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Position Description:
The Client Servicing Specialist plays a pivotal role in helping Merkle Retirement Planning families bring their retirement visions to life and keep their retirement plans on track. Serving as a vital link between the Retirement Planners and clients, the Client Servicing Specialist is entrusted with the responsibility of delivering exceptional customer interactions that address clients' immediate needs and cultivate enduring trust.
In this vital position, the Client Servicing Specialist is a strategic partner in transforming clients' retirement dreams into tangible plans. They provide essential support, guidance, and a personalized touch that ensures Merkle Retirement Planning's clients' financial journeys are seamless and deeply meaningful.
Responsibilities & Expectations:
Required Qualities & Skills for the Client Servicing Specialist Position
Full Time
$51k-66k (estimate)
06/29/2024
07/12/2024
merkleretirementplanning.com
Grimes, IA