Client Service Associate
stifel
FULL TIME
Client Service Associate
syversonstrege· CSA
About this role
Job Purpose and Summary
The Client Service Associate supports Syverson Strege’s mission of building caring relationships that empower those we serve to lead fulfilling lives. This role provides essential operational and administrative support to Financial Planners and Associate Financial Planners, helping deliver comprehensive financial planning and investment management services with an exceptional client experience.
Responsibilities
- Enter post-meeting action items in the firm’s CRM system to ensure timely completion.
- Schedule client meetings and manage planning team calendars.
- Prepare paperwork and documentation for new accounts, account updates, and other service requests.
- Facilitate account transfers, money movements, and other operational processes with custodians and vendors.
- Provide prompt, professional communication with clients and team members.
- Maintain accurate client records and uphold confidentiality standards.
- Assist with ad hoc projects, research, and administrative support as needed.
- Update client information in financial planning and investment management software (as needed).
- Take notes during client meetings and capture key outcomes (as needed).
Qualifications
- Bachelor’s degree required.
- 1–3 years of experience in financial services industry (preferred).
- Strong analytical and problem-solving skills.
- Excellent organizational and time-management abilities; able to prioritize tasks, meet deadlines, and handle detail-sensitive work.
- Strong written and verbal communication skills.
- Proficient in Microsoft Office Suite; ability to learn financial calculators, CRM systems, and planning tools quickly.
The Ideal Candidate
- Demonstrates a genuine passion for supporting both clients and the advisory team.
- Upholds and reinforces the firm’s core brand promise: “we only work for you.”
- Highly reliable, with a strong track record of following through on commitments.
- Collaborative team player who contributes positively to the firm’s culture.
- Professional, client-focused demeanor with exceptional interpersonal skills.
Frequently Asked Questions
Is the salary disclosed for the Client Service Associate position at syversonstrege?
The salary for this Client Service Associate role at syversonstrege is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Service Associate position at syversonstrege located?
This Client Service Associate role at syversonstrege is based in West Des Moines, Iowa, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Service Associate role at syversonstrege full-time or part-time?
This is listed as a Full Time position. It is posted as a Client Service Associate role in the CSA department at syversonstrege.
Which team or department does the Client Service Associate at syversonstrege belong to?
This Client Service Associate position is part of the CSA department at syversonstrege. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Service Associate position at syversonstrege?
Click the "Apply Now" button on this page. You will be redirected to syversonstrege's official application portal hosted on bamboohr where you can submit your application directly.
When was the Client Service Associate job at syversonstrege posted?
This Client Service Associate position at syversonstrege was posted on Jun 9, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Service Associate
syversonstrege
You'll be redirected to syversonstrege's official application page on bamboohr.