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Client Service Specialist - Part-Time - Clive, IA

Job

Lincoln Savings Bank

West Des Moines, IA (In Person)

Part-Time

Posted 3 weeks ago (Updated 2 weeks ago) • Actively hiring

Expires 6/15/2026

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Job Description

Job Responsibilities:
The Client Service Specialist provides service to existing Wealth Management clients, as well as assists advisors with appointment preparation, and develops new business leads and cases from existing client base. Provides administrative assistance to the Wealth Management Sr. Financial Advisors. Fields calls from existing and prospective clients for basic inquiries regarding their accounts and products held with LSB Financial Wealth Management. Offers day to day service to clients and facilitates the completion of tasks necessary to administer their accounts such as; trades, simple distributions, simple contributions, etc. Answers client questions regarding their accounts. Successfully uncovers additional opportunities and cross-sells products to existing clients. Helps advisors with appointment preparation including; reviewing notes from previous meetings, preparing client appointment agendas, preparing portfolio review and proposal reports, preparing product quotes and illustrations for advisors. Assists advisors with maintenance of customer data base and client management software as well as any necessary after appointment work. Participates in civic, community, and networking events for the purpose of cultivating productive relationships for Lincoln Savings Bank.
Necessary Skills and Attributes:
1-3 Years Investment Banking Experience Preferred In depth knowledge base of products and services as they relate to the investment business Multi-tasking ability and attention to detail Ability to obtain securities and be in good standing with FINRA and the SEC Effective written and verbal communication skills Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)