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Financial Services Representative

Tailored Management

Des Moines, IA

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JOB DETAILS
SALARY
$19 Per Hour
SKILLS
Administrative Skills, Analysis Skills, Background Investigation, Brokerage, Communication Skills, Contract Analysis, Corrective Action, Customer Service Operations, Customer Support/Service, Decision Support, Detail Oriented, Documentation, Establish Priorities, Financial Services, Financial Transactions, High School Diploma, Identify Issues, Insurance, Mail Processing, Microsoft Excel, Microsoft Word, Multitasking, Presentation/Verbal Skills, Problem Solving Skills, Service Delivery, Time Management, Transaction Processing/Management, Typing, Writing Skills
LOCATION
Des Moines, IA
POSTED
3 days ago
Role: Financial Services Representative
Pay Rate: $19 per hour, paid weekly
Location of Assignment: Fully Onsite | 1100 Locust Street, Des Moines, IA
Schedule: Monday – Friday, 8:00 A.M. to 4:30 P.M.
Target Start Date: 06/29/2026, upon completion of new hire onboarding

Overview
The Financial Services Representative plays a critical part in ensuring accurate mail handling and end-to-end transaction processing for bond-related business.

The ideal candidate thrives in a fast-paced environment, demonstrates strong problem-solving skills, and delivers exceptional service to both internal and external stakeholders. This role requires precision, adaptability, and a commitment to operational excellence.

Responsibilities
  • Sort and distribute both electronic and physical mail accurately and efficiently
  • Review daily batch print jobs and route documents appropriately
  • Fold, stuff, and prepare outgoing mail
  • Route checks and miscellaneous correspondence to the correct departments
  • Type letters and manage undeliverable mail
  • Manage the full lifecycle of bond transactions including new business, cancellations, reinstatements, amendments, and updates
  • Communicate with agents via email to provide documentation and respond to inquiries
  • Ensure a high level of accuracy and compliance in all processing activities
  • Respond to inquiries from customers, agents, brokers, and partners
  • Assist with financial transactions in accordance with policy guidelines
  • Interpret contract provisions and apply them to customer requests
  • Research records and reports to support accurate decision-making
  • Identify routine processing errors and complete corrective actions
  • Escalate complex or non-standard cases when necessary

Required Skills & Qualifications
  • Strong attention to detail with a high level of accuracy
  • Excellent written and verbal communication skills
  • Proven problem-solving and critical thinking abilities
  • Ability to multitask, prioritize, and manage time effectively in a fast-paced environment
  • Ability to work independently and troubleshoot using available resources
  • Quick learner with adaptability to new systems and processes
  • Proficiency in Microsoft Word and Excel
  • Minimum typing speed of 40 words per minute
  • High school diploma required; undergraduate coursework preferred
  • 2–3 years of experience in customer service, operations, or a related field preferred
  • Experience in insurance or financial services is a plus
  • Basic understanding of financial transactions and contract interpretation
  • Familiarity with office systems, recordkeeping, and general administrative processes
  • Strong analytical and decision-making skills
Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen.

#TMCS

About the Company

T

Tailored Management

CONNECTING TOP TALENT WITH TOP-TIER OPPORTUNITIES

Tailored Management is a global staffing firm that specializes in partnering with large organizations that run their contingent labor program in a VMS/MSP environment. We have the unique capacity to support programs across all scopes and geographic locations from a single headquarters, successfully elevating program performance across the board and minimizing costs, miscommunication and delivery times. But what do we really do? We bring together the best talent with the greatest opportunities.

COMPANY SIZE
1,000 to 1,499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1968
WEBSITE
https://www.tailoredmanagement.com/

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