Operations Coordinator
Integrity
- # Operations CoordinatorApply: Urbandale, IA: Full time: Posted Today: JR4800The Operations Coordinator is responsible for customer service support of financial advisors through processing of new account applications, account changes, and service requests, per representatives/client instructions. This role responds to inquiries in respect to all products offered by Brokers Financial. Also, the Operations Coordinator communicates with and assists, financial advisors with various requests, and support firm’s regulatory obligations.**Essential Job Functions**, other duties assigned* Process new account applications and client requests daily and within designated timeframes.* Communicate with Financial Advisors and/or clients through phone and/or email to resolve incomplete or “bad order” applications and/or requests and to find solutions to problems. Consult with appropriate leaders/management as needed to deal with difficult situations or exception.* Accurately enter client’s personal and suitability information into the Firm’s Books and Records system and facilitate required regulatory mailing obligations* Provide customer service to Financial Advisors and the clients through various means including written correspondence, email, phone, internet, and fax.**Experience and Education*** Financial industry experience preferred.* High school diploma or general education degree (GED) and at least 1 year working directly with a broker-dealer, RIA, or insurance.* FINRA Series 6 or 7 preferred, but not required. Must become a non-registered fingerprint person of Brokers Financial.**About Integrity****Integrity** is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. **Integrity** is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.**Integrity** offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At **Integrity,** you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.Headquartered in Dallas, Texas, **Integrity** is committed to meeting Americans wherever they are — in person, over the phone or online. **Integrity’s** employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.*Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.*
- J-18808-Ljbffr Integrity
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Operations Coordinator in Urbandale, IA vacancy
$19 - $20 per hour
Job Title: Operations CoordinatorJob Description The Operations Coordinator provides accurate and timely commissions and contracting support to agents and business partners, responding to inquiries through multiple communication channels while consistently delivering best...SuggestedFull timeContract workTemporary workWork at officeMonday to Thursday- Job Description The operations coordinator supports MidAmerican Energy Company’s electric delivery in an effort to achieve departmental and corporate objectives. The position is responsible for processing supplier invoices into the requisitioning application. This includes...SuggestedContract workFor contractorsWork experience placementWork at officeLocal area
- Walsh Door + Security in Des Moines, IA is seeking an HR Coordinator to join our team. This full-time role supports benefits administration, onboarding, HRIS maintenance and employee relations in a fast-paced, manufacturing-adjacent environment. You will manage enrollments...SuggestedFull time
$18 - $22 per hour
...and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 8...SuggestedContract workTemporary workWork experience placementWork at officeTEKsystems
West Des Moines, IA22 hours ago- ...Sales & Operations Coordinator Under limited supervision, the Sales & Operations Coordinator is responsible for executing and coordinating the quote-to-order process to ensure accuracy, completeness, and timely fulfillment of customer orders. This role serves as a...SuggestedFor contractorsLocal areaImmediate startFlexible hours
- ...was founded by John L. Wright. Job Summary: The Field Operations Technology Specialist serves as a subject matter expert for supported... ...operational needs, support end users, deliver training, coordinate testing and implementation activities, and recommend...Full timeWork at officeLocal area
Wright Service Corp.
West Des Moines, IA19 hours ago - ...C&B Operations Associate We inspire purpose-filled living that brings joy to the modern home. With a team of more than 8,000 associates spanning 130 store and distribution locations across the U.S. and Canada, we achieve together, drive results and innovate to inspire...Work at officeLocal areaFlexible hours
$40k - $50k
...over 125 years. FMH is seeking a Crop Insurance Underwriting Operations Specialist. This individual is responsible for recommending... ...Assists the UW Operations Manager in developing, planning, and coordinating operational activities for the UW staff. Serves as a Liaison...Work at officeWork from home$18.31 - $21.96 per hour
...outdoors, for people and our planet. Our team seeks a Sr. Operations Specialist to guide the store to operational excellence. This... ..., processes HR documentation, maintains store files. Coordinates the Safety Committee, Product Quality issues, and Loss...Hourly payWork at officeFlexible hoursWeekend workAfternoon shiftREI (Recreational Equipment Inc.)
West Des Moines, IA4 days ago$21 - $22.8 per hour
Operations Specialist The International Rescue Committee (IRC) responds to the world's worst humanitarian crises, helping to restore health... ...with supply chain and financial compliance guidelines and coordinate servicing and repairs as needed. Support office inventory including...Work experience placementCasual workWork at officeLocal areaImmediate startAfternoon shift- ...OPERATIONS SPECIALIST Do you have what it takes to lead in the heart of Naval combat? As an Operations Specialist, you will serve as a supervisor and leader in the top−secret Combat Information Center. From the ocean surface, to outer space, you have a complete picture...Full timePart timeWorldwideOverseasNight shift
U.S. Navy
Des Moines, IA4 days ago - ...Job: Office operations coordinator - construction & service Location: Grimes, Iowa Fulltime Direct Hire New Construction Support •Support job/customer setup and maintain accurate project information in SimPro. •Maintain organized electronic project folders...Full timeWork at office
Hanosys
Grimes, IA1 day ago - WesleyLife is seeking an Administrative Coordinator to act as the front desk concierge and provide comprehensive administrative support across the organization. You will welcome guests, manage inquiries, handle calendar and meetings, prepare presentations, and assist leaders...
