Associate Relationship Manger at Expedition Tax & Accounting Services

Job Description:

Latest job information from Expedition Tax & Accounting Services for the position of Associate Relationship Manger. If the Associate Relationship Manger vacancy in West Des Moines matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Expedition Tax & Accounting Services for the position of Associate Relationship Manger below matches your qualifications.

Associate Relationship Manager

Expedition Wealth Management | West Des Moines, Iowa

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

Position Type:

Full-Time

Benefits:

• Matching retirement plan
• Health insurance
• Paid holidays and vacation
• Incentive trips
• On-site workout facility and racquetball courts
• Free tax return preparation

Job Info:

• Company: Expedition Tax & Accounting Services
• Position: Associate Relationship Manger
• Work Location: West Des Moines
• Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Associate Relationship Manger at the office West Des Moines above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.