Client Services Manager (Peosta)

We're Hiring | Client Services Manager — Goldfinch Wealth Management | Peosta, IA

Goldfinch Wealth Management is growing, and we're looking for a detail-oriented, client-focused professional to join our financial services team as a full-time, in-person Client Services Manager in our Peosta, Iowa office. We believe in hiring passionate, hard-working, positive individuals and are looking for excellence.

This is a non-licensed operational and client support role — ideal for someone with a background in financial services, banking, or insurance administration who thrives on organization, precision, and delivering exceptional client experience. There is plenty of room for growth.

What you'll do:
Handle inquiries including account notifications, cash management, RMD outreach, annual review scheduling, issue resolution, signing documents
Prepare and submit new account documentation, ensuring all materials are complete for processing
Coordinate and track rollovers and transfers (manual and ACAT) to ensure timely completion
Guide clients through the onboarding process, coordinating paperwork, account setup, and follow-through to ensure a seamless experience
Identify client needs and refer clients seeking financial guidance to advisors
Maintain operational excellence through ongoing training on policies, procedures, platforms, and service best practices

What we're looking for:
2+ years in a client services, operations, or administrative role
Associate's or Bachelor's degree (business, accounting, or finance preferred)
Strong attention to detail, organizational, and communication skills
Proficiency with Microsoft Office Suite
Experience managing client onboarding workflows, account documentation, or operational processes in a service-driven environment
Prior experience with LPL Financial and ClientWorks, CRM platforms, or other financial services software preferred
Ability to handle confidential client information with discretion and professionalism

Location:

Peosta, IA (in-person required)
Hours:

Full-time | Monday–Friday, standard business hours with the exception of Fridays (8:00 a.m. -

Noon)
Compensation:

Starting at $52,000+, commensurate with experience
✨

Benefits include:
401(k) retirement plan with employer match
Paid vacation and personal days
Health insurance (negotiable)

To apply:

Submit your resume to Brooke Gassman at brooke.gassman@richmondis.com or Goldfinch Wealth Management, 470 W. 4 th

Street, Dubuque, IA 52001

***A background check and fingerprinting are required as a condition of employment.

Goldfinch Wealth Management is a branch of Richmond Investment Services. Investment Advisory Services are offered through Richmond Investment Services, LLC, a registered investment adviser. Securities are offered and sold through LPL Financial. Richmond Investment Services, LLC and LPL Financial are not associated entities.