Top 651 Client service associate Jobs in Omaha, Ne

Client Service Associate
Mariner Wealth Advisors —Omaha, NE
- $60,000 - $75,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
9d
Client Service Associate
Coverys —Omaha, NE
- $45,420 - $65,550 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
4d
Client Service Associate
Edelman Financial Engines, LLC —Omaha, NE
- $54,000 - $65,000 a year
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Sonographer - General and Vascular
TridentCare —Omaha, NE
- $40 - $50 an hour
- Full-time
- Background check
- Current TB test
- Nursing home
- Paid holidays
- Disability insurance
Project Manager
Detego Health —Omaha, NE
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Agile
- Health insurance
- Dental insurance
Quick Apply
Graphic Designer
Insurance Agency Marketing Services, Inc —Elkhorn, NE
- $48,000 - $58,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
10d
Survey Technician Omaha, NE
Blew & Associates, P.A. —Omaha, NE
- $70,000 - $95,000 a year
- Overtime
- Construction site
- Research
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
Associate Attorney- Relocation Required
Parnall Law —Omaha, NE
- $200,000 - $400,000 a year
- Full-time
- 5 years
- In-person
- Senior level
- Paid holidays
- Disability insurance
Quick Apply
Low Voltage Field Technician (2 year experience required)
Electronic Sound —Omaha, NE
- $20 - $30 an hour
- Overtime
- Background check
- Customer service
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
3d
Rural Carrier Associate
USPS —Treynor, IA
- $20.18 - $20.38 an hour
- Part-time
- Background check
- Clean driving record
- Heavy lifting
- Paid training
- Health insurance
Quick Apply
Associate Attorney
Blazek Law Group —Omaha, NE
- From $74,160 a year
- Full-time
- No experience needed
- US work authorization
- In-person
- Flexible spending account
- Paid time off
Quick Apply
Client Executive
Team Wireless - Verizon Authorized Retailer —Omaha, NE
- Spanish
- English
- Research
Quick Apply
Flex Truck Driver - Class A - $3500 Retention Bonus - Penske Logistics
Penske Truck Leasing and Logistics —Omaha, NE
- $120,000 a year
- Full-time
- Dealership
- Customer service
- Ability to walk for extended periods
- AD&D insurance
- Paid holidays
Accounting Specialist
Gallup —Omaha, NE
- $75,000 - $85,000 a year
- 5 years
- Office
- Finance
- Health insurance
- Dental insurance
Truck Driver - CDL Class A - Penske Logistics
Penske Truck Leasing and Logistics —Omaha, NE
- $66,248 a year
- Full-time
- Customer service
- Ability to walk for extended periods
- DOT physical examination
- AD&D insurance
- Paid holidays
3d
Entry Level Insurance Sales Agent
Performance Matters Associates —Omaha, NE
- $60,000 - $80,000 a year
- Full-time
- No experience needed
- High school diploma or GED
- Driver's License
- Health insurance
- Opportunities for advancement
Quick Apply
Truck Driver - CDL Class A - Penske Logistics
Penske Truck Leasing and Logistics —Omaha, NE
- $30.01 an hour
- Overtime
- Surgery
- Ability to walk for extended periods
- DOT physical examination
- AD&D insurance
- Paid holidays
Recovery Specialist II Overnight Shift - Mental Health 502
Telecare Corporation —Bellevue, NE
- $15.54 - $18.73 an hour
- Overnight shift
- 18 years or older
- CPR Certification
- Current TB test
- Paid holidays
- Health insurance
Quick Apply
5d
Assistant Manager, Financial Center
PenFed Credit Union —La Vista, NE
- $25 - $27 an hour
- Extended hours
- Spanish
- Mid-level
- Office
- Paid parental leave
- Disability insurance
9d
Neurology Veterinary Technician
VCA Animal Hospitals —Omaha, NE
- $26 - $30 an hour
- Full-time
- Mid-level
- Operating room
- Continuing education credits
- Paid parental leave
11d

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client service associate jobs near omaha, ne

Client Service Associate

Mariner Wealth Advisors -
Omaha, NE

Apply Now

Job Details

Full-time
$60,000 - $75,000 a year
9 days ago

Qualifications

High school diploma or GED

Full Job Description

Location

Omaha, NE

Address

Omaha, Nebraska

Employment Type

Full time

Location Type

On-site

Department

Wealth

Compensation

$60K – $75K • Offers Bonus

Our compensation reflects the cost of talent across multiple US geographic markets. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.

Responsibilities

Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
Understand the client’s overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
Perform other duties as assigned

Qualifications

High school diploma required; bachelor’s degree preferred
Financial services experience or applicable internship experience
Wealth management experience a plus

Skills and Knowledge

Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
Experience with eMoney a plus
Positive attitude toward client relations to provide exceptional, proactive client service
Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
Strong verbal and written communication skills are essential to effective client relationships
Highly organized with strong analytical skills
Able to work in a team environment

#LI-NW1

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V

Compensation Range: $60K - $75K

Apply Now

Refine Your Search

client service associate jobs in omaha, ne

Client Service Associate

Client Service Associate

Client Service Associate

Sonographer - General and Vascular

Project Manager

Graphic Designer

Survey Technician Omaha, NE

Associate Attorney- Relocation Required

Low Voltage Field Technician (2 year experience required)

Rural Carrier Associate

Associate Attorney

Client Executive

Flex Truck Driver - Class A - $3500 Retention Bonus - Penske Logistics

Accounting Specialist

Truck Driver - CDL Class A - Penske Logistics

Entry Level Insurance Sales Agent

Truck Driver - CDL Class A - Penske Logistics

Recovery Specialist II Overnight Shift - Mental Health 502

Assistant Manager, Financial Center

Neurology Veterinary Technician

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