Wealth Planning Client Services Specialist

mra; Pleasant Valley Township (IA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Health savings account

Life insurance

Paid time off

Parental leave

Professional development assistance

Tuition reimbursement

Vision insurance

Job summary

Nikulski Financial is seeking a on-site Client Service Coordinator in Bettendorf, IA. The role supports Financial Planners, handles client accounts, and ensures a high-quality client experience while complying with industry regulations.

Qualifications include a bachelor’s degree or related experience, and 1+ years in client service, preferably in financial services. Strong MS Office, CRM, and documentation skills are required.

Qualifications

• Bachelor’s degree preferred in business, marketing, or communications or related experience.
• 1+ years of client service experience, preferably in financial services.
• Proficiency with Microsoft Office, CRM, and document management systems.

Responsibilities

• Deliver responsive, professional service to clients across communications.
• Build trusted client relationships and handle account-related questions.
• Prepare for client meetings and coordinate follow-ups with Financial Planners.
• Support account openings, transfers, and maintenance following policies.
• Maintain accurate records and collaborate with Operations and Front Office.

Skills

Client service

Communication

Organizational skills

Discretion

Team player

Adaptability

Education

Bachelor’s degree in business/marketing/communications or related

Tools

Microsoft Office

CRM

Document management

Job description

Nikulski Financial is seeking a on-site Client Service Coordinator in Bettendorf, IA. The role supports Financial Planners, handles client accounts, and ensures a high-quality client experience while complying with industry regulations.

Qualifications include a bachelor’s degree or related experience, and 1+ years in client service, preferably in financial services. Strong MS Office, CRM, and documentation skills are required.