Client Services Associate **Friday Financial, Inc** 1 Positions ID: 76858 Posted On 08/05/2025 **Job Overview** **Overview** We are seeking a motivated and detail-oriented Client Services Associate to join our dynamic team. Friday Financial empowers our team members to help people be confident and excited about their future. Our total rewards package includes flexibility with an emphasis on work/life balance, 401(k), wellness reimbursements, competitive salaries, health and welfare options and financial guidance. Compensation based on experience. We invest in our team members by offering trust, best-in-class technology, professional development, a welcoming environment, transparency, coaching and mentoring. Our focus on our core values of collaboration, integrity, empathy, future focus, inspired outcomes and approachability creates an environment where we can share our passion for the future. We are committed to making a positive impact on our team and clients’ lives, careers, aspirations and the communities in which we live. At Friday Financial, your contributions are celebrated and appreciated, and we empower you to thrive in your career. The Client Services Associate will be responsible for providing administrative and operational support to financial advisors in a fast-paced financial planning office. The ideal candidate might be someone who has earned their securities licenses, has spent at least a few years in the industry supporting a book of business, and is looking to continue to advance their career. You can grow in an environment where you can learn new skills, help people, and make a significant contribution to the team without the typical pressure from sales or prospecting activities. **Qualifications:** + At least two (2) years of financial services experience. + Microsoft Office Experience (Primarily Excel and Word) and computing skills; specifically, CRM systems (e.g., Saleforce, Redtail, MS Dynamics, etc) + Excellent communication skills, both verbal and written. + Ability to manage multiple tasks simultaneously while maintaining attention to detail. **Preferred Experience:** + Bachelor’s degree in finance, business, or financial services (equivalent experience and/or a combination of education and experience will be considered) + DocuSign + Custodian trading system (e.g.,Fidelity, Schwab, etc.) _Friday Financial is an EOE employer._ Job Type: Full-time Pay: From $50,000 per year, based on experience Benefits: + 401(k) + Dental insurance + Health insurance + Life insurance + Paid time off + Vision insurance Schedule: + 8 hour shift + Monday to Friday Work Location: In person Primary Contact 1754414252377 Jessica Apel Human Resources, (563) 581-4198 Phone Phone Phone Fax Jessica@hrbcplus.com Email True True True **Job Details** Categories Accounting/Auditing Banking/Mortgage/Financial Services Clerical/Office Administration Location Dubuque, IA Job Type Employee Full/Part Full Time Benefits Health Insurance Dental Insurance Vision Insurance Life Insurance Retirement Plan PTO (Paid Time Off) Company ID 76855 Job REQ # \# Positions 1 Start Date 20250805 End Date 20250904 Featured Job TH Ad TH Comments **Similar Jobs** Consultant - Governmental Advisory Services - Remo Eide Bailly IRS Tax Controversy & Procedure Senior Associa Eide Bailly Client Accounting Services Intern Eide Bailly Entry Level Associate (Assurance or Tax) Eide Bailly Tower Associate Express Employment Professionals Tax Senior Associate Eide Bailly General Services Staff Accountant O’Connor, Brooks & Co, P.C. Cheese Packaging and Production Associates (Severa Express Employment Professionals **Share this Job** Friday Financial, Inc **About the Company** Locally owned & operated Wealth Management firm in Dubuque, Iowa.