Financial Services Representative

Financial Services Representative

Role: Financial Services Representative Pay Rate: $19 per hour, paid weekly Location of Assignment: Fully Onsite | 1100 Locust Street, Des Moines, IA Schedule: Monday Friday, 8:00 A.M. to 4:30 P.M. Target Start Date: 06/29/2026 Overview The Financial Services Representative plays a critical part in ensuring accurate mail handling and end-to-end transaction processing for bond-related business. The ideal candidate thrives in a fast-paced environment, demonstrates strong problem-solving skills, and delivers exceptional service to both internal and external stakeholders. This role requires precision, adaptability, and a commitment to operational excellence.

Responsibilities

• Sort and distribute both electronic and physical mail accurately and efficiently
• Review daily batch print jobs and route documents appropriately
• Fold, stuff, and prepare outgoing mail
• Route checks and miscellaneous correspondence to the correct departments
• Type letters and manage undeliverable mail
• Manage the full lifecycle of bond transactions including new business, cancellations, reinstatements, amendments, and updates
• Communicate with agents via email to provide documentation and respond to inquiries
• Ensure a high level of accuracy and compliance in all processing activities
• Respond to inquiries from customers, agents, brokers, and partners
• Assist with financial transactions in accordance with policy guidelines
• Interpret contract provisions and apply them to customer requests
• Research records and reports to support accurate decision-making
• Identify routine processing errors and complete corrective actions
• Escalate complex or non-standard cases when necessary

Required Skills & Qualifications

• Strong attention to detail with a high level of accuracy
• Excellent written and verbal communication skills
• Proven problem-solving and critical thinking abilities
• Ability to multitask, prioritize, and manage time effectively in a fast-paced environment
• Ability to work independently and troubleshoot using available resources
• Quick learner with adaptability to new systems and processes
• Proficiency in Microsoft Word and Excel
• Minimum typing speed of 40 words per minute
• High school diploma required; undergraduate coursework preferred
• 23 years of experience in customer service, operations, or a related field preferred
• Experience in insurance or financial services is a plus
• Basic understanding of financial transactions and contract interpretation
• Familiarity with office systems, recordkeeping, and general administrative processes
• Strong analytical and decision-making skills

Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen. #TMCS