Top 231 Account specialist Jobs in Dubuque, Ia

Client Services Specialist
Cetera Financial Group —Dubuque, IA
- $25.95 - $33.15 an hour
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Administrative experience
- Paid parental leave
- Paid holidays
Account Representative - State Farm Agent Team Member
Rachel FitzPatrick - State Farm Agent —Dubuque, IA
- $50,000 - $75,000 a year
- Full-time
- 18 years or older
- Office
- Communication skills
- Health insurance
- 401(k)
Quick Apply
Retail Banker
Premier Bank —Dubuque, IA
- From $20 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Paid training
- Health savings account
Quick Apply
Iowa Sales Representative
Money Handling Machines Inc. —Iowa
- Full-time
- Background check
- Mid-level
- Driver's License
- Health insurance
- 401(k)
Quick Apply
Outside Sale Rep-Tire Store
Thompson Tire & Service —Dubuque, IA
- $60,000 - $100,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
3d
Account Manager
Tucker Freight Lines —Dubuque, IA
- $44,000 - $50,000 a year
- Full-time
- Computer literacy
- Mid-level
- Military encouraged
Quick Apply
Account Executive- Outside Sales
Woodward Communications, Inc. —Platteville, WI
- $37,500 - $48,000 a year
- Full-time
- Driver's License
- Fair chance
- In-person
- Health savings account
- Health insurance
Quick Apply
2d
Marketing Sales Representative
American Marketing & Publishing, L.L.C —Galena, IL
- $60,000 - $70,000 a year
- Full-time
- Associate's degree
- Communication skills
- Entry level
- Paid training
- Health savings account
Quick Apply
Territory Manager, Nebraska & Iowa
Ria Money Transfer (Dandelion) —Iowa
- From $50,000 a year
- Weekends as needed
- Spanish
- English
- Mid-level
- Mileage reimbursement
- Employee stock purchase plan
Quick Apply
Account Associate - State Farm Agent Team Member
Rachel FitzPatrick - State Farm Agent —Dubuque, IA
- $50,000 - $75,000 a year
- Full-time
- 18 years or older
- Sales
- Office
- Health insurance
- 401(k)
Quick Apply
Personal Lines Insurance Support Specialist
Kunkel & Associates Inc —Dubuque, IA
- Office
- Administrative experience
- High school diploma or GED
Quick Apply
Account Manager - Health and Wellness
Cottingham & Butler —Dubuque, IA
- Mid-level
- Profit sharing
- Health savings account
Quick Apply
Transtar - Assistant Account Manager
Transtar Insurance/Bluestar Claims —Dubuque, IA
- $20 - $25 an hour
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Business Account Manager
TRICOR Insurance —Dubuque, IA
- Full-time
- Mid-level
- Office
- Organizational skills
- Health savings account
- Dental insurance
Account Manager
Cottingham & Butler —Dubuque, IA
- Full-time
- Sales
- No experience needed
- Office
- Profit sharing
- Health savings account
Quick Apply
Condition Management Account Coordinator
Cottingham & Butler —Dubuque, IA
- Urgently hiring
- Writing skills
- CNA
- Entry level
- Profit sharing
- Health savings account
Quick Apply
Accounts Payable Coordinator
Hirschbach Shared Services LLC —Dubuque, IA
- Monday to Friday
- Customer service
- Mid-level
- Office
Quick Apply
6d
Business Sales Account Executive
Verizon —Dubuque, IA
- Part-time
- Military
- Mid-level
- Driver's License
- Paid parental leave
- AD&D insurance
Condition Management Account Coordinator
HealthCheck360 —Dubuque, IA
- Urgently hiring
- Writing skills
- CNA
- Entry level
- Profit sharing
- Health savings account
Quick Apply
Client Service Representative
Cottingham & Butler —Dubuque, IA
- Full-time
- Office
- Communication skills
- Entry level
- Profit sharing
- Health savings account
Quick Apply

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Client Services Specialist

Cetera Financial Group -
Dubuque, IA

Apply Now

Job Details

Full-time
$25.95 - $33.15 an hour

Benefits

Paid parental leave
Caregiver leave
Paid holidays
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance
Pet insurance

Qualifications

High school diploma or GED

Full Job Description

The Client Services Specialist independently manages day-to-day client servicing activities for assigned clients, ensuring accurate processing, proactive communication, and adherence to service, documentation and compliance standards. Serves as a primary service contact for moderately complex relationships, coordinates service requests across internal teams and custodians, and escalates complex issues appropriately. Supports execution aligned with client coverage models and contributes to workflow improvements that enhance service quality and consistency.

Core Responsibilities:

Serve as primary service contact for assigned clients, managing day-to-day service needs with accuracy and responsiveness
Process account updates, contributions, distributions, transfers, maintenance requests, and other service transactions in accordance with established procedures and data standards
Coordinate onboarding activities, including documentation collection, custodial account opening support, and tracking of outstanding requirements
Prepare client review materials, organize documentation for signatures, and maintain accurate client records
Communicate directly with clients regarding account activity, service timelines, documentation needs and follow up items
Consult with custodians, advisors, and internal partners to resolve service requests and ensure timely completion of transactions
Oversee moderately complex client inquiries independently, exercising judgment within established guidelines
Escalate higher risks, complex or ambiguous situations to Senior Client Services Specialist or Supervisor while providing context and recommended next steps
Maintain CRM accuracy and ensure documentation is complete, compliant, and aligned with service standards
Identify process inefficiencies or recurring issues and recommend workflow improvements to enhance service quality

Required Qualifications

High school diploma or GED required
Minimum of 3 years of experience in financial services or administrative experience
Independent execution
Strong problem solving
Understanding of client service workflows
Ability to manage multiple priorities

Desired Qualifications:

Financial services experience
Knowledge of custodial processes

Compensation Range: The base hourly range for this role in Dubuque, IA is $25.95 - $33.15 plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

#LI-Hybrid

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group ® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Apply Now

Refine Your Search

account specialist jobs in dubuque, ia

Client Services Specialist

Account Representative - State Farm Agent Team Member

Retail Banker

Iowa Sales Representative

Outside Sale Rep-Tire Store

Account Manager

Account Executive- Outside Sales

Marketing Sales Representative

Territory Manager, Nebraska & Iowa

Account Associate - State Farm Agent Team Member

Personal Lines Insurance Support Specialist

Account Manager - Health and Wellness

Transtar - Assistant Account Manager

Business Account Manager

Account Manager

Condition Management Account Coordinator

Accounts Payable Coordinator

Business Sales Account Executive

Condition Management Account Coordinator

Client Service Representative

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