Financial Operations Specialist - Client & Advisor Support
Integrity
Integrity is looking for a Money Desk Specialist to provide exceptional customer service to advisors and clients regarding money movement requests. This role involves processing requests like distributions, wire transfers, and ACH, while acting as a primary contact for clients. The ideal candidate will have experience in financial services and obtain a Series 7 certification within six months. Integrity emphasizes a supportive and rewarding work environment. #J-18808-Ljbffr Integrity
- ...and inspire confidence in our clients and communities everywhere. Our... ...What you’ll do As a seasonal Operations Technical Specialist, you will play a key role in supporting office readiness across H&R Block... ...leaders in tax preparation, financial services, and small business...SuggestedSeasonal workWork at officeRelocation
- ...The Customer Support & Billing Operations Specialist plays a key role in supporting daily operational workflows by managing billing related email requests... ..., skill set, level of education, certifications, client requirements, contract-specific affordability, government...SuggestedContract workWork at office
- ...preparation company is seeking a Seasonal Operations Technical Specialist in West Des Moines, Iowa. This role involves supporting office readiness, performing basic... .... Join a team focused on helping clients achieve their financial goals while enjoying competitive compensation...SuggestedSeasonal workWork at office
- BGM is seeking a Service Advisor in West Des Moines to manage client relationships and provide exceptional financial planning services. This role is ideal for someone who thrives... ...paid time off, health and education support, and flexible work models. #J-18808-Ljbffr...SuggestedFlexible hours
$75.8k - $121k
...talented individual to join our team at Marsh as a Client Advisor . This role will be based in Urbandale, Iowa,... ...such as white papers, strategic approaches, financial analyses, and presentations to support sales opportunities and account growth. Additionally...SuggestedWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$81.4k - $183.1k
...183,100.00 | 1 week ago The Business Operations Specialist II will define and translate business... ...summarizing information and trends. Daily Support: Troubleshoot the systems when there... ...Required Work Experience: Banking/Financial Services experience. Mortgage origination...Full timeWork experience placement$154.2k - $328.4k
...Sr. Client Advisor Marsh is seeking candidates for a Sr. Client Advisor in our US office. This is a hybrid role that has a requirement... ...knowledge on product lines by participating in internal networks and supporting client retention and new business production. What you...Minimum wageWork at officeLocal areaImmediate startRemote workFlexible hours3 days per week1 day per week$154.2k - $328.4k
Marsh is seeking candidates for a Sr. Client Advisor in our US office. This is a hybrid role that has a requirement of working at least three... ...on product lines by participating in internal networks and supporting client retention and new business production. What you need...Minimum wageWork at officeLocal areaImmediate startRemote workFlexible hours3 days per week1 day per week$30 - $32 per hour
...Supplier Enablement Operations Specialist Location: West Des Moines, IA;... ..., document procedures, and support training efforts. Perform... ...company that serves thousands of clients across the globe. When you... ...offer an optional layer of financial protection. We offer an...Hourly payContract work$90k - $140k
...Insurance Segment Accounting Operations Associate Boston, Des Moines KKR is a leading... ..., employing world-class people, and supporting growth in its portfolio companies and communities... ...the management of Global Atlantic Financial Group. References to KKR's investments...Contract workWork experience placementLocal areaWork visa- ...everyone belongs and is inspired to do their best work. As an Operations Specialist, you make sure that products flow smoothly through the... ...availability for customers, completing inventory tasks, supporting the implementation and maintenance of Apple preservation standards...Local areaRelocationNight shift
- Posted: 04/26/2026 Financial Services NOTE: This job was posted to... ...an enthusiasm for helping our clients, taking care of our employees... ...needs. As a Private Client Advisor in Chase Wealth Management, you... .... Your expertise will support a wide range of clients, from...
