Client Associate (Financial Services)

Location: Omaha, Nebraska, United States; on-site

Company

Employee-owned financial services firm with 90 years of business history, focused on ethical and client-centered wealth management.

What you will do

• Provide professional and courteous service while managing client requests.
• Review, maintain, and process account documents and transaction information.
• Resolve complex issues and assignments related to client accounts.
• Assist with comprehensive financial plans for current and prospective clients.
• Support client mailings, communications, events, appointments, correspondence, and other branch projects.
• Facilitate client fund and securities transfers and issue checks upon request while following compliance procedures.

Requirements

• Strong client relationship, written and verbal communication, and problem-solving skills.
• Ability to manage multiple competing priorities in a deadline-oriented environment.
• High attention to detail and accuracy, including semi-advanced mathematical calculations.
• High school graduation or comparable work experience; post-secondary education preferred.
• Solid Microsoft Word, Excel, and Outlook skills, plus willingness to learn innovative technology tools.
• Must pass the Series 7 and Series 66, or Series 63/65, licensing exams within 120 days of hire if not already licensed.

Nice to have

• Current Securities Industry Essentials (SIE), Series 7, and Series 66, or Series 63/65 licenses.
• Experience in a project-management-style environment.

Culture & Benefits

• Full-time employment in a collaborative, employee-owned organization.
• Medical, dental, and vision coverage.
• 401(k) and ESOP contributions.
• Sick, vacation, maternity, and parental leave, plus paid holidays.
• Professional development opportunities and tuition reimbursement up to a $15,000 lifetime cap.
• Discounted personal insurance, charitable gift matching, and a company day of giving.