Wealth Planning Support Coordinator

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

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Paid time off

Parental leave

Job summary

MRA Recruiting Services in Bettendorf, IA, on-site, is seeking a Nikulski Financial Client Service Coordinator to support wealth management and client experience. The role partners with Financial Planners and handles account-related needs with strict compliance to industry regulations.

Responsibilities include client inquiries, meeting preparation, account openings and transfers, and maintaining documentation.

Qualifications

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

Responsibilities

• Deliver responsive, professional, and accurate service to clients across communications.
• Build trusted relationships with clients and serve as a resource for account questions.
• Coordinate client meeting preparation, follow-up, and ongoing communication with Financial Planners.
• Process account openings, transfers, distributions, and maintenance per firm policies.
• Ensure client documentation is complete, accurate, and properly maintained throughout the lifecycle.
• Maintain records in firm systems and leverage tools to improve efficiency and client experience.

Skills

Client service

Communication skills

Organizational skills

Discretion

Team collaboration

Education

Bachelor’s degree in business/marketing/communications

Tools

Microsoft Office

CRM

Job description

MRA Recruiting Services in Bettendorf, IA, on-site, is seeking a Nikulski Financial Client Service Coordinator to support wealth management and client experience. The role partners with Financial Planners and handles account-related needs with strict compliance to industry regulations.

Responsibilities include client inquiries, meeting preparation, account openings and transfers, and maintaining documentation.