Top 197 Client 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
2d
Business Associate
Summit Dental Health —Omaha, NE
- Up to $22 an hour
- Full-time
- Background check
- Dental office
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply
9d
Client Associate
D.A. Davidson —Omaha, NE
- Full-time
- Microsoft Outlook
- Research
- Office
- Paid holidays
- Health insurance
Customer Success Associate
Orion Advisor Solutions —Omaha, NE
- $20.67 - $29.57 an hour
- Full-time
- Hybrid work
- Salesforce
- Office
- High school diploma or GED
- Paid parental leave
- Loan repayment program
Move Money Solutions Associate
Charles Schwab —Omaha, NE
- $24.52 - $27.88 an hour
- Hybrid work
- Computer literacy
- Research
- Office
- Paid parental leave
- Employee stock purchase plan
4d
Facilities CSR Help Desk Associate
The Millennium Group —Omaha, NE
- From $20 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Windows
Quick Apply
Retail PT Store Associate
Office Depot —Omaha, NE
- $15.00 - $15.15 an hour
- Part-time
- Computer literacy
- No experience needed
- High school diploma or GED
- Commuter assistance
- Health savings account
Part-Time Retail Sales Associate
KOHLS —Omaha, NE
- From $15 an hour
- Part-time
- Writing skills
- 16+ years old
- Communication skills
Part Time Afternoon Receptionist
Curnes Financial Group —Omaha, NE
- From $18.36 an hour
- Part-time
- Bilingual
- Background check
- Google Workspace
- Dental insurance
- Flexible schedule
Quick Apply
3d
Clerical Associate
JOB SOURCE USA INC —Omaha, NE
- $18 an hour
- Monday to Friday
- In person
- Office
- High school diploma or GED
- Organizational skills
Quick Apply
14d
Platform Support Associate
Orion Advisor Solutions —Omaha, NE
- $20.67 - $29.57 an hour
- Full-time
- Hybrid work
- Salesforce
- Office
- High school diploma or GED
- Paid parental leave
- Loan repayment program
Soap Maker / Retail Associate Part Time - Dodge
Buff City Soap Franchise —Omaha, NE
- $15 an hour
- Part-time
- Ability to walk for extended periods
- Computer literacy
- Ability to lift 50 pounds
- Employee discount
- Opportunities for advancement
Quick Apply
12d
Client Service Liaison
University of Nebraska Medical Center —Omaha, NE
- $22.12 - $33.17 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
9d
Associate Banker
BMO Financial Group —Omaha, NE
- $41,714 - $50,000 a year
- Full-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Sales Associate
Sun Tan City - Metallic Tan —Omaha, NE
- $12 an hour
- Part-time
- Ability to walk for extended periods
- Computer literacy
- No experience needed
- Wellness program
- Employee discount
Quick Apply
Sales Support Associate II
Coach —Omaha, NE
- $15.00 - $18.50 an hour
- Part-time
- English
- Ability to lift 50 pounds
- Organizational skills
- Commuter assistance
- Paid parental leave
Associate Veterinarian
Heartland Pet Hospital —Bellevue, NE
- From $115,000 a year
- Full-time
- Mid-level
- Mentoring
- Leadership
- Continuing education credits
- Paid holidays
Quick Apply
Associate Attorney
Kendall, Crawford & Reeker, PC LLO —Omaha, NE
- $70,000 - $90,000 a year
- Full-time
- Spanish
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Morgan Pet Clinic (Omaha, NE) - Associate Veterinarian
Morgan Pet Clinic —Omaha, NE
- Weekends as needed
- Mid-level
- Leadership
- Health insurance
- Dental 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

I want to receive the latest job alert for client associate in omaha ne

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client 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
2 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 associate jobs in omaha ne

Client Service Associate

Business Associate

Client Associate

Customer Success Associate

Move Money Solutions Associate

Facilities CSR Help Desk Associate

Retail PT Store Associate

Part-Time Retail Sales Associate

Part Time Afternoon Receptionist

Clerical Associate

Platform Support Associate

Soap Maker / Retail Associate Part Time - Dodge

Client Service Liaison

Associate Banker

Sales Associate

Sales Support Associate II

Associate Veterinarian

Associate Attorney

Morgan Pet Clinic (Omaha, NE) - Associate Veterinarian

Associate Attorney

I want to receive the latest job alert for client associate in omaha ne

Related Searches

Explore jobs in more locations

Location

Address

Employment Type

Location Type

Department

Compensation

Job Seeker Tools

Employer Tools

Browse

Stay Connected