- Watercress Financial Group LLC is seeking an Office Administrator in West Des Moines. The role involves managing daily operations by supporting vendors, answering calls, tracking office supplies, and ensuring a professional front desk appearance. Candidates should have...Work at office
$20.25 - $24.75 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey to... ...serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe... ...and serve our clients with operational excellence and accuracy. Basic...Temporary workRelocation package$20.25 - $24.75 per hour
...serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe... ...Sign-On Bonus $1,500 Client Relationship Consultants build... ...experience and serve our clients with operational excellence and accuracy. This...Temporary workLocal areaRelocation package$67.5k - $96.3k
Cardinal Health in Des Moines is seeking a Finance Operations professional responsible for overseeing financial processes including customer rebates and cash applications. The ideal candidate should have a Bachelor's degree in Finance and at least 4 years of relevant experience...- The City of Clive (IA) is hiring for a labor position that involves the operation of various construction and maintenance equipment. Duties include maintaining and repairing city infrastructure like streets and stormwater systems, operating vehicles for maintenance tasks...
- Athene seeks a skilled individual for the Derivative Operations team to manage operational strategies and collaborate with various stakeholders. The role includes overseeing trade processing and ensuring proper data management. We require a Bachelor’s degree in relevant...
$33.7k - $56.16k
Sammons Financial Group Inc. is looking for an Operations Associate in West Des Moines, Iowa. The role involves managing transfer paperwork, ensuring compliance with company regulations, and providing customer service for incoming transfers. Ideal candidates will have a...$30 - $32 per hour
Apex Systems is looking for a Supplier Enablement Operations Specialist to work in West Des Moines, IA. In this role, you will participate in initiatives focused on Operational Accounting, manage supplier setups, and resolve discrepancies with purchasing systems. Ideal...Hourly payContract work- ...manual labor and semi-skilled to skilled work often involving the operation of light-to-heavy-duty construction and maintenance equipment.... ...and taking appropriate action. Provides assistance and support in City emergencies. Attends required safety and technical training...Seasonal workWork at office
- A leading financial services company located in Iowa seeks a Seasonal Operations Technical Specialist to support office readiness across its tax office network. The role involves executing operational and technical tasks, including office maintenance and supply delivery...Seasonal workWork at office
- ...programs in construction environments. The role involves site inspections, leading safety training initiatives, and collaborating with operational teams to promote a proactive safety culture. Ideal candidates will have a minimum of 5 years of experience in safety management,...
- ...Dollars for Scholars Program Employee Appreciation Program Free Membership for self and one family member or friend Team Member Support Team Health, Dental and Vision Insurance Critical Illness Insurance Short Term Disability Insurance Accident Insurance...Full timeTemporary workPart timeLocal areaShift work
- ...Launch quickly with full training and support. Silicon Valley Financial is currently expanding and offering... ...growth by engaging with interested clients, identifying their needs, and offering... ...: Fully remote work setup - operate from anywhere with no commute Unlimited...For contractorsRemote work
$90.23k
Lead Finance Operations Specialist Location: United States - Nationwide (Hybrid Work Options possible) Responsibilities Lead internal financial, planning, and analysis projects including budget,... ...function for financial issues. Support management decision‑making and leadership...$55 - $60 per hour
...full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most... ...individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards...Hourly payDaily paidContract workWork at office- As a Customer Service & Sales Representative , you will receive extensive classroom training, virtual support, and one‑on‑one mentorship to become fully equipped as an expert in the industry and our organization. You will provide exceptional customer service and support...Weekly payFlexible hours
- Urban-Outfitters-7e13a49d in West Des Moines is seeking a Product Flow Specialist to enhance the customer experience. This role involves supporting back of house operations, ensuring product flow from receipt to placement, and maintaining organizational standards to drive...Flexible hours
- ...Service & Sales Representative As a Customer Service & Sales Representative, you will receive extensive classroom training, virtual support, and one-on-one mentorship to become fully equipped as an expert in the industry and our organization. You will provide exceptional...Weekly payFlexible hours
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