Top 369 Client specialist 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
Underwriter - Detail-Oriented | Process-Focused | Customer Support Specialist
R&A Risk Professionals —Urbandale, IA
- $55,000 - $65,000 a year
- Full-time
- Background check
- Microsoft Excel
- Customer service
Quick Apply
Accounts Receivable Specialist
OWL Services —Des Moines, IA
- $23 - $25 an hour
- Full-time
- Research
- Mid-level
- Office
- Wellness program
- Health savings account
Quick Apply
Quality Assurance Specialist (Storm Claims)
FBL Financial Group, Inc. —West Des Moines, IA
- 5 years
- English
- Driver's License
- Paid holidays
- Disability insurance
4d
Client Support Specialist
Children & Families of Iowa —Ankeny, IA
- Full-time
- Office
- High school diploma or GED
- Reliable transportation
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Veterinary Client Care Specialist - PART TIME
Heartland Animal Hospital - Des Moines, IA —Des Moines, IA
- $16 - $18 an hour
- Part-time
- Background check
- Private practice
- Computer literacy
- Employee discount
Quick Apply
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
11d
Retention Specialist
NATIONAL ABLE NETWORK INC —Des Moines, IA
- $50,000 - $54,500 a year
- Full-time
- Mid-level
- Bachelor's degree
- Conflict management
- AD&D insurance
- Paid holidays
Quick Apply
Injury Prevention Specialist (ATC, OT, COTA, PT, PTA)
Fit for Work —Des Moines, IA
- Part-time
- Physical & Rehabilitation Medicine
- Physical Therapy License
- Entry level
Editor, Consumer Industry
Deloitte —Des Moines, IA
- $88,600 - $163,100 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- English
Billing & Data Entry Specialist
TD&I Cable —Des Moines, IA
- $20 - $28 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Product Sales Specialist - Pet Health - Remote
Tribe Wellness —Des Moines, IA
- $55,000 - $100,000 a year
- Full-time
- Google Workspace
- Communication skills
- Entry level
- Paid training
Scheduling Specialist
Caravel Autism Health —Urbandale, IA
- Full-time
- HIPAA
- High school diploma or GED
- Clinic
- Paid time off
Quick Apply
2d
Patient Billing Representative
Five Star Call Centers —Des Moines, IA
- $14 an hour
- Full-time
- Remote
- Background check
- HIPAA
- English
- Paid training
11d
Medical Billing Specialist I (Full-Time)
ChildServe —Johnston, IA
- Full-time
- Hybrid work
- Microsoft Outlook
- HIPAA
- English
- Health insurance
- Dental insurance
Quick Apply
Client Relationship Specialist
Continuum Advantage LLC —Waukee, IA
- Marketing
- Mid-level
- 3 years
Quick Apply
Billing Specialist
Mom's Meals —Ankeny, IA
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
Quick Apply
Specialist, Risk and Compliance Services (Center of Excellence)
Deloitte —Des Moines, IA
- $63,000 - $116,000 a year
- Full-time
- Microsoft Outlook
- Research
- Mid-level
7d
Proposal Specialist II
AECOM —Ankeny, IA
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Mid-level
- Office
- AD&D insurance
- Employee stock purchase plan
2d

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client specialist jobs near des moines, ia

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

client specialist jobs in des moines, ia

Client Onboarding Specialist

Client Servicing Specialist

Underwriter - Detail-Oriented | Process-Focused | Customer Support Specialist

Accounts Receivable Specialist

Quality Assurance Specialist (Storm Claims)

Client Support Specialist

Veterinary Client Care Specialist - PART TIME

Dispute & Recovery Services Specialist 1

Retention Specialist

Injury Prevention Specialist (ATC, OT, COTA, PT, PTA)

Editor, Consumer Industry

Billing & Data Entry Specialist

Product Sales Specialist - Pet Health - Remote

Scheduling Specialist

Patient Billing Representative

Medical Billing Specialist I (Full-Time)

Client Relationship Specialist

Billing Specialist

Specialist, Risk and Compliance Services (Center of Excellence)

Proposal Specialist II

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