Client Services Manager

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

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

401(k) retirement plan with employer match

Paid vacation and personal days

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.

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