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Director of Service Excellence

Merkle Retirement Planning
Grimes, IA Full Time
POSTED ON 3/5/2025
AVAILABLE BEFORE 4/3/2025
About the Role:

We are looking for a talented Director of Client Experience to lead our Client Experience Team. In this key role, you will act as primary liaison for our Leadership Team and Retirement Planners, addressing processes, managing escalated requests, and resolving issues related to client experience.

Responsibilities include providing direction and mentorship to team members, overseeing and optimizing Client Experience processes, and identifying training and development needs within the team.

The ideal candidate will have a bachelor's degree from an accredited institution and possess excellent communication and problem-solving skills.

Benefits of Working at Merkle Retirement Planning:
  • Opportunity to make a meaningful impact on clients' lives
  • Collaborative and dynamic work environment
  • Competitive compensation and benefits package

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