Client Service Associate

We are seeking a dedicated Client Service Associate to join our team in Urbandale, Iowa. In this role, you will serve as the primary point of contact for clients, providing exceptional service and support to meet their financial needs.Responsibilities includeaddressing client inquiries promptly and professionally,assisting with account setup, updates, and maintenance,coordinating with internal teams to ensure client requests are fulfilled accurately,educating clients on our products and services,maintaining accurate records and documentation of client interactions,andidentifying opportunities to enhance client satisfaction and loyalty.Successful candidates will demonstrate strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment. A proactive attitude and problem-solving mindset are essential.Benefits include competitive compensation, health and wellness plans, retirement options, paid time off, and ongoing professional development opportunities. Join us to build meaningful client relationships and grow your career in a supportive team environment.