Expedition Tax and Accounting Services
Associate Relationship Manger
Expedition Tax and Accounting Services, West Des Moines, Iowa, United States, 50265
Associate Relationship Manager
Expedition Wealth Management is a growing financial services firm based in West Des Moines, dedicated to providing simple, secure financial solutions for our clients. As we continue to expand, we’re looking for enthusiastic, motivated professionals who want to make an impact, grow their careers, and be part of a collaborative, high-performing team.
About the Role Are you organized, detail-oriented, and energized by a fast-paced environment? As an Associate Relationship Manager, you’ll work side by side with a Relationship Manager to support client relationships and deliver a seamless, high-quality client experience. You’ll handle day-to-day client needs, provide administrative and operational support, and assist with client-facing meetings and events.
This role requires strong time-management skills, adaptability, and a client-first mindset. Our office operates Monday through Saturday, with a typical workweek of
40–50 hours
(averaging around
45 hours ), including
1–2 Saturdays per quarter
from
9:00 AM to 1:00 PM .
Key Responsibilities
Build and strengthen client relationships by providing a “wow” client experience
Onboard new clients and support ongoing management of existing client accounts
Communicate proactively with clients to address questions and needs
Ensure forms and applications are completed accurately and with strong attention to detail
Handle post-issue service requests, including address updates, beneficiary changes, withdrawals, and RMD requests
Assist with preparation for and follow-up after client meetings
Track pending business and client requests to ensure timely resolution
Perform additional duties and special projects as needed
Education & Licensure
Bachelor’s degree preferred; high school diploma required
Life and Health insurance licenses are highly preferred, or the ability to obtain within six months of employment
FINRA SIE is preferred, or the ability to obtain within 9 months of employment
Qualifications
Previous experience in the financial services industry is preferred
Basic knowledge of various investment accounts
Familiarity with IRAs and IRS regulations related to retirement plans
Required Skills
Proficiency in Microsoft Office and related software
Strong organizational skills with the ability to prioritize multiple tasks effectively
High attention to detail with the ability to work under pressure and meet deadlines
Professional demeanor in both behavior and appearance
Persistence in delivering high-quality work and superior service to clients
Strong critical thinking and problem-solving abilities
Independent, self-starter with a strong sense of accountability
Compensation $45,000-$55,000 per year, depending on experience
Benefits
Matching retirement plan
Health insurance
Paid holidays and vacation
Incentive trips
On-site workout facility and racquetball courts
Free tax return preparation
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Management and Finance
Industry Accounting and Financial Services
Location West Des Moines, IA
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Expedition Wealth Management is a growing financial services firm based in West Des Moines, dedicated to providing simple, secure financial solutions for our clients. As we continue to expand, we’re looking for enthusiastic, motivated professionals who want to make an impact, grow their careers, and be part of a collaborative, high-performing team.
About the Role Are you organized, detail-oriented, and energized by a fast-paced environment? As an Associate Relationship Manager, you’ll work side by side with a Relationship Manager to support client relationships and deliver a seamless, high-quality client experience. You’ll handle day-to-day client needs, provide administrative and operational support, and assist with client-facing meetings and events.
This role requires strong time-management skills, adaptability, and a client-first mindset. Our office operates Monday through Saturday, with a typical workweek of
40–50 hours
(averaging around
45 hours ), including
1–2 Saturdays per quarter
from
9:00 AM to 1:00 PM .
Key Responsibilities
Build and strengthen client relationships by providing a “wow” client experience
Onboard new clients and support ongoing management of existing client accounts
Communicate proactively with clients to address questions and needs
Ensure forms and applications are completed accurately and with strong attention to detail
Handle post-issue service requests, including address updates, beneficiary changes, withdrawals, and RMD requests
Assist with preparation for and follow-up after client meetings
Track pending business and client requests to ensure timely resolution
Perform additional duties and special projects as needed
Education & Licensure
Bachelor’s degree preferred; high school diploma required
Life and Health insurance licenses are highly preferred, or the ability to obtain within six months of employment
FINRA SIE is preferred, or the ability to obtain within 9 months of employment
Qualifications
Previous experience in the financial services industry is preferred
Basic knowledge of various investment accounts
Familiarity with IRAs and IRS regulations related to retirement plans
Required Skills
Proficiency in Microsoft Office and related software
Strong organizational skills with the ability to prioritize multiple tasks effectively
High attention to detail with the ability to work under pressure and meet deadlines
Professional demeanor in both behavior and appearance
Persistence in delivering high-quality work and superior service to clients
Strong critical thinking and problem-solving abilities
Independent, self-starter with a strong sense of accountability
Compensation $45,000-$55,000 per year, depending on experience
Benefits
Matching retirement plan
Health insurance
Paid holidays and vacation
Incentive trips
On-site workout facility and racquetball courts
Free tax return preparation
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Management and Finance
Industry Accounting and Financial Services
Location West Des Moines, IA
#J-18808-Ljbffr