- Principal Financial Group (Des Moines, IA)
- **What You'll Do** We're looking for a ** Wealth Service Associate ** to join our Principal Asset Management team! This role works collaboratively with our ... you'll do: + Interact with financial advisors and provide excellent customer service by answering product related questions (MFs, ETFs, SMAs), discuss sales… more
- University of Iowa Community Credit Union (Clive, IA)
- …an exceptional manner, seeking out opportunities for additional business. The Regional Member Service Associate will work out of all locations within Polk county ... product and service , or referring them to the specialized department ( Wealth Management, Commercial, Mortgage, etc.) to be served. + Provides consistent follow… more