Operations Associates
Job Description
Job Description
Join our client’s team as an Operations Associate and play an important role in delivering operational excellence and outstanding customer service. This position is responsible for supporting account-related transactions, researching customer requests, and partnering with colleagues to ensure efficient and accurate service delivery. We’re looking for someone who is proactive, detail-oriented, and eager to learn in a dynamic environment. Sound like you? Apply today!
Work Model:
- Hybrid
What You Will Do:
- Serve as a key resource for high-level operational, administrative, and customer service support within theTransitions department
- Manage the daily processing of departmental work, including journal entries, payment processing, and account transactions
- Respond efficiently and effectivelyto both phone and email inquiries from internal and external customers regarding account activity and procedures
- Research customer accounts as requested
- Collaborate with team members todeliver a consistent, high-quality service experience for financial professionals
- Adhere to team procedures, operational processes, and applicableregulatory requirements
- Perform additional responsibilities as needed
What You Will Need to Be Successful:
- Adaptability and flexibility inchanging environments
- Excellent organizational and communication skills
- Positive and collaborative team contributor
- Receptive to feedback and professional development
- Independent; self-motivated with strong problem-solving abilities
- Quick learner with the ability to manage multiple priorities
- Team-oriented mindset
- Energetic, results-oriented, and proactive
- High school diploma or GED
- At least 1 year ofoperations experience
- At least 1 year of experience with MicrosoftOffice tools
- Financial services industry experience (preferred)
- Bachelor’s degree (preferred)
- Series 99, 6, or 7 licensed (preferred)
- Strong customer service and issue-resolution skills
- Ability to multitask while effectively balancing deadlines, inquiries, and competing priorities
Benefits Overview:
- 401k
- Major health insurances
- Employee Stock Ownership Plan (ESOP)
- Clickherefor a complete list of benefits
- $19.00 per hour
Interested and qualified candidates can contact Jess Jones at (515) 225-7000 or email jjones@thepalmergroup.com.
#ZR
Employment Type: CONTRACTOR\nCompany Description
Searching for a job can be difficult, and finding the right fit is even harder. Each year, we help thousands of job seekers navigate a changing employment landscape by connecting them with opportunities that align with their skills, goals, and values. Since 1998, we’ve supported individuals across a range of industries by offering career opportunities in full-time, part-time, temp-to-hire, and contract roles.
From entry-level positions to professional and executive-level openings, we work with companies of all sizes, including local employers and nationally recognized brands, to place qualified talent where they’re needed most. Whether you're looking to gain experience or take the next step in your career, we’re here to help you grow your career with confidence. At the heart of our work is a commitment to building lasting relationships based on trust and shared success with every job seeker we serve.
Our experienced team of recruiters is dedicated to delivering personalized support at every stage of the job search—from resume feedback and interview coaching to honest, timely communication. To learn more, visit our website: thepalmergroup.com.
Company Description
Searching for a job can be difficult, and finding the right fit is even harder. Each year, we help thousands of job seekers navigate a changing employment landscape by connecting them with opportunities that align with their skills, goals, and values. Since 1998, we’ve supported individuals across a range of industries by offering career opportunities in full-time, part-time, temp-to-hire, and contract roles. \r\n\r\nFrom entry-level positions to professional and executive-level openings, we work with companies of all sizes, including local employers and nationally recognized brands, to place qualified talent where they’re needed most. Whether you're looking to gain experience or take the next step in your career, we’re here to help you grow your career with confidence. At the heart of our work is a commitment to building lasting relationships based on trust and shared success with every job seeker we serve. \r\n\r\nOur experienced team of recruiters is dedicated to delivering personalized support at every stage of the job search—from resume feedback and interview coaching to honest, timely communication. To learn more, visit our website: thepalmergroup.com.