Categories
Finance / Investments
Hours:
Monday - Thursday 8 a.m. to 5 p.m.
Friday 8 a.m. to 4 p.m.
Driving Directions:
Merkle Retirement Planning is on the east side of Highway 141 in Grimes. We are just north of 80/35.
About Us
Merkle Retirement Planning serves pre-retirees and retirees with a focus on retirement income planning. Merkle Retirement Planning provides tax, investment, legacy and health care planning services.
Jobs
Client Servicing Specialist, Merkle Retirement Planning
Category: Financial Services
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
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Client Experience Specialist
Category: Financial Services
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
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Rep/Contact Info
Allyson Braun
Chief Operating Officer
- Phone: (515) 278-1006
- Send an Email
- 1860 SE Princeton Dr. Grimes IA 50111
Kristen Koenig
Client Relations Specialist
- Phone: (515) 278-1006
- Send an Email
- 1860 SE Princeton Dr. Grimes IA 50111