Top 270 Customer service representative Jobs in Des Moines Ia

Client Onboarding Specialist
Merkle Retirement Planning —Grimes, IA
- $50,000 - $65,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Servicing Specialist
Merkle Retirement Planning —Grimes, IA
- $50,000 - $62,000 a year
- 8 hour shift
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Workforce Associate
State of Iowa —Des Moines, IA
- $18.32 an hour
- Full-time
- Basic math
- Research
- Criminal background check
- Paid holidays
- Disability insurance
9d
Client Success Representative (Remote)
Demand.com —Des Moines, IA
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Customer Support Rep I
Shorr Packaging Corp. —Des Moines, IA
- $22 - $25 an hour
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- ERP systems
- Health insurance
- Dental insurance
12d
Business Services Customer Service Representative
R Rogers LLC —Des Moines, IA
- $24 - $30 an hour
- Full-time
- High school diploma or GED
- Computer skills
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Customer Service Specialist
defi AUTO LLC —Des Moines, IA
- $20 an hour
- Full-time
- High school diploma or GED
- 1 year
- Entry level
- Paid training
- Tuition reimbursement
Quick Apply
5d
Dispute & Recovery Services Specialist 1
SHAZAM —Des Moines, IA
- $21 - $26 an hour
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Paid parental leave
- Health savings account
Member Resolution Associate/Retention - 100% Remote
Frontdoor —Des Moines, IA
- $16.63 an hour
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee stock purchase plan
- Disability insurance
Customer Relationship Liaison
Apria Healthcare LLC —Urbandale, IA
- $24 - $27 an hour
- Full-time
- Basic math
- English
- Mid-level
- Paid parental leave
- Disability insurance
Quick Apply
Client Services Support Representative
Blitt and Gaines, P.C. —Des Moines, IA
- $19 - $25 an hour
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
- Profit sharing
- Paid holidays
Quick Apply
Customer Service Associate
Hertz —Des Moines, IA
- $18 an hour
- Full-time
- Sales
- Mid-level
- 3 years
- Paid parental leave
- Health insurance
5d
Remote Energy Efficiency Customer Support Specialist
CLEAResult Consulting Inc. —Des Moines, IA
- $17 an hour
- Full-time
- Remote
- Sales
- High school diploma or GED
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
3d
Patient Services Specialist
Des Moines Orthopaedic Surgeons —West Des Moines, IA
- Overtime
- Hybrid work
- Current TB test
- Medical office experience
- High school diploma or GED
- Dental insurance
- 401(k)
10d
Customer Care Specialist
ARAG North America —Des Moines, IA
- Full-time
- Hybrid work
- Writing skills
- Office
- High school diploma or GED
Intake Community Supports Representative
Mom's Meals —Ankeny, IA
- $17.50 - $18.50 an hour
- Overtime
- Remote
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Paid time off
Quick Apply
2d
Customer Service Rep
GXO Logistics —Des Moines, IA
- Overtime
- Microsoft Excel
- Pass drug screening
- High school diploma or GED
4d
Service Coordinator
Daikin Applied —Des Moines, IA
- $26.45 - $31.25 an hour
- Full-time
- Mid-level
- Computer skills
- Associate's degree
- Profit sharing
- Paid holidays
3d
Customer Success Representative - Print
Marco Technologies —Bondurant, IA
- $19.10 - $27.70 an hour
- High school diploma or GED
- Associate's degree
- Communication skills
Client Service Specialist (HWB)
Telligen —West Des Moines, IA
- Email
- Hybrid work
- Bilingual
- Microsoft Outlook
- Computer literacy
Quick Apply
3d

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Client Onboarding Specialist

Merkle Retirement Planning
Grimes, IA

Quick Apply

Job Details

Full-time
$50,000 - $65,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Flexible schedule

Qualifications

Financial planning
Customer communication
Finance
Bachelor's degree
Customer support

Full Job Description

Client Onboarding Specialist

The Client Onboarding Specialist plays a critical role in ensuring a seamless and welcoming experience for our clients as they join our firm, handling paperwork, account setup, and the efficient tracking of asset transfers. The Client Onboarding Specialist will be the initial point of contact on the Client Servicing Team for new clients, guiding them through the onboarding process with expertise and care.

Responsibilities revolve around managing crucial documentation, simplifying account setup procedures, and overseeing the efficient tracking of asset transfers. The Client Onboarding Specialist will serve as a trusted contact to clients, ensuring they have a comprehensive understanding of Merkle Retirement Planning’s process and the movement of their assets.

The Client Onboarding Specialist will be responsible for walking clients through paperwork, including account applications and beneficiary designations, and ensuring that all documentation is accurately completed and submitted in accordance with industry regulations and internal protocols. This position will further the onboarding process by completing employer plan rollover calls and paperwork with clients.

The Client Onboarding Specialist will collaborate seamlessly with our team of Retirement Planners and Client Servicing Team to streamline the onboarding process and swiftly resolve any challenges that may arise.

Core Job Responsibilities:

Client Engagement: Act as the primary point of contact for new clients during the onboarding process, offering exceptional service and guidance throughout.
Document Management: Assist clients with completing necessary paperwork, including account applications, beneficiary designations, and other relevant documents. Ensure all forms are accurately completed and submitted in a timely manner.
Account Setup: Coordinate the setup of client accounts, including brokerage, retirement, and investment accounts, in compliance with industry regulations and internal procedures.
Transfer Coordination: Facilitate the transfer of assets from clients' previous financial institutions. Track and monitor asset transfers to ensure a smooth transition and timely completion.
Client Education: Provide clients with information about our services, account features, and investment options. Address any questions or concerns they may have during the onboarding process.
Compliance: Ensure all onboarding procedures adhere to industry regulations and internal compliance standards. Maintain accurate records of client interactions and documentation.
Cross-Team Collaboration: Collaborate with our retirement planners and the Client Servicing Team to streamline the onboarding process and resolve any issues that may arise.
Team Support: Assist the Client Servicing Team in achieving shared goals and responsibilities.

Job Requirements:

Attention to detail
Commitment to excellence
Accurate
Dependable
Excellent written and verbal communication
Patient
Interpersonal people skills
Superb customer care and support
Curiosity
Commitment to learning and professional development
Willingness to take additional licensing requirements - Health and Life Insurance licensing and Series 65 securities license

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance

Ability to Commute:

Grimes, IA 50111 (Required)

Ability to Relocate:

Grimes, IA 50111: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

customer service representative jobs in des moines ia

Client Onboarding Specialist

Client Servicing Specialist

Workforce Associate

Client Success Representative (Remote)

Customer Support Rep I

Business Services Customer Service Representative

Customer Service Specialist

Dispute & Recovery Services Specialist 1

Member Resolution Associate/Retention - 100% Remote

Customer Relationship Liaison

Client Services Support Representative

Customer Service Associate

Remote Energy Efficiency Customer Support Specialist

Patient Services Specialist

Customer Care Specialist

Intake Community Supports Representative

Customer Service Rep

Service Coordinator

Customer Success Representative - Print

Client Service Specialist (HWB)

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