More jobs:
Client Experience Coordinator; Wealth Management
Job in
Cedar Rapids, Linn County, Iowa, 52404, USA
Listed on 2026-01-12
Listing for:
Baird
Full Time
position Listed on 2026-01-12
Job specializations:
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Customer Service/HelpDesk
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Administrative/Clerical
Business Administration
Job Description & How to Apply Below
A financial services firm in Cedar Rapids is seeking a Client Assistant to support Financial Advisors and enhance client service. Responsibilities include coordinating onboarding, managing communications, and organizing client events. Candidates should have 2+ years of experience and a focus on client service. Proficiency in Microsoft Office and strong communication skills are essential. This role is full-time and entry-level, with opportunities for licensure training provided by the firm.
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