Top 230 Servicing Jobs in Des Moines, 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
Housekeeping Aide
University Park Nursing and Rehab —Des Moines, IA
- English
- High school diploma or GED
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Office Coordinator
FirstService Residential —Des Moines, IA
- $23 an hour
- Weekends as needed
- Microsoft Word
- Microsoft Outlook
- Writing skills
- Paid holidays
- Disability insurance
Quick Apply
1d
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
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
Fulfillment Specialist
Fastenal —Des Moines, IA
- Full-time
- Background check
- 18 years or older
- Customer service
- Paid holidays
- Disability insurance
8d
Client Support Desk Analyst
defi AUTO LLC —Des Moines, IA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- SQL
- Accounting
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
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
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
Heavy Equipment / Diesel Mechanic (Mobile Service)
Save Truck Services LLC —Des Moines, IA
- $25 - $36 an hour
- Overtime
- Clean driving record
- Customer service
- Mid-level
- Paid training
- Health insurance
Quick Apply
10d
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
Aircraft Mechanic
STS Aviation Group —Des Moines, IA
- $62,400 a year
- Mid-level
- High school diploma or GED
- Mentoring
Quick Apply
Route Service Representative - UniFirst (Milan, IL)
UniFirst —Iowa
- $900 a week
- Full-time
- Clean driving record
- Inventory management
- Mid-level
- Profit sharing
- Health insurance
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
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
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
Sr. National Network Installer
Pro Search, Inc. —Des Moines, IA
- $27 - $32 an hour
- Full-time
- Mid-level
- Windows
- High school diploma or GED
Quick Apply
4d
Account Representative - State Farm Agent Team Member
Kevin Van Wyk - State Farm Agent —Des Moines, IA
- $60,000 - $100,000 a year
- Full-time
- Office
- Entry level
- Health insurance
- 401(k)
Quick Apply

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servicing jobs near des moines, 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 des moines, ia

Client Servicing Specialist

Housekeeping Aide

Office Coordinator

Security Service Specialist 1

Janitorial Crew Member

Client Advisor

Fulfillment Specialist

Client Support Desk Analyst

Loan Servicing Specialist

Local CDL A Driver

Class A CDL Driver - Lowboy

Heavy Equipment / Diesel Mechanic (Mobile Service)

Construction Sales Consultant

Aircraft Mechanic

Route Service Representative - UniFirst (Milan, IL)

CDL B Local Route Driver w/ Hazmat and Tanker Endorsements

Sewer and Drain Technician

Aggregate Equipment Service Technician

Sr. National Network Installer

Account Representative - State Farm Agent Team Member

I want to receive the latest job alert for servicing in des moines, ia

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