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Client Service Specialist

Client Service Specialist

Job Description:

Turn your job into a career by becoming a valued team member at a quickly growing company in Des Moines. This hire will be a member of our Operations Team.

Many Retirees and Pre-Retirees call our company their home base to and through retirement. Our employees provide a variety of services to clients and prospective clients. No financial industry experience is required but a strong desire to learn is imperative. No two days are alike and the team members that are successful in this role are dedicated problem solvers who thrive in a challenging fast-paced environment.

This team member will also be expected to greet people in the office and provide them with unforgettable customer service. The ideal fit will be outgoing and accommodating.

Duties Include:

  • Servicing client accounts
  • Running portfolio analyses
  • Meeting preparation
  • Working in a CRM System
  • Providing outstanding customer service in person
  • Providing outstanding customer service over the phone
  • Prepping client paperwork
  • Becoming licensed in health and life insurance
  • Completing the Series 65 securities license

Benefits:

  • Unlimited Paid Time Off
  • Health benefits with dental and vision
  • Annual employee trip incentives
  • 401(k) match up to 6% after one year of employment with no vesting schedule
  • Monthly team bonus structure

Job Type:

Full-time

Salary:

$40,000 - $60,000/year

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The Next Step?


With so many decisions to make to and through retirement, being proactive is priceless. Schedule a visit today or register to attend a class to jump start confidence in your retirement.

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