MCGLADREY & PULLEN LLP RSM US LLP Wealth Management Client Service Represe in DES MOINES, Iowa
This position is a part of the growing Des Moines, IA office of RSM US Wealth Management LLC and will work with advisors and other team members to serve a client base consisting of high net worth families and business owners.Responsibilities:Assist with multiple client and practice related projects at one timeMonitor deposits/withdrawals and cash balances, assist with the portfolio rebalance process as necessary to accommodate the changes in cash positionPrepare & facilitate reports for client review meetings and quarterly client reportsConsistently follow procedures to be compliantMaintain electronic linking of client investment accountsBe the primary person responsible for scheduling client review meetings between clients and advisorsPrepare forms relating to client accounts and transactionsWork effectively as part of a teamMaintain database in CRM with client informationBasic Qualifications:Good communication skills for working with clients and team members2 year degree in a financial planning related field (business, tax, finance, or accounting) or equivalent work experienceWork experience of 3 or more years in a Wealth Management, Tax or Financial Services related industryMust be very detail orientedAcceptable compliance record in prior position(s)Ability to work, efficiently, effectively, and independently in order to see projects through to conclusionHigh proficiency in Microsoft Office including Outlook and ExcelPreferred Qualifications:Experience with Schwab Institutional, eMoney Advisor, Microsoft's CRM, Black Diamond, and other financial planning software toolsBasic knowledge of investmentsAdvanced experience with Microsoft officeExcellent verbal and written communication skillsDemonstrated client service skillsStrong mathematical and analytical skillsStrong attention to detail, accuracy and problem solving skillsExcellent organizational skills with the ability to prioritize multiple tasks, projects and assignmentsSelf-motivated, strong work ethic and possess a sense of urgencyStrong ethical and professional standardsFlexibility, adaptability and strong team orientationYou want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.Experience RSM US. Experience the power of being understood.Job ID req4632Line of Business: Wealth ManagementSubFunction: Family Wealth Services - WMJob Type: Full TimeReq #: req4632Location: Suite 640, 400 Locust Street, Des Moines, IA USRegion: Central RegionJob Category: Wealth ManagementEmployment Type: ExperiencedDegree Required: AssociateTravel: NoRSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.