Client Relationship Advisor for Growth & Support

Integrity; Urbandale (IA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation package

Family-like work environment

Professional development opportunities

Job summary

Integrity in Urbandale, Iowa is seeking an Advisor Relationship Manager to serve as a key point of contact for clients and provide exceptional customer experiences. Ideal candidates will have two to four years of financial industry experience and strong communication skills.

This role involves supporting clients with brokerage operations and providing training on technological systems. Join Integrity, a leader in life, health, and wealth insurance, and contribute to a culture that prioritizes personal growth and employee support.

Qualifications

• Two to four years of Financial Industry experience is required.
• Associate’s degree or equivalent combination of education and experience.
• Iowa Insurance license required within the first 60 calendar days of employment.

Responsibilities

• Serve as a key contact for customers and resolve complex issues.
• Provide support with brokerage operations and advisory accounts.
• Train clients on various technological systems.

Skills

Effective communication

Customer service experience

Troubleshooting skills

Desire to learn

Education

Associate’s degree or equivalent experience

Two to four years of Financial Industry experience

Tools

CRM (Client Relationship Management) tool

Job description

Integrity in Urbandale, Iowa is seeking an Advisor Relationship Manager to serve as a key point of contact for clients and provide exceptional customer experiences. Ideal candidates will have two to four years of financial industry experience and strong communication skills.

This role involves supporting clients with brokerage operations and providing training on technological systems. Join Integrity, a leader in life, health, and wealth insurance, and contribute to a culture that prioritizes personal growth and employee support.