Job Description
Client Service Associate
Location: Glidden, IA
Department: Client Services
Reports To: Client Service Manager
Job Overview
The Client Service Associate serves as the first point of contact for clients and visitors and plays a key role in creating a welcoming, professional office environment. This position supports daily office operations while assisting clients, Advisors, and internal teams with administrative and service needs in the Glidden, Iowa office.
Key Responsibilities
- Greet clients, visitors, and stakeholders and provide a positive first impression
- Manage front desk operations including phone calls, mail, and visitor coordination
- Answer and route incoming inquiries to appropriate team members
- Maintain a clean, organized, and professional reception area
- Support office logistics, meeting coordination, and administrative needs
- Assist Advisors and internal teams with general office and client service support
- Track and complete assigned tasks in a timely and organized manner
- Maintain confidentiality and adhere to company policies and procedures
Qualifications
- High school diploma or equivalent required
- Associate’s or Bachelor’s degree preferred
- Previous experience in an administrative, receptionist, or customer service role preferred
- Strong interpersonal and communication skills
- High level of organization and attention to detail
- Professional, reliable, and service-oriented demeanor
- Ability to manage multiple priorities in a fast-paced environment
Equal Employment Opportunity Statement
We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process.