DSB Rock Island, WM | Minnetonka, MN | On-Site
Support the client service experience of a Top 25 Twin Cities CPA & Wealth Management firm—where relationships, responsiveness, and operational excellence matter.
DSB Rock Island is hiring a 401(k) & Insurance Service Associate to support retirement plan administration, insurance operations, and wealth management client service in a collaborative, growth-focused environment.
Why DSB Rock Island?
Collaborative, people-centered culture
EOS® operating system for clarity, accountability, and traction
Modern technology and paperless processes
Professional growth and cross-functional exposure
What You’ll Do
Support 401(k) administration and retirement plan operations
Assist with insurance applications, claims, and policy servicing
Coordinate client service requests and follow-up activities
Maintain service calendars, records, and account documentation
Prepare reports, spreadsheets, and client meeting materials
Support financial administration and account maintenance
Partner with advisors and operations leadership to deliver exceptional client service
What We’re Looking For
Strong organization and attention to detail
Client-first mindset with strong communication skills
Ability to manage multiple priorities in a fast-paced environment
Process improvement and problem-solving mindset
Proficiency in Microsoft Office and Adobe Acrobat
Education & Experience
2+ years of administrative and/or operations experience in professional services or accounting
Associate or Bachelor’s degree preferred
Our Core Values
We are TRUE to our Word
We are COMMITTED to Mastery
We Seek First to SERVE
How We Operate EOS®
Clear expectations. Data-driven decisions. Continuous improvement. Ownership and accountability.
DSB Rock Island is an equal opportunity employer.