Sparks Financial

Client Service Associate

Des Moines, IA · Contract

Sponsorship not specified$55k-$65kDetected 7 days ago

Communication

About the role

The Client Service Associate will assist in the relationship and management of client's household planning alongside Private Wealth Advisor, Associate Private Wealth Advisor, and/or Private Wealth Service Advisor.
Prepare presentation material for client and prospect meetings with high level of attention to detail.
Complete all follow up/action items that arise during client interactions, including servicing items and ownership from start-to-finish of all operational procedures.

This role is responsible for utilizing operational knowledge in risk, investments, and planning to help execute and implement workflow items to achieve client's goals.
of the Role Support advising teams in all aspects of client relationship management, including client/household scheduling, servicing, and ensuring client information is correct and consistent.
Attend client meetings to support our advising teams with memorialization of meeting notes and action items.
Improper interference with the ability of Sparks Financial employees to perform their job duties may result in discipline up to and including discharge.
Our mission is to help people define, build, and enjoy prosperous lives, and we are honored to be a member of the Northwestern Mutual Private Client Group to bring this mission to life.

Long Term Care License Required (or earned within determined frequency after hire).
Ability to receive, prioritize, and complete workflow items regarding current financial situations and goals.
Demonstrated ability to work collaboratively with multiple business units, sourcing necessary information, and organizing deliverables in a consistent and concise manner.
Demonstrated ability to handle the execution of confidential and time sensitive information.

What You Will Bring to the Team 1-2 years in financial services preferred, experience in financial planning is a plus.
FINRA SIE, Series 6 or 7, and Series 63 Licenses preferred.

Exemplify excellent communication skills across multiple business units, working collaboratively towards client goals with key stakeholders.
Excellent communication and interpersonal skills.

We are recognized by Barron's, Forbes, and Denver Business Journal as one of the top wealth management firms in the country, managing over $2 billion for clients nationally.

This listing is sourced directly from Sparks Financial's careers page and normalized into a canonical job model.