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1860 SE Princeton Dr.
Grimes, IA 50111
Client Experience Specialist
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Client Experience Specialist
Job Description:
The Client Experience Specialist is responsible for delivering a world-class, welcoming experience for every client, prospect, and guest who interacts with Merkle Retirement Planning. This role ensures in-office visits, events, and client communications are handled with professionalism, warmth, and precision.
This position is ideal for someone who thrives in a service-oriented environment, enjoys organization and multitasking, and takes pride in creating
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1860 SE Princeton Dr.
Grimes, IA 50111
Client Servicing Specialist, Merkle Retirement Planning
Category:
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
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