Top 122 Client services 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
Family Support Specialist - Social Worker- $5,000 Sign-On
Families First Counseling Services —Dubuque, IA
- $36,000 - $45,000 a year
- Weekends as needed
- Background check
- Mid-level
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
12d
Staffing Specialist
Totality Staffing & Consulting Services, LLC —Asbury, IA
- $50,000 - $55,000 a year
- Full-time
- Computer literacy
- Residential
- Contracts
- Health savings account
- Health insurance
Quick Apply
3d
Retail Customer Service Specialist (Bilingual Preferred)
Sherwin-Williams —Platteville, WI
- From $16.26 an hour
- Part-time
- 18 years or older
- Merchandising
- High school diploma or GED
Lab Clerical Support Specialist- Full time-Days
MercyOne —Dubuque, IA
- Full-time
- Computer literacy
- HIPAA
- High school diploma or GED
- Health insurance
2d
Care Team Representative
Sedgwick —Dubuque, IA
- Full-time
- Hybrid work
- Computer literacy
- Writing skills
- Windows
- Health savings account
- Disability insurance
Trust Operations Specialist
Nicolet National Bank —Dubuque, IA
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance
Quick Apply
5d
Care Coordinator
Hillcrest Family Services —Dubuque, IA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Profit sharing
- Continuing education credits
Quick Apply
SAFETY SPECIALIST
CVR Energy, Inc. —East Dubuque, IL
- $82,100 - $131,300 a year
- 12 hour shift
- 5 years
- English
- Bachelor's degree
- Health savings account
- AD&D insurance
Business Support Specialist-PRN
MercyOne —Dubuque, IA
- Part-time
- Microsoft Word
- Microsoft Excel
- HIPAA
Customer Service Specialist - Home Oxygen DME Services
Upland Hills Health —Platteville, WI
- 8 hour shift
- Medical terminology
- Communication skills
- Entry level
- Paid time off
- Retirement plan
Quick Apply
Logistics Specialist
RFA Engineering —Dubuque, IA
- Full-time
- Bachelor of Science
- Mid-level
- Driver's License
- Health savings account
- Paid holidays
Quick Apply
6d
Business Account Manager
TRICOR Insurance —Dubuque, IA
- Full-time
- Mid-level
- Office
- Organizational skills
- Health savings account
- Dental insurance
9d
Personal Lines Insurance Support Specialist
Kunkel & Associates Inc —Dubuque, IA
- Office
- Administrative experience
- High school diploma or GED
Quick Apply
Benefits Representative
AMBA —Dubuque, IA
- $65,000 - $90,000 a year
- Full-time
- Mid-level
- Leadership
- Communication skills
- Retirement plan
Experienced Sales Executive - Employee Benefits
Cottingham & Butler —Dubuque, IA
- Remote
- Mid-level
- 3 years
- Analysis skills
- Profit sharing
- Health savings account
Quick Apply
Entry Level Sales Executive - Employee Benefits
Cottingham & Butler —Dubuque, IA
- Office
- Bachelor's degree
- 1 year
- Continuing education credits
Quick Apply
Entry Level Sales Executive - Risk Management
Cottingham & Butler —Dubuque, IA
- Office
- 1 year
- Entry level
- Continuing education credits
Quick Apply
TPA Sales Executive (Fully Remote)
SISCO —Dubuque, IA
- Remote
- Mid-level
- Travel
- 1 year
- Health insurance
Quick Apply
Entry Level Sales Executive - Trucking
Cottingham & Butler —Dubuque, IA
- Office
- Bachelor's degree
- 1 year
- Continuing education credits
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

client services specialist jobs in dubuque, ia

Client Services Specialist

Family Support Specialist - Social Worker- $5,000 Sign-On

Staffing Specialist

Retail Customer Service Specialist (Bilingual Preferred)

Lab Clerical Support Specialist- Full time-Days

Care Team Representative

Trust Operations Specialist

Care Coordinator

SAFETY SPECIALIST

Business Support Specialist-PRN

Customer Service Specialist - Home Oxygen DME Services

Logistics Specialist

Business Account Manager

Personal Lines Insurance Support Specialist

Benefits Representative

Experienced Sales Executive - Employee Benefits

Entry Level Sales Executive - Employee Benefits

Entry Level Sales Executive - Risk Management

TPA Sales Executive (Fully Remote)

Entry Level Sales Executive - Trucking

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