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Office Administrator/ Coordinator

Client Services Associate – Private Wealth

Job in Cedar Rapids, Linn County, Iowa, 52404, USA
Listing for: Baird
Full Time position
Listed on 2026-01-13
Job specializations:
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Cedar Rapids is seeking a Client Assistant to deliver outstanding client service and operational support for Financial Advisors. Responsibilities include coordinating onboarding, managing communications, and assisting with account operations. Ideal candidates have 2+ years of experience and strong organizational skills. Successful applicants will study for industry licensures.

This role offers comprehensive training and the opportunity to significantly impact client satisfaction and success.
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Position Requirements
10+ Years work experience
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