Top 11 Client services associate Jobs in Council Bluffs, Ia

Client Service Associate
Mariner Wealth Advisors —Omaha, NE
- $58,700 - $67,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
Client Service Liaison
University of Nebraska Medical Center —Omaha, NE
- $22.12 - $33.17 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Client Services Analyst I
National Indemnity Company —Omaha, NE
- Full-time
- Hybrid work
- Computer literacy
- Office
- Finance
- Wellness program
- Health insurance
Client Service Associate
Edelman Financial Engines, LLC —Omaha, NE
- $54,000 - $65,000 a year
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Wealth Management Client Associate
Bank of America —Omaha, NE
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Associate
D.A. Davidson —Omaha, NE
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance
2d
Client Program Manager
Fiserv —Omaha, NE
- Full-time
- 3 years
- Bachelor's degree
- US work authorization
Client Advocate
Avior Wealth Management LLC —Omaha, NE
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Client Executive
Team Wireless - Verizon Authorized Retailer —Omaha, NE
- Spanish
- English
- Research
Quick Apply

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Financial Advisor
Edward Jones —Omaha, NE
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
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5d
Financial Advisor
Edward Jones —Omaha, NE
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year
4d

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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
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Senior Client Relationship Representative
First Merchants Bank —Columbus, OH
Relationships through deposits, lending, digital tools, and referrals. Utilize CRM and sales tools to document activity, manage pipelines, and support incentive…
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Client Service Associate

Mariner Wealth Advisors -
Omaha, NE

Apply Now

Job Details

Full-time
$58,700 - $67,000 a year

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

$58.7K – $67K • 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-NP1

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: $58.7K - $67K

Apply Now

Refine Your Search

client services associate jobs in council bluffs, ia

Client Service Associate

Client Service Liaison

Client Services Analyst I

Client Service Associate

Wealth Management Client Associate

Client Associate

Client Program Manager

Client Advocate

Client Executive

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