Client Experience Coordinator (Wealth Management)

A financial services firm in Cedar Rapids is seeking a Client Assistant to support Financial Advisors and enhance client service. Responsibilities include coordinating onboarding, managing communications, and organizing client events. Candidates should have 2+ years of experience and a focus on client service. Proficiency in Microsoft Office and strong communication skills are essential. This role is full-time and entry-level, with opportunities for licensure training provided by the firm. #J-18808-Ljbffr