11 client services administrator jobs at 8 companies in Ames, IA
2mo
Save
Mark Applied
Hide
Institutional Client Services Associate
Iowa or Des Moines or Dubuque
$29-$34/hr OnsiteFull Time
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
1d
Save
Mark Applied
Hide
Branch Office Administrator - Pleasant Hill, IA
Pleasant Hill, Iowa, United States
OnsiteFull Time
Provides client service, account management, administrative support, scheduling, documentation, marketing assistance, and technology support under the direction of financial advisors.
MoneyGuide, Salesforce, Microsoft Office
2mo
Save
Mark Applied
Hide
Client Service Representative
Hopkins, Minnesota, United States
$45k-$60k/yr OnsiteFull Time
1+ YOE1+ year in the financial industry or administrative role; associate degree or equivalent; detail oriented; self-motivated; strong client service and communication skills; proficient in Microsoft Office; Series 6/7 and 66 (or 63/65) preferred.
Microsoft Office, CRM software
3mo
Save
Mark Applied
Hide
Part-time Client Service Associate - NR
Ames, Iowa, United States
OnsitePart Time
2+ YOEAdministrative knowledge; industry knowledge; time management; critical thinking; customer service; communication skills.
Microsoft Office
3d
Save
Mark Applied
Hide
Client Service Specialist, PC
Waukee, Iowa, United States
OnsiteFull Time
0+ YOEHigh school diploma required; 0–1 year administrative, customer service, or office experience preferred. Active Property Casualty Insurance agent license required or obtainable within three months.
agency management system, exposure schedules
2mo
Save
Mark Applied
Hide
Branch Office Administrator - Ames, IA
Ames, Iowa, United States
OnsiteFull Time
Providing client service, account management, and administrative support for financial advisors; strong analytical thinking, attention to detail, adaptability, conversational skills, and digital tool proficiency (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
1mo
Save
Mark Applied
Hide
Branch Office Administrator - Des Moines, IA
Des Moines, Iowa, United States
OnsiteFull Time
Provide exceptional client service, manage account tasks and administrative operations, support marketing activities, and use firm technology such as MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1mo
Save
Mark Applied
Hide
Associate Client Success Partner
Des Moines, Iowa, United States
$40k-$50k/yr OnsiteFull Time
High school diploma, clear written and verbal communication, strong attention to detail, Microsoft Office proficiency, openness to learning Salesforce and Tableau, collaborative and coachable mindset, administrative and CRM skills.
Microsoft Office, Salesforce, Tableau, ClearanceJobs Admin, CRM
1w
Save
Mark Applied
Hide
Administrative Assistant 2
North Liberty or Des Moines or Iowa
$20/hr FieldFull Time
Provide administrative support, customer service, travel to members' homes for documentation, maintain client records, and assist with annual care planning. Valid driver\u000b\u0002license and ability to lift 25-50 lbs. required.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Adobe
3w
Save
Mark Applied
Hide
Legal Assistant - Case Management
Des Moines, Iowa, United States
$21/hr HybridFull Time
Client-facing legal assistant support; case management experience preferred; customer service, strong communication, organization, and US work authorization required.
3w
Save
Mark Applied
Hide
Recovery Specialist, Overnight (56163)
Cambridge, Iowa, United States
$18/hr OnsiteFull Time
1+ YOEHigh school diploma, 1 year caring for adolescent groups, valid state driver’s license and clean driving record, age 21+, ability to transport clients, on-call flexibility, medication administration and documentation skills.