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Wealth Management Client Support Specialist

Farm Bureau Financial Services

Farm Bureau Financial Services in West Des Moines, IA, is seeking a Wealth Management Support Specialist to assist Wealth Management Advisors and Consultants throughout the sales process, onboarding, and ongoing client servicing. This role emphasizes accuracy, client communication, and collaboration with the advisory team. Candidates should have at least two years in financial services, strong MS Office skills, and the ability to handle complex issues with limited advisor involvement, while #J-18808-Ljbffr Farm Bureau Financial Services

Vacancy posted 2 days ago
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