UNKNOWN

FEED

This role combines customer service, financial services knowledge, and analytical problem-solving to help advisors effectively leverage reporting technology, interpret performance data, and deliver meaningful reporting experiences to their clients. Analyze and resolve advisor and client reporting concerns, including performance calculations, account data discrepancies, data integrity issues, and platform-related inquiries, while delivering exceptional customer service.

EPC Eneric Petroleum

Performance Reporting Consultant

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Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. Director, Retirement Plan Business Development is a leadership role responsible for driving revenue growth across Retirement Plan Advisory Services (RPAS) by owning advisor engagement, internal wholesaling, and end-to-end new business execution.

Choreo

Director, Retirement Plan Business Development

GreenHouseAPI

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel Financial Corp

Client Service Associate NR

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FULL_TIME

Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. Salary Range: $104400 - $187200 / year Salary Details: The following locations are examples of market-specific salary ranges across different geographies.

YEAR

Principal Financial Group

Senior Privacy Specialist (Broker-Dealer)

[AW]-iCims

Recognized as one of CBJ’s Coolest Places to Work and honored with the Training APEX Award , Forbes: Best Employers for New Grads , and WayUp: Top 100 Internships , our office combines industry-leading training with a culture of growth and inclusion. Beyond professional growth, we are deeply committed to giving back, supporting causes like Alex’s Lemonade Stand, the University of Iowa Stead Family Children’s Hospital, and pediatric cancer research through local events that make a lasting impact.

Northwestern Mutual - Cedar Rapids

Financial Planner Career Changer Opportunity

What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel

Client Service Associate - NR

The Work: Program Delivery Leadership - Lead end-to-end delivery of Salesforce transformation programs, ensuring successful outcomes across scope, schedule, budget, quality, and client expectations. You are comfortable leading complex Financial Services Salesforce programs and serving as the trusted advisor to senior client stakeholders while directing high-performing delivery teams.

Accenture Plc

Salesforce Delivery Lead - Financial Services

Serve as an administrative point of contact for internal and external stakeholders; gather information, coordinate communications, schedule follow-ups, route requests, and escalate matters requiring legal, business, or management input. Collect, track, and maintain vendor financial and administrative information, including tax forms, payment details, invoice support, fee schedules, vendor setup materials, and other onboarding and payment records.

Procurement Coordinator

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Service Desk: Provide customer-focused technical support by phone, chat, email, and in person; troubleshoot common account, Microsoft 365, Windows, peripheral, and virtual-desktop issues; assist with tickets, device setup, onboarding, knowledge articles, and self-service resources. Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes.

HOUR

IT Operations Intern - Service Desk, Infrastructure, Prod Support

As the primary contact point for your assigned business unit, you’ll have the opportunity to work closely with our front-line leaders and their teams, building strong, influential partnerships and providing innovative solutions to complex HR challenges. Strategic Partnership: Collaborate with business leaders to understand their goals and challenges, and provide strategic HR guidance to achieve organizational objectives and foster long term relationships.

Human Resources Business Partner

As a Service Experience Consultant , you'll serve as a trusted partner to Financial Professionals, their staff, clients, and fellow associates by delivering responsive, accurate, and solution-focused support. Research issues, identify solutions, and collaborate with business partners and subject matter experts to resolve routine, complex, or escalated requests.

Service Experience Consultant

Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. This internship provides hands-on exposure to financial services operations, supervision, relationship management, data analysis, technology adoption, and process improvement while building analytical, problem-solving, and professional skills.

Advocacy & Supervision Intern

Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. This internship provides hands-on experience in accounting operations, compensation processing, financial systems, data validation, and process improvement while contributing to strategic projects that affect the department.

Accounting Intern

Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. The internship also offers hands-on experience coordinating the internship program, facilitating events, communicating with interns, and supporting recruiting, onboarding, business support, HR systems, and daily HR operations.

HR Intern

You will serve as a coach, mentor, and change champion, helping associates navigate evolving business priorities while maintaining a strong focus on service quality, operational effectiveness, and team engagement. This role is ideal for a proven leader who thrives in a dynamic environment, embraces change, drives accountability, and develops high-performing teams.

Financial Operations Supervisor

In this role, you will partner with Client Experience Leadership and teams across the organization to understand client needs, identify opportunities for improvement, and implement solutions that strengthen relationships and business outcomes. Cambridge is seeking a Client Experience Senior Consultant who can bring people together, lead continuous improvement initiatives, and help create more seamless and memorable client experiences.

Client Experience Senior Consultant

Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial services industry while working on meaningful projects that contribute to business outcomes. The intern will contribute to filming, editing, podcasts, events, and other video content, and learning to support projects and collaborate with internal partners and senior leaders in a fast-paced corporate environment.

Videography Intern

Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. Current undergraduate student pursuing Computer Science, Computer Information Systems, Computer Engineering, Software Engineering, Management Information Systems, Mathematics, Applied Mathematics, or a related field.

Software Engineering Intern

The Specialist plays a key role in interpreting policies and procedures, resolving service issues efficiently, and collaborating with internal teams to enhance processes and improve client experience. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country.

Wealth Advisor Jobs in Iowa

Performance Reporting Consultant EPC Eneric Petroleum

Director, Retirement Plan Business Development Choreo

Client Service Associate NR Stifel Financial Corp

Senior Privacy Specialist (Broker-Dealer) Principal Financial Group

Financial Planner Career Changer Opportunity Northwestern Mutual - Cedar Rapids

Client Service Associate - NR Stifel

Salesforce Delivery Lead - Financial Services Accenture Plc

Procurement Coordinator EPC Eneric Petroleum

IT Operations Intern - Service Desk, Infrastructure, Prod Support EPC Eneric Petroleum

Human Resources Business Partner EPC Eneric Petroleum

Service Experience Consultant EPC Eneric Petroleum

Advocacy & Supervision Intern EPC Eneric Petroleum

Accounting Intern EPC Eneric Petroleum

HR Intern EPC Eneric Petroleum

Financial Operations Supervisor EPC Eneric Petroleum

Client Experience Senior Consultant EPC Eneric Petroleum

Videography Intern EPC Eneric Petroleum

Software Engineering Intern EPC Eneric Petroleum

Service Experience Specialist EPC Eneric Petroleum

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