Description
Nikulski Financial is hiring an on-site Client Service Coordinator in Bettendorf, Iowa, to support wealth management and financial planning clients. The role coordinates client meetings, handles account access and transaction requests, maintains client records and documentation, processes account openings and transfers, and partners with Financial Planners, Operations staff, and custodians. The position requires a bachelor’s degree preferably in business, marketing, or communications or related experience, at least one year of client service experience, and proficiency with Microsoft Office, CRM, and document management. The schedule is Monday through Thursday from 8:00 a.m. to 5:30 p.m. and Friday from 8:00 a.m. to 3:00 p.m., with a salary of $50,000 to $60,000 per year and health, dental, vision, retirement, and other benefits.
