Wealth Data & Operations Specialist

Insurance Administrative Solutions, L.l.c.; Urbandale (IA); On-site; USD 60,000 - 75,000; Full time

Job summary

Integrity, LLC seeks a Wealth Service Associate to understand data flow through Black Diamond, RCI and CRM Wealth Platform, organize data, and initiate reporting for internal and external clients.

You will review accounts, assign to teams, ensure data accuracy, support Advisors, and produce weekly satisfaction metrics while collaborating with leaders.

This role requires attention to detail, strong communication, and experience with wealth reporting tools and broker‑dealer processes.

Qualifications

• 2–4 years of Financial Services/Wealth Management experience.
• 1+ years with Wealth Reporting, CRM and industry platforms (e.g., Pershing, Schwab, Fidelity).
• Experience with Black Diamond or equivalent reporting tool is required.
• Four-year degree or equivalent education/experience in Business/Finance.

Responsibilities

• Review new accounts and tag to designated reps and leadership.
• Assign accounts to teams and households.
• Review data for accuracy across platforms and update as needed.
• Serve as the primary contact for Advisors on accounts and transactions.
• Handle escalated requests to resolve issues and maintain satisfaction.
• Facilitate data flow from Black Diamond to other systems and verify transfers.
• Monitor and report data quality and customer satisfaction weekly.
• Report findings to stakeholders and leaders.

Skills

Customer service

Written & verbal communication

Prioritize & manage deadlines

Attention to detail

Data qualification

Broker-dealer & RIA processes

Education

Four-year college or university program certificate in Business, Finance or related field

Tools

Wealth Reporting

CRM systems

Pershing/Schwab/Fidelity platforms

Black Diamond Wealth Platform

Job description

Integrity, LLC seeks a Wealth Service Associate to understand data flow through Black Diamond, RCI and CRM Wealth Platform, organize data, and initiate reporting for internal and external clients.

You will review accounts, assign to teams, ensure data accuracy, support Advisors, and produce weekly satisfaction metrics while collaborating with leaders.

This role requires attention to detail, strong communication, and experience with wealth reporting tools and broker‑dealer processes.