Palmer Group has partnered with our client to find a Digital Experience Temp to join their team. This position is ideal for someone who thrives in a fast-paced, client-facing environment and enjoys being a trusted resource for both customers and financial professionals. With a focus on resolving issues efficiently, delivering real-time training, and improving service processes, this role offers the opportunity to make a significant impact on both internal operations and client satisfaction. The position also enables you to apply a broad range of skills – from technical troubleshooting to effective communication – making it ideal for a self-motivated professional who excels in problem-solving and process improvement. Apply today to learn more!

Work model:

• On-Site
• 8:00 AM – 5:00 PM
• Monday – Friday

What you will do:

• Investigate customer problems, determine underlying causes, and effectively address complaints in a timely manner
• Provide thorough and precise resolution of issues by attentively listening to customer needs and conveying solutions clearly
• Develop a comprehensive knowledge of company services, products, and software to respond to customer inquiries and handle customer interactions effectively
• Provide real-time training to financial professionals on systems, processes, and procedures supported by the department
• Support customers by resolving technology-related questions, and provide information to management, colleagues, and financial professionals as needed
• Explain both internal and external policies and procedures to colleagues and financial professionals, reporting potential violations to management when needed
• Partner with internal teams and clearing firms to create and execute enhanced procedures to optimize service processes
• Act as the primary contact for the team in terms of resolving complex issues, while also building trust and nurturing loyalty with financial professionals as a service experience expert

What you will need to be successful:

• 2+ years of related education, experience, and/or training
• Skill with reading, analyzing, and interpreting technical procedures, regulations, and business documents
• Proficiency with drafting procedure manuals, reports, and business correspondence
• Proven ability to present information effectively, as well as address questions from customers, managers, and associates
• Proficiency with calculating proportions, interest, discounts, commissions, percentages, probability, circumference, area, and volume, as well as application of basic algebra and geometry concepts
• Skilled with identifying problems, gathering data, verifying facts, and forming valid conclusions to solve problems with a variety of variables; skilled with comprehending instructions in various formats
• Typing skills of at least 30-40 wpm
• Proficiency with email, word processing, spreadsheets and their macros, internet applications, database software, and company software
• Excellent written and verbal communication, both in one-on-one and small group settings
• Demonstrated professional and polite communication with co-workers and the public
• Strong organization, self-motivation, and time management skills, as well as the ability to work independently

Benefits overview:

• 401k
• Major health insurance
• Employee Stock Ownership Plan (ESOP)
• Click here for a complete list of benefits

Interested and qualified candidates can contact Madison Kuhl at (319) 449-1200 or mkuhl@thepalmergroup.com.

We are looking for a dedicated Data Integrity to join our team. This entirely onsite role offers a consistent Monday–Friday schedule, minimal phone work, and the potential to convert to full-time by year-end. If you are detail-oriented and passionate about maintaining data accuracy, this position is perfect for you!

Work model:

• On-Site
• Monday – Friday
• 8:00 AM – 5:00 PM

What you will do:

• Accurately and promptly enter and verify detailed client information in the departmental database
• Conduct preliminary research and review of business processes or data
• Demonstrate a thorough understanding of essential technology platforms to troubleshoot and investigate issues
• Professionally and courteously handle and resolve incoming telephone, voicemail, email, and occasional in-person requests
• Collaborate with other departments on the entry and maintenance of account information
• Assist with accuracy checks of team data entry to ensure high accuracy levels

What you will need to be successful:

• 1+ years of related experience
• Strong communication skills
• Comfortable working with data, numbers, and performing basic math functions
• Ability to follow written and oral instructions and solve routine problems using reasoning skills
• Proficient in database software, email, internet applications, spreadsheets (including macros), and word processing
• Self-motivated, independent, and calm under pressure

Benefits overview:

• 401k
• Major health insurance
• Employee Stock Ownership Plan (ESOP)
• Click here for a complete list of benefits

Interested and qualified candidates can contact Madison Kuhl at (515) 225-7000 or mkuhl@thepalmergroup.com.

• 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.