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26Jan

Client Relationship Manager

Honkamp Krueger Financial Services, Inc, Dubuque, IA

HK Financial Services (HKFS), a top 100 wealth manager, (Forbes, 2015) is seeking a client relationship manager in the Dubuque territory.

Key responsibilities:

  • Deepening relationships with current client base
  • Assisting financial planning consultants with monitoring portfolio investments
  • Proactively identifying and resolving client issues
  • Ensuring accounts are properly invested
  • Managing Investment Policy Statement (IPS) database
  • Performing research pertaining to client and/or financial planning consultant's requests
  • Assisting with general administrative responsibilities

The ideal candidate:

We're interested in self-motivated individuals with the ability to deliver exceptional client service.

This role requires:

  • Bachelor's degree
  • At least 3 years of wealth management experience
  • Willing to take FINRA licensing exams

What we offer:

We offer a competitive wage and benefits package that includes health/dental/vision insurance and 401k Plan. Our benefits package also includes a minimum of 11 days of paid time off, birthday PTO, 8 observed holidays, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Community service participation opportunities
  • Opportunities to develop new skills and progress your career
  • Flexible schedules
  • Mentoring programs
  • Wellness programs

What does a career with HK mean exactly? Check out our video at https://youtu.be/FHOS25wjWXg.

EOE

 

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Job Details

Req Num --
ID 486531
Location
Dubuque, IA
Positions 1
Type
--
Status
--
Pay --
Categories
Banking/Mortgage/Financial Services
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Holidays

Preferred Candidates

Years of Experience --
Education --

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