Client Services Consultant
West Des Moineshybridmid
Posted 1w ago · via Workday
About this role
Job Summary Key Deliverables and Responsibilities WealthPlanners is seeking an experienced Client Service Advisor to join our growing team. In this role, you'll serve as a key partner to financial advisors and clients, delivering high-touch service, supporting financial planning activities, and helping ensure an exceptional client experience. The ideal candidate has a strong background in financial services, excels at building relationships, thrives in a collaborative environment, and enjoys solving complex client needs. What You'll Do: Client Service & Relationship Management Deliver exceptional service by addressing client questions and providing timely solutions. Research and resolve complex client service issues while keeping advisors informed of progress and outcomes.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in West Des Moines. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included