An award-winning financial solutions company in southeast Iowa is searching for a Customer Service Specialist. This role offers a great opportunity to build your knowledge of financial operations while supporting clients and financial professionals. You’ll gain hands-on experience with industry processes, problem-solving, and document coordination, all in a collaborative, growth-focused environment. An organized, tech-savvy, and detail-oriented individual with strong communication skills will excel in this role. Apply today to be considered!
Work model:
- On-Site
- Monday – Friday
- 8:00 AM – 5:00 PM
What you will do:
- Answer inbound client calls to assist with various requests
- Process paperwork in departmental queues timely and accurately
- Ensure proper application of and compliance with internal regulatory standards
- Implement policies and procedures in daily work
- Complete entry of new accounts, account transfers/closures, and client information changes
- Work through wire requests, incoming checks, and insufficient fund notices
- Create and update system IDs
What you will need to be successful:
- 1+ years of data entry/paperwork processing experience
- Strong Microsoft Office skills
- Strong attention to detail and problem-solving skills
- Experience with database software is a plus
- Knowledgeable regarding technology
- Independent and reliable
Benefits overview:
- 401k
- Major health insurances
- Employee Stock Ownership Plan (ESOP)
- Click here for a complete list of benefits
Interested and qualified candidates can contact Joye Moore at (319) 449-1200 or jmoore@thepalmergroup.com.
