Client Service Specialist
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.
- 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
- 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
$40,000 - $60,000/year
Ready to Take
The Next Step?
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