Top 374 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
Mental Health Professional - Full-time, Crisis Intervention Team
Inside Out Wellness and Advocacy —Waukee, IA
- From $18 an hour
- Full-time
- Nursing
- RN License
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
SEO Specialist
TwoTone Creative —West Des Moines, IA
- Full-time
- Mid-level
- Office
- In-person
- Paid parental leave
- 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
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
Client Support Specialist
Children & Families of Iowa —Ankeny, IA
- Full-time
- Office
- High school diploma or GED
- Reliable transportation
Quick Apply
Scheduling Specialist
Caravel Autism Health —Urbandale, IA
- Full-time
- HIPAA
- High school diploma or GED
- Clinic
- Paid time off
Quick Apply
2d
Advertising Specialist
Farm Bureau Financial Services —West Des Moines, IA
- Full-time
- Hybrid work
- Marketing
- Writing skills
- Merchandising
- Paid holidays
- Disability insurance
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
Intake Specialist
Community and Family Resources —Des Moines, IA
- Full-time
- Background check
- Current TB test
- Pass drug screening
- Continuing education credits
- Commuter assistance
4d
Program Specialist
Young Women's Resource Center —Des Moines, IA
- $18.75 - $23.56 an hour
- 8 hour shift
- Classroom
- Spanish
- CPR Certification
- Paid parental leave
- Paid holidays
Quick Apply
8d
Medical Billing Specialist I (Full-Time)
ChildServe —Johnston, IA
- Full-time
- Hybrid work
- Microsoft Outlook
- HIPAA
- English
- Health insurance
- Dental insurance
Quick Apply
Intake and Resource Referral Specialist
Lutheran Services in Iowa —Des Moines, IA
- From $22 an hour
- Part-time
- Hybrid work
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
11d
Behavioral Health Intervention Specialist
Choices Therapy Services LLC —Indianola, IA
- $25 - $30 an hour
- Part-time
- CPR Certification
- BLS Certification
- HIPAA
- Professional development assistance
- Flexible schedule
Quick Apply
6d
Behavioral Health Tech
Ascension Recovery Services —Pleasant Hill, IA
- Full-time
- CPR Certification
- Vital signs
- BLS Certification
- Paid holidays
- Health insurance
Quick Apply
Community Support Specialist-Eyerly Ball
UnityPoint Health —Des Moines, IA
- 8 hour shift
- English
- Driver's License
- Bachelor's degree
- Paid holidays
- Disability insurance
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
Residential Admissions and Authorization Specialist
Community and Family Resources —Des Moines, IA
- Full-time
- Background check
- Current TB test
- Pass drug screening
- Continuing education credits
- Paid holidays
8d
Retail Support Specialist
DSI Systems —Ankeny, IA
- From $26 an hour
- Weekends as needed
- Mid-level
- Communication skills
- Profit sharing
- Paid training
Quick Apply

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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

Mental Health Professional - Full-time, Crisis Intervention Team

SEO Specialist

Quality Assurance Specialist (Storm Claims)

Dispute & Recovery Services Specialist 1

Client Support Specialist

Scheduling Specialist

Advertising Specialist

Product Sales Specialist - Pet Health - Remote

Intake Specialist

Program Specialist

Medical Billing Specialist I (Full-Time)

Intake and Resource Referral Specialist

Behavioral Health Intervention Specialist

Behavioral Health Tech

Community Support Specialist-Eyerly Ball

Retention Specialist

Residential Admissions and Authorization Specialist

Retail Support Specialist

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