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Associate Receptionist Jobs in Iowa (NOW HIRING)

Client Service Associate

Waukee, IA · Hybrid

$14 - $19.25/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... supporting receptionist as needed * Understand the client's overall business needs and help ...

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... supporting receptionist as needed * Understand the client's overall business needs and help ...

Client Service Associate

Altoona, IA · Hybrid

$14 - $19.25/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... supporting receptionist as needed * Understand the client's overall business needs and help ...

Client Service Associate

Urbandale, IA · Hybrid

$13.75 - $19/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... supporting receptionist as needed * Understand the client's overall business needs and help ...

Client Service Associate

West Des Moines, IA · Hybrid

$14.25 - $19.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... supporting receptionist as needed * Understand the client's overall business needs and help ...

Client Service Associate

Clive, IA · Hybrid

$14.25 - $19.50/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... supporting receptionist as needed * Understand the client's overall business needs and help ...

Client Service Associate

Johnston, IA · Hybrid

$13.50 - $18.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... supporting receptionist as needed * Understand the client's overall business needs and help ...

At National Veterinary Associates, we want to make sure your experience connecting with us is seamless and straightforward. Here's what to expect when interacting with us: • We'll always reach out ...

At National Veterinary Associates, we want to make sure your experience connecting with us is seamless and straightforward. Here's what to expect when interacting with us: • We'll always reach out ...

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Associate Receptionist information

What are the key skills and qualifications needed to thrive as an Associate Receptionist, and why are they important?

To thrive as an Associate Receptionist, you need strong organizational skills, attention to detail, and a high school diploma or equivalent. Familiarity with office phone systems, scheduling software, and basic computer applications like Microsoft Office is typically required. Excellent verbal communication, professionalism, and a welcoming attitude are important soft skills for creating positive first impressions. These abilities ensure efficient front-desk operations, smooth visitor management, and contribute to a professional and friendly workplace environment.

What are some common challenges Associate Receptionists face in fast-paced office environments?

Associate Receptionists in busy office settings often juggle multiple responsibilities at once, such as answering phone calls, greeting visitors, and managing administrative tasks. Balancing these duties while maintaining professionalism and accuracy during peak periods can be challenging. Developing strong organizational skills and learning to prioritize tasks quickly are key to thriving in this role. Additionally, effective communication and a calm demeanor help navigate high-pressure situations and ensure a positive first impression for all visitors.

What does an Associate Receptionist do?

An Associate Receptionist is responsible for greeting visitors, answering phone calls, and directing inquiries to the appropriate staff members. They handle administrative tasks such as scheduling appointments, maintaining records, and managing incoming and outgoing mail. Their role is essential in creating a welcoming environment and ensuring smooth communication within the organization. Associate Receptionists often serve as the first point of contact for clients and guests, representing the company's professionalism and culture.
What are the most commonly searched types of Receptionist jobs in Iowa? The most popular types of Receptionist jobs in Iowa are:
What are popular job titles related to Associate Receptionist jobs in Iowa? For Associate Receptionist jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Associate Receptionist jobs in Iowa look for? The top searched job categories for Associate Receptionist jobs in Iowa are:
What cities in Iowa are hiring for Associate Receptionist jobs? Cities in Iowa with the most Associate Receptionist job openings:
Client Service Associate

Client Service Associate

Mariner Finance

Waukee, IA • Hybrid

$14 - $19.25/hr

Full-time

Posted 21 days ago


Mariner Finance rating

7.6

Company rating: 7.6 out of 10

Based on 22 frontline employees who took The Breakroom Quiz


Job description

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.
Responsibilities
  • Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
  • Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
  • Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
  • Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
  • Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
  • Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
  • Perform other duties as assigned
Qualifications
  • High school diploma required; bachelor's degree preferred
  • Financial services experience or applicable internship experience
  • Wealth management experience a plus
Skills and Knowledge
  • Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
  • Experience with eMoney a plus
  • Positive attitude toward client relations to provide exceptional, proactive client service
  • Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
  • Strong verbal and written communication skills are essential to effective client relationships
  • Highly organized with strong analytical skills
  • Able to work in a team environment
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
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