Investment Client Services Associate
D.A. Davidson Companies
A financial services firm in Omaha, NE is seeking a motivated Client Associate to join their team. This role involves providing outstanding client service, assisting financial advisers with investment research, and maintaining account records. Ideal candidates will have excellent communication skills, attention to detail, and proficiency in Microsoft Excel. The company offers competitive salary and benefits, fostering a supportive and inclusive work environment. #J-18808-Ljbffr D.A. Davidson Companies
- A leading financial services firm in Omaha seeks a detail-oriented Client Associate to support financial advisers and provide exceptional client service. Responsibilities... ...requests, preparing reports, and conducting investment research. Ideal candidates are team-oriented,...Suggested
$54k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We... ...a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed...Suggested$45.42k - $65.55k
The Client Service Associate is key to providing excellent customer service and meeting our policyholders’ and agents' needs. The Client Service Associate is responsible for responding to, documenting, and resolving various types of inquiries (policies, claims, billing...SuggestedFull timeWork at officeLocal area$15k
...and ethics, and delivering outstanding service to our clients and each other. We support a friendly... ...motivated and detail-oriented Client Associate to join our Omaha, NE branch. In this... ...advisers, assisting with their investment research, preparing client reports, and...SuggestedWork experience placementLocal area- ...Sojern marketing platform is a set of easy-to-use software and services that delivers unrivaled traveler insight, intelligent... ...and Africa, and Asia Pacific. The Role: Sojern is seeking a Client Success Associate to join our Client Success team to grow and retain client relationships...SuggestedSecond job
- ...Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities handling day to day service requests...Full time
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform...
- ...“ yes ” and are a customer service-minded champion, we are hiring... ...known as Financial Customer Associates (FCA) who live within 60... ...sophisticated calls related to our clients 401K plans. In the... ...for this position Our Investments in You Our benefit programs...Hourly payFull timeMonday to FridayShift work
$150k - $185k
...genuinely collaborative environment where attorneys across practice groups support each other, share ideas, and deliver best-in-class client service together Build real client relationships and contribute to business development — this firm values attorneys who take ownership...Private practiceRelocationFlexible hours$48k
...semi-annually based upon your achievement of performance goals and targets. About This Job The Client Service Advocate (CSA) at Axos Securities supports Registered Investment Advisor (RIA) and Broker Dealer clients by delivering high-quality service and operational assistance...Work at officeLocal area$52.9k
...transform the finance industry together. Schwab’s service team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll learn to educate clients about investment strategies, trading tools, market mechanics, and...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- ...NE is looking for a Financial Advisor to champion client relationships and provide personalized investment solutions. Candidates should have at least two years... ...commitment to client education on financial products and services. The company offers a competitive benefits package,...
$21.58 - $29.2 per hour
...strong relationships. Competitive Spirit. Team players who are looking to launch a career with Stryker, understanding that a Service Associates role offers ground‑floor experience of our business. Challengers. People who continually seek improvement for the business and...Hourly payFor contractorsWork at officeWork from home$15 per hour
...individuals with high energy to provide a welcoming atmosphere for clients and a memorable first impression. Successful candidates will... ...involve cleaning vehicles, providing exceptional customer service, and maintaining the car wash area. This role pays $15 an hour,...Weekend workAfternoon shift- DC Automotive Omaha is seeking a friendly, organized, and experienced Service Advisor to join our team. You will be the communication bridge between our technicians and clients, ensuring excellent customer service. The role includes greeting customers, writing repair orders...Hourly pay
$73.92k - $105.6k
...in your community, but around the world. Job Summary The Cloud Services Administrator II is responsible for administering and... ...experience in administering systems‑related technologies Excellent client service and interpersonal skills Ability to analyze and design...Full timeTemporary workPart time- ...JAK Travel Agency is looking for a Remote Client Experience Specialist to assist clients through scheduling and service-related communication. The ideal candidate is organized, reliable, and enjoys helping others in a structured environment. This position is remote, targeting...Remote work
- ...anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for...Full timeRemote work
$105k - $130k
...Labor and Employment Associate Attorney $105,000 - $130,000 per year | Omaha, NE | On-Site | Permanent A bit about us: Our client is a well‑established full service firm that provides legal services across more than two dozen practice areas. Known for its dedication to...Permanent employmentLocal area- ...Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success.... ...efficient and friendly manner, providing the highest level of customer service. In addition, this position will assist with financial...Temporary workBank staffMonday to FridayFlexible hours
$120.97k
...journey. Where your co-workers are invested in you and your success.... ...Districts. As a global full-service firm, CDM Smith’s has been serving... ...USACE priorities. As a Client Service Leader, you will work... ...professional societies and associations. Qualifications • Bachelor...Contract workWork experience placementFor subcontractorH1bWork at officeRemote workFlexible hours$120.97k
...part in shaping your career journey. Where your co-workers are invested in you and your success. Where you are encouraged and... ...our CDM Smith offices *** CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater background...Temporary workH1b- ...Summary The Client Support Specialist positions are often the first contact with clients and are primarily responsible for providing effective customer service by responding to inquiries, concerns, and requests about products and services received through a number of communication...Work at officeLocal area
$120.97k
...Job Title Industrial Client Service Leader - Industrial Water/Wastewater Location United States - Nationwide Travel 15% travel Visa Sponsorship No. Job Description CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater background...Temporary workVisa sponsorship- ...Overview The Service Coordinator’s responsibility is to complete intake of customer information and coordinate internally to ensure proper... ...timing for when the technician will arrive onsite Reference client service history for new work orders created to ensure proper...Work at office
- Intercontinental Exchange (ICE) in Omaha, Nebraska is looking for an Analyst in Client Services Operations to provide technical support and resolve client service requests. This role demands expertise in troubleshooting and a strong customer-focused approach. The ideal...
- Sound Income Group in Omaha, Nebraska is seeking a Client Relations Representative to engage clients and support appointment generation... ...candidate will have over 2 years of experience in a client service role and demonstrate strong organizational and communication skills...
- ...for the rights of injured workers and those who need a strong advocate. With a reputation for results-driven advocacy and client-centered service, we guide our clients through complex workers' compensation claims and pursue the benefits they deserve—relentlessly and strategically...Permanent employmentFull timeMonday to Friday
- ...Client Support Specialist (Wealth Management) Location: On‑Site, Hybrid Schedule (Omaha, NE or Indianapolis, IN). Firm: Sanctuary Wealth... ...adopt. This individual partners closely with advisors, client service teams, and internal stakeholders to ensure the firm’s core...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Client Services Associate. Be the first to apply!
- office service associate Omaha, NE
- transaction services specialist Omaha, NE
- guest services associate Omaha, NE
- service advisors Omaha, NE
- food service officer Omaha, NE
- service advisor automotive Omaha, NE
- facility service associate Omaha, NE
- environmental services attendant Omaha, NE
- human services specialist Omaha, NE
- card services specialist Omaha, NE

