Hybrid Operations Associate: Financial Services Support

Palmer Group; West Des Moines (IA); Hybrid; USD 22,000 - 31,000; Full time

Benefits offered by this job

401k

Health insurance

ESOP

Hourly wage $19

Job summary

Palmer Group is hiring an Operations Associate in a hybrid role in West Des Moines, IA. You will support operational, administrative, and customer service tasks for the transitions department, handle journal entries and account transactions, and respond to inquiries from customers and colleagues.

Ideal candidates will have a year of operations experience, strong Microsoft Office skills, and a customer-focused mindset. A bachelor’s degree is preferred, and licensing like Series 99/6/7 is a plus.

Qualifications

• High school diploma or GED is required.
• At least 1 year of operations experience.
• At least 1 year of experience with Microsoft Office tools.
• Financial services industry experience preferred.

Responsibilities

• Serve as a key resource for operational, administrative, and customer service support within theTransitions department.
• Manage daily processing of departmental work, including journal entries, payment processing, and account transactions.
• Respond to phone and email inquiries from internal and external customers regarding account activity and procedures.
• Research customer accounts as requested.
• Collaborate with team members to deliver a consistent, high-quality service experience for financial professionals.
• Adhere to team procedures, operational processes, and regulatory requirements.
• Perform additional responsibilities as needed.

Skills

Customer service

Attention to detail

Team collaboration

Problem solving

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

Microsoft Office

Series 99/6/7 license (preferred)

Job description

Palmer Group is hiring an Operations Associate in a hybrid role in West Des Moines, IA. You will support operational, administrative, and customer service tasks for the transitions department, handle journal entries and account transactions, and respond to inquiries from customers and colleagues.

Ideal candidates will have a year of operations experience, strong Microsoft Office skills, and a customer-focused mindset. A bachelor’s degree is preferred, and licensing like Series 99/6/7 is a plus.