About this role
Institutional Client Services Associate at First Community Trust. Location: Iowa or Des Moines or Dubuque. Role: servicing plans, responding inquiries, preparing proposals Requirements: Previous experience with retirement plan (401k/403b) administration, proficiency with CRM (Salesforce) and Microsoft Office, strong communication and attention to detail. ASPPA/CEBS/QPA/CPC/NIPA designations a plus; credit and criminal history check required. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint Certifications: asppa, cebs, qpa, cpc, nipa Commitment: Full Time Workplace: Onsite Languages: English