Client Services Specialist

Discerning Wealth, a private wealth advisory practice of Ameriprise Financial, located in Cedar Falls, Iowa, has an immediate opening for a full-time Client Services Specialist. This position plays a critical role in helping to coordinate Back Office activity and in assisting advisors with a strong focus on providing the ultimate client experience. The Client Services Specialist will engage in client-servicing activity on a day-to-day basis with specific emphasis on prepping client meetings under the direction of our financial advisors. This role necessitates exceptional collaboration and highly effective communication skills. To be successful in this role you will also possess the following characteristics:

  • Emotional maturity that reflects empathy, concern and genuineness in all client interfaces
  • A strong servant mentality with a passion and desire to help others
  • Ability to work smart
  • Is willing to lean in and learn
  • Ability to manage confidential information with discretion
  • Demonstrates true professionalism and the highest level of personal integrity
  • Proficient in use of Microsoft Office applications, specifically Excel and Outlook
The starting annual salary range for this position is $37,000 to $40,000, dependent on related experience. We offer a full, comprehensive benefits package and a bonus structure based on goal achievement. We are looking for that right person who wants to work with an established company in the Cedar Valley and have opportunity for future growth and development. 

At Discerning Wealth, we value our clients' confidence in us, and we are dedicated to helping clients achieve their financial goals. If you would like to join our team, please forward your resume and cover letter telling us about yourself via email to 

Type of Employment: Full-Time

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