Operations Associates

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

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?

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)
• $19.00 per hour

#ZR

Employment Type: CONTRACTOR

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.
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.
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.