Home Instead: Provides non-medical in-home care and companionship for seniors.
Experience in client services, healthcare, senior care, or social work; strong communication, organization, consultative skills; valid driver's license and willingness to travel to client homes.
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
3+ YOEHigh school diploma/GED, minimum 3 years financial services or administrative experience, strong problem solving and independent execution, ability to manage multiple priorities and client service workflows.
2+ YOE2+ years client services/administrative support in financial services preferred; bachelor’s/associate’s preferred; strong communication, multitasking, Salesforce experience, ability to prepare client paperwork and support advisors.
REPAYNASDAQ: RPAY: Provides vertically-integrated payment processing and financial technology solutions.
3+ YOE3+ years customer service/account management experience; strong Word and Excel skills; Salesforce/CRM experience; payments/merchant services preferred; excellent communication, problem solving, and attention to detail.
Microsoft Word, Microsoft Excel, Salesforce, IVR, CRM
Triumph Financial: Provides financial and technology solutions for the transportation industry.
0.5+ YOEProvide accurate financial transactions, develop customer relationships, open accounts, handle stop payments and card orders, and identify cross-sell opportunities; preferred 6-12 months teller or customer service experience.
Financial Operations and Client Relationship Coordinator
Maquoketa, Iowa, United States
OnsiteFull Time
Ohnward Bancshares: Iowa-based bank holding providing diverse financial services
2+ YOEMaintain client databases and Laserfiche files, process securities transactions, prepare client review materials, provide client service, and ensure regulatory compliance. Associate degree or equivalent and 2+ years experience.
First Community Trust: Provides investment and trust services for credit union members.
Previous experience with retirement plan (401k/403b) administration, proficiency with CRM (Salesforce) and Microsoft Office, strong communication and attention to detail. ASPPA/CEBS/QPA/CPC/NIPA designations a plus; credit and criminal history check required.
Salesforce, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOEHigh school diploma or equivalent; typically 3+ years retail banking experience; NMLS registration required; BSA/Reg/Z compliance awareness; strong client relationship, communication, and digital-product skills.
Northwestern Medicine: Academic health system providing clinical care and medical research.
1+ YOEHigh school diploma or equivalent; phlebotomy certification or ≥1 year phlebotomy experience; competency with EMR; knowledge of specimen processing and medical terminology.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
0+ YOEBachelor's degree with 0+ years client service/claims OR HS/GED with 3+ years client service/claims; active Producer's license; strong communication; MS Office proficiency; 1+ year client-facing experience preferred.
Village Caregiving: Provides non-medical in-home care and daily living assistance.
0+ YOENo prior experience required; paid caregiver training and CPR certification provided. Must assist with ADLs, communicate with clients and staff, report emergencies, and document client time/updates.
SISCO: Provides third-party benefit administration and health management for employers.
Serve as primary contact for brokers/clients, respond to inquiries, prepare reporting for renewals, lead client meetings, strong communication, Excel proficiency, presentation and problem-solving skills.
TRICOR Insurance: Independent agency providing personal and commercial insurance solutions.
Provide client service and retention, manage client relationships, maintain accurate account documentation, complete applications, and update coverage; insurance knowledge and strong organizational and communication skills.