Expedition Tax and Accounting Services · 2 weeks ago
Associate Relationship Manger
West Des Moines, IA
Full-time
Onsite
New Grad, Entry Level
$45K/yr - $55K/yrExpedition Wealth Management is a growing financial services firm based in West Des Moines, dedicated to providing simple, secure financial solutions for our clients. As an Associate Relationship Manager, you’ll support client relationships, handle day-to-day client needs, and assist with client-facing meetings and events.
Accounting
Responsibilities
Build and strengthen client relationships by providing a “wow” client experience
Onboard new clients and support ongoing management of existing client accounts
Communicate proactively with clients to address questions and needs
Ensure forms and applications are completed accurately and with strong attention to detail
Handle post-issue service requests, including address updates, beneficiary changes, withdrawals, and RMD requests
Assist with preparation for and follow-up after client meetings
Track pending business and client requests to ensure timely resolution
Perform additional duties and special projects as needed
Qualification
Required
High school diploma required
Proficiency in Microsoft Office and related software
Strong organizational skills with the ability to prioritize multiple tasks effectively
High attention to detail with the ability to work under pressure and meet deadlines
Professional demeanor in both behavior and appearance
Persistence in delivering high-quality work and superior service to clients
Strong critical thinking and problem-solving abilities
Independent, self-starter with a strong sense of accountability
Preferred
Bachelor's degree preferred
Life and Health insurance licenses are highly preferred, or the ability to obtain within six months of employment
FINRA SIE is preferred, or the ability to obtain within 9 months of employment
Previous experience in the financial services industry is preferred
Basic knowledge of various investment accounts
Familiarity with IRAs and IRS regulations related to retirement plans
Benefits
Matching retirement plan
Health insurance
Paid holidays and vacation
Incentive trips
On-site workout facility and racquetball courts
Free tax return preparation
Company
Expedition Tax and Accounting Services
Tax services provided include: - Individual tax return preparation - Amending a tax return from a previous year - Business, Trust and Non-Profit tax return preparation - Audits, Reviews and Compilations - IRS Representation
Founded in 1957West Des Moines, Iowa, US
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase