Top 526 Support specialist Jobs in Pleasant Hill 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
12d
Documentation and Knowledge Management Specialist
Delta Dental of Iowa —Johnston, IA
- Full-time
- Microsoft Word
- Microsoft Excel
- HIPAA
- Dental insurance
Driver & Identification Service Center Specialist - Ankeny
State of Iowa —Ankeny, IA
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
12d
Operations Support Specialist
Delta Dental of Iowa —Johnston, IA
- Full-time
- Basic math
- HIPAA
- No high school diploma
- Dental insurance
Editorial Operations Specialist
Dotdash Meredith —Des Moines, IA
- $20 - $25 an hour
- Email
- Mid-level
- Microsoft Office
- Organizational skills
- Commuter assistance
- Paid parental leave
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
Employee Health and Safety Specialist
Hussmann Corporation —Altoona, IA
- Full-time
- Microsoft Outlook
- 5 years
- Ability to lift 50 pounds
- Health savings account
- Health insurance
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
ELECTRIC TRAINING SPECIALIST
Iowa Association of Municipal Utilities —Iowa
- $95,000 - $115,000 a year
- Full-time
- Background check
- CPR Certification
- Microsoft Excel
- Paid holidays
- Disability insurance
Quick Apply
Underwriter - Detail-Oriented | Process-Focused | Customer Support Specialist
R&A Risk Professionals —Urbandale, IA
- $55,000 - $65,000 a year
- Full-time
- Background check
- Microsoft Excel
- Customer service
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
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
Federal QCM and QC Professionals – CQM Required Preferred
Elite Recruiting & Consulting Services —Des Moines, IA
- Online Application
- Construction site
- Mid-level
- Travel
Quick Apply
Asset Recovery Specialist
GreenState Credit Union —Clive, IA
- $38.06 - $44.50 an hour
- Overtime
- 5 years
- Mid-level
- Office
Recovery Specialist, PM Shift Lead
YSS —Cambridge, IA
- $20.50 an hour
- Full-time
- Bilingual
- Clean driving record
- Addiction Medicine
- Wellness program
- Employee assistance program
Veterinary Client Care Specialist - PART TIME
Heartland Animal Hospital - Des Moines, IA —Des Moines, IA
- $16 - $18 an hour
- Part-time
- Background check
- Private practice
- Computer literacy
- Employee discount
Quick Apply
Accounts Receivable Specialist
OWL Services —Des Moines, IA
- $23 - $25 an hour
- Full-time
- Research
- Mid-level
- Office
- Wellness program
- Health savings account
Quick Apply
People & Culture Total Rewards Specialist
Iowa Community Choice Credit Union —Johnston, IA
- $75,000 - $82,500 a year
- 5 years
- Research
- Office
- Health insurance
- Parental leave
Quick Apply
iJAG Career Education Specialist, 9-12 Summit Ankeny HS
iJAG —Ankeny, IA
- Full-time
- School experience
- Classroom
- Mid-level
Quick Apply

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support specialist jobs near pleasant hill 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

support specialist jobs in pleasant hill ia

Client Onboarding Specialist

Medicaid Eligibility Specialist

Documentation and Knowledge Management Specialist

Driver & Identification Service Center Specialist - Ankeny

Operations Support Specialist

Editorial Operations Specialist

Patient Services Specialist (Full-Time)

Employee Health and Safety Specialist

Client Servicing Specialist

ELECTRIC TRAINING SPECIALIST

Underwriter - Detail-Oriented | Process-Focused | Customer Support Specialist

SEO Specialist

Mental Health Professional - Full-time, Crisis Intervention Team

Federal QCM and QC Professionals – CQM Required Preferred

Asset Recovery Specialist

Recovery Specialist, PM Shift Lead

Veterinary Client Care Specialist - PART TIME

Accounts Receivable Specialist

People & Culture Total Rewards Specialist

iJAG Career Education Specialist, 9-12 Summit Ankeny HS

I want to receive the latest job alert for support specialist in pleasant hill ia

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