Customer Service Representative

Our client a well known Financial Services Firm is seeking a Operations/Customer Service Specialist in their Wes Des Moines, Iowa Location!

We are seeking a highly organized, professional, and personable individual to support new advisors during their onboarding experience. This role is ideal for someone who is extroverted, detail-oriented, and comfortable communicating via phone and meetings. The successful candidate will play a key role in ensuring a smooth onboarding process while providing operational and administrative support.

• Serve as a primary point of contact for newly onboarded advisors
• Communicate confidently and professionally via phone and virtual meetings
• Assist with onboarding questions and provide general operational guidance
• Perform accurate and timely data entry and document processing
• Maintain organized records and track onboarding progress
• Manage multiple tasks and priorities with strong time management skills
• Identify, troubleshoot, and resolve problems efficiently
• Collaborate with internal teams to ensure a seamless onboarding experience
• Adapt quickly and think critically when responding to inquiries

• Prior customer service or support experience
• Comfortable speaking on the phone and participating in meetings
• Strong organizational and time management abilities
• Excellent attention to detail and accuracy
• Professional communication and interpersonal skills
• Ability to think on your feet and respond confidently to questions
• Strong problem-solving mindset
• Team-oriented, helpful, and adaptable attitude
• Experience with data entry or administrative tasks preferred