Client Services Manager

Job Overview

Client Services Manager
Peosta, IA  |  Full-Time, In-Person  |  Non-Licensed

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 Friday off at 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.