- Job Title Revenue Operations Analyst Job Description About The Position | Major Goals and Objectives and Location Requirements: The Revenue Operations Analyst will focus on maximizing yield, reaching client KPIs, and delivering on digital campaign commitments. They...Work at officeLocal areaRemote work2 days per week
$77k - $202k
Industry/SectorHealth ServicesSpecialismOperationsManagement LevelSenior AssociateJob Description & SummaryAt PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals...Full timeH1bPwC
Des Moines, IA4 days ago- ...Job Title: Accounting Operations Supervisor. Location - Urbandale, IA Role Summary The Accounting Operations Supervisor leads a team of accounting operations professionals to deliver accurate, timely, and controlled transaction processing and accounting support...Full timeLocal area
Rang Technologies Inc
Urbandale, IA4 days ago $124k - $280k
...ServicesSpecialismOperationsManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs a Payer Back Office Strategy / Technology / Operations Consultant, Senior Manager, you will play a pivotal role in transforming health services operations within our Business & Supply...Full timeH1bPwC
Des Moines, IA3 days ago- ...informed. In business aviation, precision, communication, and execution drive every successful aircraft project. As an Operations Coordinator - Aircraft Services , you will own the coordination activities that keep projects moving efficiently from arrival to delivery...Work at officeMonday to Friday
$30 per hour
...products and services on time, while ensuring efficiency and cost-effectiveness throughout the supply chain. Role Overview The Operations Analyst intern will assist with supporting customer projects, internal team projects, working with suppliers/vendors, creation of...Hourly payTemporary workInternshipFlexible hoursOracle
Des Moines, IA3 days ago- POSITION DESCRIPTION:The Manager - Air Operations leads a team of Event Air Managers in delivering high-quality air operations and support... ...to assess employee skills, training and developmental needs, coordinate workpriorities and provide constructive performance feedback;...Temporary work
ITA Group
Des Moines, IA2 days ago - As the Supervisor - Operations, you will supervise one or more departments within a warehouse operation including receiving, picking, packing... ...the development of processes and procedures. Responsibilities:Coordinate employee work assignments to achieve inbound and outbound...Immediate startWorldwideShift work
Wesco International
Urbandale, IA3 days ago $99k - $232k
...ServicesSpecialismOperationsManagement LevelManagerJob Description & SummaryThe OpportunityAs a Payer Back Office Strategy / Technology / Operations Consultant, Manager, you will play a pivotal role in transforming health services operations by leveraging your expertise in...Full timeH1bPwC
Des Moines, IA1 day ago- ...design and associated clinical configurations, serves as clinical operations specialist for both internal and external stakeholders,... ...service attributesDevelop concepts for new covered services and coordinate with Product, Clinical Program Management, Quality Management,...Work experience placementWork at officeImmediate start
- Team Management Services (TMS) is seeking a hands-on support coordinator based in Des Moines to handle field administration and internal operations. You’ll partner with Market Managers, PMs, Coordinators, and Field Leads to relieve them from routine tasks so they can focus...Full timeWork at office
- ...a full-time payroll administrator to manage payroll processing, incentive and benefits uploads, and related reporting. You will coordinate with internal departments to ensure accurate records and timely processing. The role emphasizes accuracy, confidentiality, and adherence...Full time
- ...Job Description Job Description Description: As a Claims Operations Specialist, you will support the end-to-end claims intake process by managing intake channels, claim set up, and responsive assistance. Your role will include combining advanced administrative expertise...Casual workCurrently hiringWork at officeWork visa
Homesteaders Life Company Corp
West Des Moines, IA3 days ago - ...Job Description Job Title: Accounting Operations Supervisor. \n Location - Urbandale, IA \n \n Role Summary \n The Accounting Operations Supervisor leads a team of accounting operations professionals to deliver accurate, timely, and controlled transaction...Local area
Rang Technologies Inc
Urbandale, IA8 days ago - Overview Make an impact through data.The Operations Data Analyst will be responsible for providing leadership data insights and provide information regarding key clinical, organizational, and financial metrics. The Operations Data Analyst will utilize knowledge of data...Daily paidFull timeTemporary workRemote workMonday to FridayShift work
UnityPoint Health
Des Moines, IA2 days ago - ...Director of Operations Des Moines, Iowa, United States Or refer someone About the Job Director of Operations BHT SUPERVISOR... ...implementation and workflow improvements Communication & Coordination Serve as primary point of contact for BHT staff during...All shiftsShift work
Yoso Recruiting
Des Moines, IA1 day ago - ...Job Title: Director of Operations Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers... ...accounts including history, reconciling data and training. Coordinate and communicate activities and status to appropriate leadership...Temporary workWork at officeLocal area
Brokers International
Urbandale, IA22 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Operations Coordinator. Be the first to apply!
Related searches
- dental operations Urbandale, IA
- service operations leadership development program Urbandale, IA
- senior operations technician Urbandale, IA
- special operations Urbandale, IA
- amazon sales operations Urbandale, IA
- clinical operations Urbandale, IA
- creative operations Urbandale, IA
- hybrid operations Urbandale, IA
- vice president of field operations Urbandale, IA
- operations tech Urbandale, IA