Client Service Associate

4 days ago


Des Moines, Iowa, United States Smith + Frieberg Financial Full time
About the Role

We are looking for a skilled Administrative Coordinator to join our team at Smith+Frieberg Financial.

This role offers a competitive salary of $62,000 per year and is based in Des Moines, Iowa.

The successful candidate will be responsible for providing top-notch administrative support to our team, including managing client relationships, preparing documents, and maintaining accurate records.

Responsibilities
  • Schedule Management: Coordinate client meetings and appointments, ensuring seamless scheduling and minimal conflicts.
  • Document Organization: Prepare and organize documents for client meetings, guaranteeing accuracy and accessibility.
  • Data Entry: Accurately record and update client data across platforms, safeguarding confidentiality and compliance.


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