About this role
Client Service Specialist - Ankeny or Des Moines, IA at Lincoln Savings Bank. Location: Ankeny or Des Moines or Clive. Role: serving clients, developing leads, supporting advisors Requirements: Provide client service for wealth management accounts, develop leads, assist advisors with appointment prep, obtain securities licensing, and use Microsoft Office and client management systems. Category: Sales Seniority: Entry Level Tools: Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint Certifications: securities registration Commitment: Full Time Workplace: Onsite Languages: English