Integrity Marketing Group
Urbandale, Iowa
Wealth Services Associate
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Apply to Wealth Services Associate at Integrity Marketing GroupJob details
- Location
- Urbandale, Iowa
- Work type
- Onsite
- Posted
- 1 week ago
- Apply on
- integritymarketing.wd1.myworkdayjobs.com
About this role
Requires 2–4 years in financial services or wealth management, 1+ year with wealth reporting, CRM, and industry platforms, Black Diamond experience, and strong communication and data management skills.
What you'll do at Integrity Marketing Group:
- reviewing accounts
- maintaining data
- resolving issues
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