Top 258 Servicing Jobs in Clive, Ia

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
Loan Servicing Specialist
BANK —West Des Moines, IA
- $18 - $20 an hour
- Full-time
- Background check
- Research
- Office
- Health savings account
- Health insurance
Quick Apply
Aggregate Equipment Service Technician
US Equipment Sales and Rentals —Bondurant, IA
- $30 - $40 an hour
- Full-time
- Clean driving record
- Up to 50% travel
- Mechanic experience
- Paid holidays
- Health insurance
Quick Apply
9d
Class A CDL Driver - Lowboy
Concrete Technologies, Inc. —Grimes, IA
- $32 - $38 an hour
- Full-time
- Background check
- Construction site
- Pass drug screening
- AD&D insurance
- Disability insurance
Quick Apply
2d
Construction Sales Consultant
Morton Buildings, Inc. —West Des Moines, IA
- $65,000 - $85,000 a year
- Full-time
- Background check
- Construction site
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply
12d
CDL B Local Route Driver w/ Hazmat and Tanker Endorsements
Airgas, Inc. —Des Moines, IA
- Weekends as needed
- CDL B
- Hazmat Endorsement
- Local
- Paid jury duty
- Commuter assistance
10d
Local CDL A Driver
BlueLinx —Des Moines, IA
- $275.36 a day
- Full-time
- Clean driving record
- Local
- CDL A
- Paid holidays
- Health insurance
Quick Apply
Field Service Technician
Jaytech, Inc. —Des Moines, IA
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
6d
Multi Line Licensed Insurance Agent (Remote - P&C Required)
RELI Exchange —Iowa
- $45,000 - $90,000 a year
- Full-time
- Remote
- Business development
- US work authorization
- Marketing
- Work from home
- Flexible schedule
Quick Apply
Sewer and Drain Technician
Jetsurge Affordable Drain Company —Des Moines, IA
- From $20 an hour
- Weekends as needed
- Background check
- Dedicated
- Heavy lifting
- Health insurance
- Paid time off
Quick Apply
Licensed Traveling Fire Alarm Technician – Iowa
Valence Solutions Group —Iowa
- $30 - $45 an hour
- Overtime
- Background check
- Clean driving record
- Pass drug screening
- Flexible schedule
Quick Apply
2d
Customer Support / Inside Sales
Industrial Supply Solutions, Inc. —Des Moines, IA
- $20 - $24 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Paid training
- Health insurance
Quick Apply
Security Service Specialist 1
Convergint Technologies LLC —Urbandale, IA
- $25.35 - $36.74 an hour
- Full-time
- Clean driving record
- No high school diploma
- Mid-level
- Wellness program
- Paid parental leave
Ramp Agent
Menzies Aviation —Des Moines, IA
- $17.50 an hour
- Full-time
- 18 years or older
- Heavy lifting
- Pass drug screening
Brand Market Specialist
Beauty Barrage —Des Moines, IA
- $30 an hour
- Part-time
- Merchandising
- Driving
- Travel
- Paid time off
Golf Shop Attendant
Glen Oaks Country Club —West Des Moines, IA
- $13 - $16 an hour
- Part-time
- Merchandising
- Cash register
- Entry level
- Employee discount
Quick Apply
Janitorial Crew Member
Kellermeyer Bergensons Services —Des Moines, IA
- $18.00 - $18.06 an hour
- Ability to walk for extended periods
- English
- Office
- Health insurance
- Cell phone reimbursement
Quick Apply
Client Advisor
Marsh —Urbandale, IA
- Full-time
- Hybrid work
- 5 years
- Office
- Analysis skills
10d
Transportation Security Officer
US Transportation Security Administration —Des Moines, IA
- $46,479 - $57,306 a year
- Overtime
- Background check
- 18 years or older
- Ability to walk for extended periods
- Travel reimbursement
- Paid holidays
Fulfillment Specialist
Fastenal —Des Moines, IA
- Full-time
- Background check
- 18 years or older
- Customer service
- Paid holidays
- Disability insurance
8d

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servicing jobs near clive, ia

Client Servicing Specialist

Merkle Retirement Planning
Grimes, IA

Quick Apply

Job Details

Full-time
$50,000 - $62,000 a year

Benefits

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

Qualifications

Customer records maintenance
Customer relationship building
Phone communication
Regulatory compliance
Client file management
Mid-level
Managing clients in a customer support role
Managing financial planning clients
Records management
Client retention
Customer relationship management
Compliance documentation
Financial goal setting advisory services
Cross-functional collaboration
Account management
Retirement planning advisory services
Communication skills
Cross-functional communication
Financial compliance
Client interaction via phone calls

Full Job Description

Client Servicing Specialist

The Client Servicing Specialist plays a pivotal role in helping Merkle Retirement Planning families bring their retirement visions to life and keeping their retirement plans on track. Serving as a vital link between the Retirement Planners and clients, the Client Servicing Specialist is entrusted with the responsibility of delivering exceptional customer interactions that not only address clients' immediate needs but also cultivate enduring trust.

In this key position, the Client Servicing Specialist functions as a strategic partner in transforming clients' retirement dreams into tangible plans. They provide essential support, guidance, and a personalized touch that ensures Merkle Retirement Planning’s clients' financial journeys are both seamless and deeply meaningful.

Core Job Responsibilities:

Client Visit Preparation and Post-Visit Follow-Up: Prepare timely and accurate paperwork recommended by the Retirement Planner and Paraplanner prior to client visits and facilitate any post-visit transactions recommended by the Retirement Planner.
Client Relationship Management: Build and nurture strong, lasting relationships with clients to gain a deep understanding of their retirement goals, needs, and aspirations. Provide personalized support and guidance to clients, offering insights and solutions tailored to their unique financial situations.
Client Communication: Serve as the point of contact for client account servicing and the liaison between the client and third-party financial companies. Answer client requests and questions via phone calls, emails, and in-person interactions.
Compliance: Ensure all 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 to resolve any issues that may arise.
Specialized Expertise: Act as a subject matter expert on various retirement planning strategies, such as Social Security elections, Medicare, succession planning, etc.
Team Support: Assist the Client Servicing Team in achieving shared goals and responsibilities.

Schedule:

8 hour shift (on-site)
Day shift
Monday to Friday
Hours 8:00am-5:00pm

Job Requirements:

Attention to detail
Commitment to excellence
Accurate
Dependable
Patient
Excellent written and verbal communication
Superb customer care and support
Commitment to learning and professional development
Willingness to take additional licensing requirements - Health and Life Insurance licensing

Job Type: Full-time

Pay: $50,000.00 - $62,000.00 per year

Benefits:

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

Experience:

professional: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

servicing jobs in clive, ia

Client Servicing Specialist

Loan Servicing Specialist

Aggregate Equipment Service Technician

Class A CDL Driver - Lowboy

Construction Sales Consultant

CDL B Local Route Driver w/ Hazmat and Tanker Endorsements

Local CDL A Driver

Field Service Technician

Multi Line Licensed Insurance Agent (Remote - P&C Required)

Sewer and Drain Technician

Licensed Traveling Fire Alarm Technician – Iowa

Customer Support / Inside Sales

Security Service Specialist 1

Ramp Agent

Brand Market Specialist

Golf Shop Attendant

Janitorial Crew Member

Client Advisor

Transportation Security Officer

Fulfillment Specialist

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