Top 53 Application support Jobs in Nebraska

Wealth Planning Specialist (Dedicated Support to a Wealth Advisor)
Trusted Wealth Partners —Omaha, NE
- $70,000 - $90,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
- Paid time off
Quick Apply
11d
Epic Principal Trainer
CVS Health —Nebraska
- $64,890 - $158,620 a year
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Organizational skills
- Health insurance
- Dental insurance
3d
Project Coordinator, Customer Strategy & Enablement
CVS Health —Nebraska
- $43,888 - $102,081 a year
- Full-time
- Remote
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Health insurance
- Dental insurance
Database Developer
Sandhills Global, Inc. —Lincoln, NE
- $74 an hour
- Full-time
- Azure
- Writing skills
- Mid-level
Digital Patient Experience Specialist
Bryan Health —Lincoln, NE
- Full-time
- Nursing
- Marketing
- Mid-level
Advisor, Financial Systems - SAP FI/CO
Cardinal Health —Nebraska
- $80,900 - $115,500 a year
- Remote
- Customer service
- Mid-level
- Analysis skills
- Paid parental leave
- Health savings account
HR Business Analyst
University of Nebraska System —Lincoln, NE
- From $70,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Paid holidays
- Retirement plan
Senior Workday Configuration Analyst - HCM
CVS Health —Lincoln, NE
- $83,430 - $222,480 a year
- Full-time
- Customer service
- Research
- Office
- Health insurance
- Dental insurance
11d
Staff Software Development Engineer
CVS Health —Nebraska
- $106,605 - $284,280 a year
- Full-time
- Remote
- System design
- Java
- High school diploma or GED
- Health insurance
- Dental insurance
Digital Automation Developer 1
HDR —Omaha, NE
- Full-time
- Mid-level
- Analysis skills
- Scripting
Customer Success Manager
paypal —Omaha, NE
- $94,000 - $134,750 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Bachelor's degree
- Health insurance
- Paid time off
Senior Engineer –React Native
Blue Cross and Blue Shield of Nebraska (BCBSNE) —Omaha, NE
- Full-time
- Azure
- 5 years
- Office
Senior Integrator
Lockheed Martin Corporation —Offutt AFB, NE
- Full-time
- Computer Science
- Bachelor of Science
- SQL
- Paid jury duty
- Paid holidays
Data Quality & Business Analyst (IT Business Systems Analyst)
State of Nebraska —Lincoln, NE
- $37.35 an hour
- Email
- Research
- Mid-level
- Office
- Health savings account
- Paid holidays
3d
Director Technology, Contact Center (onsite, Omaha NE)
First National Bank of Omaha —Omaha, NE
- $136,655 - $232,313 a year
- Email
- 5 years
- Office
- Bachelor's degree
- Health savings account
- Disability insurance
MMIS Business Analyst Team Lead
State of Nebraska —Lincoln, NE
- $32.28 an hour
- Full-time
- HIPAA
- Office
- Analysis skills
- Paid time off
5d
ServiceNow Principal Domain Architect - Remote
Sentara Hospitals —Norfolk, NE
- $106,080.00 - $176,820.80 a year
- Overtime
- Remote
- Management
- Senior level
- AI
- 403(b) matching
- Paid parental leave
Quick Apply
Documentation Administrator
BD —Broken Bow, NE
- Word processing
- Mid-level
- Office
Clinical Service Desk- Epic-BA
NTT Ltd —Lincoln, NE
- Mid-level
- Supervising experience
- Continuous improvement
- Work from home
13d
Director Technology, Contact Center
Client Resources, Inc. —Omaha, NE
- 5 years
- Bachelor's degree
- Experience equivalent to degree accepted

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application support jobs near nebraska

Wealth Planning Specialist (Dedicated Support to a Wealth Advisor)

Trusted Wealth Partners
Omaha, NE

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year
11 days ago

Benefits

401(k)
Paid time off

Qualifications

Bachelor's degree

Full Job Description

Job Overview:
The Wealth Planning Specialist serves as the primary client service and planning support professional for a dedicated Wealth Advisor. This role is responsible for delivering an exceptional client experience through proactive service, financial planning support, account administration, and ongoing management of client relationships. The Wealth Planning Specialist works closely with the Wealth Advisor to support the financial planning process, coordinate client communications, maintain accurate records, and ensure timely follow-up on planning recommendations and service requests.

Schedule: Monday - Friday, 8:00 - 4:30 (on-site)

Responsibilities:

Client Service & Relationship Management

Serve as the primary point of contact for client service inquiries and requests.
Develop and maintain strong client relationships through proactive communication and responsive service.
Handle day-to-day client service needs, ensuring timely and accurate resolution.
Respond to ad hoc client questions related to financial planning and account administration.
Support client engagement through ongoing communication regarding planning initiatives and service updates.

Account Administration & Operations

Prepare, process, and monitor new account and existing account paperwork.
Ensure account documentation is completed accurately and submitted in a timely manner.
Coordinate account maintenance requests and facilitate transfers, updates, and other service-related transactions.
Maintain organized and compliant client records and documentation.

Financial Planning Support

Facilitate the client discovery and fact-finding process to gather comprehensive financial information.
Assist the Wealth Advisor in collecting and organizing data for the development of financial plans.
Periodically review and update client financial information, assumptions, goals, and planning variables.
Document all planning-related activities and maintain detailed records of client interactions and recommendations.
Prepare and distribute plan progress reports to support ongoing client planning conversations.
Assist in addressing client planning questions and information requests.

Meeting Preparation & Follow-Up

Coordinate preparation for client review meetings, including updating planning data and relevant materials.
Prepare planning summaries, reports, and supporting documents for client meetings.
Document meeting notes and key action items.
Manage post-review meeting follow-up tasks, ensuring recommendations and service requests are executed promptly.
Track progress on outstanding action items and communicate updates to clients and the Wealth Advisor.

Client Technology & Portal Management

Set up and maintain client access to the firm's client portal.
Provide client training and support on portal functionality and available resources.
Assist clients with portal navigation, document access, account aggregation, and ongoing maintenance.
Monitor portal data accuracy and support integration of client financial information.

Qualifications:

Bachelor's degree in Finance, Financial Planning, Business Administration, or a related field preferred.
3-5 years of experience in wealth management, financial planning, client service, or a related financial services role preferred.
Working knowledge of financial planning concepts and wealth management practices.
Proficiency with CRM systems, financial planning software, and Microsoft Office applications.

Job Type: Full-time

Pay: $70,000.00 - $90,000.00 per year

Benefits:

401(k)
Paid time off

Application Question(s):

Are you willing and able to work on-site, Monday-Friday? This is not a remote or hybrid position.

Work Location: In person

Quick Apply

Refine Your Search

application support jobs in nebraska

Wealth Planning Specialist (Dedicated Support to a Wealth Advisor)

Epic Principal Trainer

Project Coordinator, Customer Strategy & Enablement

Database Developer

Digital Patient Experience Specialist

Advisor, Financial Systems - SAP FI/CO

HR Business Analyst

Senior Workday Configuration Analyst - HCM

Staff Software Development Engineer

Digital Automation Developer 1

Customer Success Manager

Senior Engineer –React Native

Senior Integrator

Data Quality & Business Analyst (IT Business Systems Analyst)

Director Technology, Contact Center (onsite, Omaha NE)

MMIS Business Analyst Team Lead

ServiceNow Principal Domain Architect - Remote

Documentation Administrator

Clinical Service Desk- Epic-BA

Director Technology, Contact Center

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