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 Onboarding Specialist, Merkle Retirement Planning
Category: Financial Services
Client Onboarding Specialist, Merkle Retirement Planning
The Client Onboarding Specialist plays a critical role in ensuring a seamless and welcoming experience for our clients as they join our firm, handling paperwork, account setup, and the efficient tracking of asset transfers. The Client Onboarding Specialist will be the initial point of contact on the Client Servicing Team for new clients,
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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