Wealth Management Client Service Associate
DSB Rock Island
Job Description
Job Description
Support the client service experience of a Top 25 Twin Cities CPA & Wealth Management firm—where relationships, responsiveness, and operational excellence matter.
DSB Rock Island is hiring a Wealth Management Client Service Associate to support retirement plan administration, insurance operations, and wealth management client service in a collaborative, growth-focused environment.
What You’ll Do
- Support 401(k) administration and retirement plan operations
- Assist with insurance applications, claims, and policy servicing
- Coordinate client service requests and follow-up activities
- Maintain service calendars, records, and account documentation
- Prepare reports, spreadsheets, and client meeting materials
- Support financial administration and account maintenance
- Partner with advisors and operations leadership to deliver exceptional client service
What We’re Looking For
- Strong organization and attention to detail
- Client-first mindset with strong communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Process improvement and problem-solving mindset
- Proficiency in Microsoft Office and Adobe Acrobat
Education & Experience
- 2+ years of administrative and/or operations experience in professional services or accounting
- Associate or Bachelor’s degree preferred
Why DSB Rock Island?
Join a collaborative, people-centered firm with EOS® clarity and accountability, modern technology, and meaningful opportunities for professional growth. If you value integrity, mastery, and service, you’ll find the support you need here every step of the way.
How We Operate EOS®
Clear expectations. Data-driven decisions. Continuous improvement. Ownership and accountability.
DSB Rock Island is an equal opportunity employer.
Vacancy posted 17 days ago
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