34 client services specialist jobs at 27 companies in Iowa
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Client Services Specialist
Dubuque, Iowa, United States
$26-$33/hrHybridFull Time
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.
San Antonio or New York City or Hauppauge or Boston or Pompano Beach or Texas or Florida or Massachusetts or New York or Colorado or Connecticut or Iowa or Illinois or Maine or Maryland or Minnesota or North Carolina or New Jersey or Oregon or Pennsylvania or Rhode Island or South Carolina or Virginia or Wisconsin
HybridFull Time
Stirista: Provides identity resolution and data-driven marketing services.
3+ YOE3+ years experience in sales/marketing or related fields; bachelor’s degree preferred; proficiency with Microsoft Office Suite and Google Suite; strong communication, organization, and client-facing skills.
Microsoft Office Suite, Google Suite, OMNA Identity Graph
Pikesville or Arizona or Florida or Georgia or Indiana or Iowa or Kentucky or Louisiana or Maryland or Michigan or Minnesota or Missouri or Montana or Nebraska or Nevada or New Mexico or North Carolina or North Dakota or Ohio or Pennsylvania or South Carolina or South Dakota or Tennessee or Texas or Utah
$45k-$50k/yrRemoteFull Time
Lumelight: Provides integrated benefits compliance, claims processing, and administration services.
2+ YOECollege degree or 2–4 years client-facing experience, with at least 2 years overall experience. Requires Microsoft Office and Excel proficiency, communication, organization, problem-solving, and client service skills.
Microsoft Office, Microsoft Excel, Microsoft Windows, CRM, HRIS, ERP
Channel Fusion: Provider of channel marketing platforms and partner engagement services.
Client-facing program administration with strong communication, attention to detail, case management, and familiarity with data analysis and co-op marketing guidelines; 2+ years preferred.
Rochester or Ohio or Connecticut or Nevada or Iowa or Texas or Tennessee or Maine or Wisconsin or Illinois or Minnesota or New York or New Hampshire or South Carolina or Missouri or Virginia or North Carolina or Florida or Pennsylvania or Maryland or Alabama or Wyoming or Massachusetts or Arizona or Indiana or Michigan
$21-$29/hrHybridFull Time
NBT BancorpNasdaq: NBTB: Provides diverse banking, wealth management, and retirement administration services.
2+ YOEAssociate's degree and two years of customer service experience, or equivalent; Microsoft Office knowledge required; QKA preferred; strong communication, math, problem-solving, and document interpretation skills.
Children & Families of Iowa: Providing mental health, family support, and childcare services.
High school diploma or equivalent (associate preferred), pass background and child abuse registry checks, reliable transportation, ability to lift 25 lbs, strong customer service, attention to detail, and trauma-informed mindset.
Mittera: Provides commercial printing, direct mail, and marketing solutions.
1+ YOE1+ years relevant experience, high school diploma required (associate preferred), strong communication, organization, Microsoft product proficiency, ability to manage orders and meet deadlines.
Holmes Murphy: Provides insurance brokerage and risk management consulting services.
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.
Oklahoma City or Florida or Minnesota or Louisiana or Alabama or Iowa or Missouri or Wisconsin or Illinois or Arkansas or Georgia
RemoteFull Time
ConvatecLondon Stock Exchange: CTEC: Develops and manufactures medical solutions for chronic condition management.
1+ YOECall center or telesales experience, inbound/outbound campaign experience, high school diploma/GED, 1+ year sales/customer service experience, strong verbal skills, empathy for healthcare consumers.
Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Benetrends Financial: Provides funding and retirement solutions for entrepreneurs and franchises.
Organized, detail-oriented specialist to coordinate ROBS onboarding: client communication, documentation review, stock issuance support, SBA lender packages; Microsoft Office and CRM proficiency; financial services/onboarding experience preferred.
Caravel Autism Health: Provider of behavioral therapy for children with autism.
1+ YOEHigh school diploma/GED, 1+ year administrative or client-facing experience in medical/therapeutic settings, strong organization and communication, HIPAA knowledge, ability to multitask and use multi-line phone systems.
Cambridge Investment Research: Provides broker-dealer and investment advisory services to financial professionals.
Provide operational and administrative support to financial professionals and clients, process account activities, research and resolve inquiries, and follow policies and procedures.
RSM: Provides audit, tax and consulting services to middle-market businesses.
1+ YOE1-3 years project coordination or client service experience; strong organization, communication, time-management; proficiency with Microsoft Outlook, Excel, Word, PowerPoint; ability to handle confidential information.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Integrity Marketing Group: Distributes life, health and wealth insurance products via technology.
4+ YOERequires 4+ years of financial services client service or operations experience, 2+ years with a broker-dealer, RIA, or insurance organization, a bachelor's degree or equivalent, and FINRA Series 7 within six months.
Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
YSS: Provides education, counseling, and stability for youth and families.
1+ YOEBachelor's in human services (required), 1+ year related experience, valid driver’s license, age 21+, clean driving record, ability to transport clients, supervisory and on-call responsibilities, maintain required trainings.
Community and Family Resources: Provider of substance abuse and mental health treatment services.
High school diploma or equivalent; perform client monitoring, basic care support, light housekeeping, phone duties, and report issues; background check, drug screen, and TB test required prior to start.
Confluent Health: National network of physical and occupational therapy clinics.
Licensed clinician required (Certified Athletic Trainer, OT, COTA, PT, or PTA). Desire to improve workplace safety, deliver strategic client solutions, and pursue personal and professional growth.
Oak Brook or Alabama or Arizona or Florida or Georgia or Iowa or Illinois or Indiana or Michigan or Minnesota or Missouri or North Carolina or Nebraska or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Virginia or West Virginia
$80k-$100k/yrRemoteFull Time
Inspira Financial: Provides health, wealth, retirement, and financial custody solutions.
5+ YOERequires 5 years of client service or relationship management experience, strong communication and problem-solving skills, Microsoft Office proficiency, and Consumer Directed Health Benefits experience. College degree preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook
Lansdale or Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Benetrends Financial: Provides small business and franchise financing solutions.
Strong attention to detail, client communication, documentation review, Microsoft Office proficiency, ability to manage multiple priorities, discretion with sensitive data; experience in financial services or retirement plan onboarding preferred.