A well-established, relationship-driven wealth management practice in the Coralville area is seeking a Senior Client Relationship Associate (Client Service Associate) to join its growing team. This is an opportunity for someone who wants to become a trusted part of clients' lives while building a long-term career with a respected organization. If you're passionate about building meaningful relationships, delivering exceptional service, and making a lasting impact, this may be the opportunity you've been looking for. This isn't a transactional client service position. It's a relationship-centered role where trust, follow-through, and genuine care matter just as much as technical knowledge. You'll become a trusted extension of the firm's advisors and an important part of clients' lives. As one of the firm's long-tenured Client Service Associates prepares for retirement after more than 30 years, the team is looking for someone who shares that same passion for people, exceptional service, and doing the little things that make a lasting difference—someone who helps clients feel known, not just served. Over time, you'll develop long-term relationships with families, attend client meetings, understand what's important to them, document key conversations, and ensure every commitment made during those meetings is carried through to completion. Candidates from wealth management, banking, insurance, legal, accounting, executive support, and other relationship-driven professional environments are encouraged to apply.
Requirements
- Approximately 8+ years in a professional office or client-facing environment.
- Experience in wealth management, banking, insurance, legal, accounting, executive support, or another professional services industry.
- Success in a relationship-driven professional environment is more important than prior wealth management experience.
- Training and licensing support are available for the right candidate.
- Financial licenses are welcomed but not required.
Nice To Haves
- Naturally builds trust and lasting relationships
- Has exceptional emotional intelligence and genuinely enjoys helping others
- Communicates with warmth, professionalism, and confidence
- Notices the small details that help clients feel valued and cared for
- Is comfortable having meaningful conversations while managing multiple priorities
- Embraces technology and enjoys learning new systems
- Takes ownership, follows through, and does what they say they'll do
Responsibilities
- Build meaningful, long-term relationships with clients and become one of their trusted points of contact
- Partner closely with wealth advisors and internal team members to deliver proactive, high-touch client service
- Attend client meetings, document conversations, action items, and follow-up commitments
- Anticipate client needs, proactively solve problems, and deliver exceptional follow-through
- Coordinate account servicing, financial transactions, transfers, and related paperwork while maintaining regulatory compliance
- Maintain accurate client records while ensuring confidentiality and attention to detail
- Serve as an additional point of contact for clients, addressing inquiries with professionalism and providing timely, accurate information
- Become proficient in the firm's systems and technology while continually expanding your knowledge of wealth management
- Demonstrate strong emotional intelligence and professionalism, contributing to a collaborative, respectful team culture
- Assist with special projects and other operational tasks, as needed
Benefits
- Fully paid health, dental, and vision insurance for employee (Family plans available)
- Fully paid short and long-term disability
- Life insurance (Eligible after 1 year of service)
- 401(k) dollar for dollar up to 5% employer match
- Discretionary 401(k) profit sharing
- Paid time off, including 10 observed holidays
- Continuing education opportunities to help grow your career
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
