Top 843 Customer 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
Medicaid Eligibility Specialist
Creative Senior Planning —Des Moines, IA
- $30 an hour
- Full-time
- Google Workspace
- HIPAA
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
13d
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
13d
Customer Experience Specialist 1 - Dental Contact Center
Principal Financial Group —Des Moines, IA
- $18.17 - $32.31 an hour
- Full-time
- Hybrid work
- Computer literacy
- Mid-level
- Analysis skills
- Dental insurance
- Paid time off
Patient Services Specialist (Full-Time)
The Iowa Clinic —West Des Moines, IA
- Full-time
- High school diploma or GED
- Communication skills
- Entry level
- Profit sharing
- Wellness program
Customer Care Specialist
ARAG North America —Des Moines, IA
- Full-time
- Hybrid work
- Writing skills
- Office
- High school diploma or GED
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)
5d
Help Desk Specialist
Iowa Primary Care Association —Des Moines, IA
- $28 - $31 an hour
- Mid-level
- 3 years
- Analysis skills
- Paid parental leave
- Health insurance
Quick Apply
5d
Problem Resolution Specialist - Customer Insights
John Deere —Ankeny, IA
- $77,628 - $116,436 a year
- 18 years or older
- Customer service
- Mid-level
- Health savings account
- Paid holidays
5h
Family Liaison
UnityPoint Health —Des Moines, IA
- Part-time
- Surgery
- Customer service
- Computer literacy
- Paid holidays
- Disability insurance
Accounts Receivable & Collections Specialist
Waste Solutions of Iowa —Des Moines, IA
- $24 - $28 an hour
- Full-time
- Mid-level
- Office
- Communication skills
- Health insurance
- Paid time off
Driver & Identification Service Center Specialist - Ankeny
State of Iowa —Ankeny, IA
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
13d
Receiving / Sorting Specialist - Consignment Store
Stuff Etc —Clive, IA
- Part-time
- Ability to lift 50 pounds
- Ability to stand for extended periods
- Entry level
- Health insurance
- Dental insurance
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
Leasing Specialist
Elevate Living —Des Moines, IA
- Online Application
- Sales
- Residential
- High school diploma or GED
- Health savings account
- Paid holidays
Quick Apply
Customer Care Supervisor
ARAG North America —Des Moines, IA
- Full-time
- Writing skills
- Mid-level
- 3 years
- Paid time off
Security Officer
EMC Insurance —Des Moines, IA
- $18.00 - $23.45 an hour
- Weekends as needed
- Customer service
- Computer literacy
- Mid-level
Contact Center Specialist I
Farmers State Bank —West Des Moines, IA
- Full-time
- Computer literacy
- Computer skills
- Communication skills
4d
Kinship Navigator Specialist
FOUR OAKS FAMILY AND CHILDRENS SERVICES —Ankeny, IA
- Full-time
- Mid-level
- Master's degree
- Experience working with children
- Fuel card
- Paid holidays
Pricing Team Member - Consignment Store
Stuff Etc —Clive, IA
- Part-time
- Ability to lift 50 pounds
- Ability to stand for extended periods
- Entry level
- Health insurance
- Dental insurance
Quick Apply

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customer 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

customer specialist jobs in des moines ia

Client Onboarding Specialist

Medicaid Eligibility Specialist

Dispute & Recovery Services Specialist 1

Customer Experience Specialist 1 - Dental Contact Center

Patient Services Specialist (Full-Time)

Customer Care Specialist

Patient Services Specialist

Help Desk Specialist

Problem Resolution Specialist - Customer Insights

Family Liaison

Accounts Receivable & Collections Specialist

Driver & Identification Service Center Specialist - Ankeny

Receiving / Sorting Specialist - Consignment Store

Product Sales Specialist - Pet Health - Remote

Leasing Specialist

Customer Care Supervisor

Security Officer

Contact Center Specialist I

Kinship Navigator Specialist

Pricing Team Member - Consignment Store

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