Money Desk Specialist: Financial Ops & Client Service
Job in
Urbandale, Polk County, Iowa, 50322, USA
Listed on 2026-08-17
Listing for:
Insurance Administrative Solutions, L.l.c.
Full Time
position Listed on 2026-08-17
Job specializations:
-
Customer Service/HelpDesk
HelpDesk/Support, Office Administrator/ Coordinator, Customer Service Rep
Job Description & How to Apply Below
Integrity is seeking a Money Desk Specialist to support money movement requests and specialized operations for advisors and clients. You will process distributions, wire transfers, ACHs, cost basis inquiries, and trade orders while ensuring clear communication and timely processing.
The role requires strong Excel and Office skills, excellent communication, and the ability to collaborate across teams in a fast-paced environment. Office-based in the United States with no travel.
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