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BD Customer Experience Specialist I

Principal Financial Group · Des Moines, IA · Broker Dealer Services

Compensation

$20.34 – $36.35 /yr

Employment type

Full-time

Work setting

On-site

Location

Des Moines, IA

Schedule

Day shift

Posted

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Job overview

The BD Customer Experience Specialist I is an onsite or hybrid role based in Des Moines, IA. The hourly pay for this position is $20.34 - $36.35, supporting the Broker Dealer Services team at Principal Financial Group. This role provides daily phone and chat support to financial professionals and clients regarding brokerage accounts, trades, and compliance regulations, ensuring accurate and timely communication.

What you'll do

  • Provide phone and chat support
  • assist with system navigation
  • resolve account problems
  • perform special projects
  • maintain confidentiality
  • educate users on software functionality.

What we're looking for

Skills & competencies
full-time
des moines ia
$20-$36/hr
customer service
broker dealer
finra
financial services
support
call center
hybrid eligible
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Personal Time Off (PTO)
  • Pension eligible
  • comprehensive health and wellness benefits.

Why this role

FINRA Series 6 required; Series 7 preferred.

About the employer

Principal Financial Group is hiring for this role. Industry: Investment Banking and Securities Intermediation. Sector: 52.

Additional details

Industry sector
52
Industry
Investment Banking and Securities Intermediation
Occupation code
15-1232.00
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