Client Service Assistant

Posted: 04/15/2024

Administrative, Support & Clerical

Job Title: Client Service Assistant
Company: iWealth
Location: Waseca, MN
Job Description: We are seeking a highly detail-oriented and organized individual to join our team as a Client Service Assistant. The ideal candidate will demonstrate our core values each day with our team and clients (humble, hard-working, trustworthy, client-centered, servants heart). The primary responsibilities of this position include:

Preparing and completing paperwork, including working side-by-side with clients and advisors
Following up and completing tasks identified by advisors from review meetings with clients
Providing accurate information to callers/clients based on our established procedures
Adhering to and reporting appropriately for compliance-related activities
Updating client files
Using systems/technology established in the office
Assisting with administrative tasks, including greeting walk-ins, answering the phone, opening/closing the office as needed, completing research activities as assigned, participating in iWealth events (summer picnic, iShred event, etc.), printing/imaging/copying as needed, as well as other tasks as assigned.

The successful candidate will have a high level of confidentiality and demonstrate good computer skills. Experience working with complex forms and paperwork is preferred, but not required. This person must be able to problem-solve and demonstrate a high level of follow-up and completion of tasks, and attention to detail.
You can apply by providing your resume through email at info@iwealth4me.com or delivering it in person at 213 15th Ave NE, Waseca, MN 56093. Please call 507-835-9111 with any questions.

Qualifications: Bachelors preferred (not required)
Compensation: Full-time position, competitive pay with quarterly and annual bonus opportunities, includes 401k with employer match, paid time off
Job Experience: Customer service 1 year preferred (not required)

About iWealth: iWealth is a financial management company that specializes in providing comprehensive and cohesive financial strategies for its clients. Our services cover all areas of financial management, including investment and retirement planning, risk management, and estate conservation. At iWealth, we believe in acting with a servant's heart and strive to uphold our core values of being humble, hardworking, trustworthy, and client-centered.