Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Service Specialist

Axos Clearing LLC

Axos Clearing LLC is looking for a Client Service Advocate to provide high-quality service and operational assistance to Registered Investment Advisors. The CSA will support account management, monitor client accounts, and collaborate with internal teams for effective client service. Ideal candidates have a minimum of 4-6 years in financial services and strong communication skills. Benefits include health insurance, retirement plans, and generous paid time off. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Service Specialist in Omaha, NE vacancy
  •  ...Client Support Specialist (Wealth Management) Location - On-Site, Hybrid Schedule [Omaha, NE or Indianapolis, IN] Firm: Sanctuary Wealth Position...  ...This individual partners closely with advisors, client service teams, and internal stakeholders to ensure the firm's... 
    Suggested
    Work at office

    Sanctuary Wealth Group, LLC

    Omaha, NE
    5 days ago
  •  ...solutions for personal, business and wealth in three markets: Iowa, Nebraska and Texas...  ...prompt and efficient transaction services to clients. This position requires professional customer...  ...respectful manner with co-workers and management. Ability to maintain predictable... 
    Suggested
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Day shift

    Security National Bank

    Omaha, NE
    3 days ago
  •  ...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...  ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... 
    Suggested

    JPMorgan Chase & Co.

    Omaha, NE
    8 days ago
  • $45k - $50k

     ...are aligned to time zones for service however some flexibility may...  ...compensation is just one component of clients total compensation package....  ...-thinking skills -Time management and organizational skills...  ...-Experience with Envestnet / Wealth Management Platform -... 
    Suggested
    Full time
    Work experience placement
    Internship
    Work at office
    Shift work

    Dexian

    Omaha, NE
    16 hours ago
  •  ...Sales Administrator / Client Engagement Specialist Fulcrum Data Center Services is a leader in data center quality, control, commissioning, and infrastructure...  ...Responsibilities: Partner with the solutions team to manage client relationships and support account outreach.... 
    Suggested
    Work at office

    Fulcrum Reliability Systems

    Omaha, NE
    1 day ago
  • $19.82 - $26.16 per hour

     ...About this Opportunity As a Service Team Specialist, you will provide superior service to our clients and act as the first point of contact for the investment representatives...  ...including timely call servicing and account management functions. Ensure all work is processed with... 
    Work at office
    3 days per week

    Orion Advisor Solutions LLC

    Omaha, NE
    4 days ago
  •  ...Our client is a full service Point of Care (POC) Management Company headquartered in Pleasanton, California with team members dispersed throughout the United States. We are looking for motivated “Hunters” with proven track records in DME, Biotech, Pharma and/or Ortho sales... 
    Immediate start
    Work from home

    Inspire Path Networks

    Omaha, NE
    3 days ago
  •  ...Summary The Client Support Specialist positions are often the first contact with clients and are primarily...  ...for providing effective customer service by responding to inquiries, concerns,...  ...own phone calls. Assists upper level management with lower‑level employees’... 
    Work at office
    Local area

    BP&C Shared Services, Inc.

    Omaha, NE
    3 days ago
  • $69k

     ...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals...  ...relationship-building skills Sales or customer service experience is helpful but not required... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    Omaha, NE
    more than 2 months ago
  •  ...Edelman Financial Engines is seeking a Client Service Associate in Omaha, Nebraska. This role involves partnering with Financial Planners to enhance client relationships and provide a high level of service. Ideal candidates will have a background in financial services... 

    Edelman Financial Engines

    Omaha, NE
    3 days ago
  •  ...Join Marsh McLennan Agency as a Client Representative focused on Business Insurance in La Vista, Nebraska. In this role, you will assist client service teams with billing and processing of clients while managing your own book of business. The ideal candidate should be... 

    Marsh McLennan Agency

    La Vista, NE
    3 days ago
  • Frankel, a leading CPA firm in Omaha, NE, seeks a Payroll Specialist for its Client Accounting Services practice. The role involves managing payroll for multiple clients, addressing client inquiries, and ensuring compliance with regulations. Candidates should have 3-5... 

    Frankel

    Omaha, NE
    2 days ago
  •  ...and professional Front Desk Agent to join our busy hotel team. As the face of the hotel, you will provide exceptional customer service by managing guest check-ins and check-outs, handling reservations, and resolving inquiries efficiently. If you have a passion for... 
    Immediate start
    Flexible hours
    Weekend work

    Homewood Suites by Hilton

    Omaha, NE
    5 days ago
  •  ...multiple personality types? Can you provide top-notch customer service internally and externally to the foundation? Are you motivated...  ..., organized, and adaptable individuals who can meet deadlines, manage multiple responsibilities, and effectively prioritize competing... 
    Work at office
    Flexible hours

    University of Nebraska Foundation

    Omaha, NE
    3 days ago
  •  ...Front Desk Agent Hospitality Management Corporation is a Dallas based privately held provider of management solutions and hospitality industry services, each customized to fit our clients' unique needs. HMC's core value and mission is to provide our clients with the... 
    Work at office
    Local area

    Hospitality Management Corporation

    Omaha, NE
    5 days ago
  •  ...A cable management solutions provider in Omaha is seeking a Customer Service Sales Support Representative to assist internal and external customers. This full-time role involves handling inquiries via email and phone, managing orders, and collaborating with various departments... 
    Full time

    Conductix Inc

    Omaha, NE
    3 days ago
  • $17 - $19 per hour

     ...Description Dermatology for Animals is looking for a full-time Client Service Representative to join our team as part of the Thrive Pet...  ...communication between pet parents and the medical team, managing check-ins and check-outs, processing payments, and supporting... 
    Full time
    Temporary work
    Flexible hours

    Dermatology for Animals Omaha

    Omaha, NE
    3 days ago
  • A growing call center in Omaha is seeking a Client Experience Coordinator & Executive Support to join their team. This role involves handling client communications, assisting with scheduling, and providing operational support to executives. Candidates should possess strong... 
    Hourly pay
    Part time

    Dryerventheroes

    Omaha, NE
    5 days ago
  • $46.5k - $69.73k

     ...About Us Johnson Controls, a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization...  ...it really matters. Backed by advanced technology, lifecycle services and an industry-leading field organization, we elevate... 
    Work at office
    Local area

    Johnson Controls

    Omaha, NE
    8 hours ago
  •  ...Security National Bank in Omaha, NE is seeking a Universal Banker to provide exceptional customer service while managing banking transactions. The ideal candidate will have a strong background in cash handling and a commitment to adherence to regulations. This full-time... 
    Full time
    Monday to Friday

    Security National Bank

    Omaha, NE
    5 days ago
  • $70k - $95k

     ...Client Growth Specialist Job Title: Client Growth Specialist Location: La Vista, NE Salary Compensation: $70,000-$95,000 annually | $33.65-$...  ...experience in business development, market support, account management, project coordination, or technical sales support.... 
    Hourly pay
    Work at office

    Keystone Distinction Group

    Omaha, NE
    4 days ago
  • $19.82 - $26.16 per hour

     ...Customer Service Representative As a Customer Service Representative, you will provide superior service to our clients and act as the first point of contact for the investment representatives...  ...timely call servicing and account management functions. Ensure all work is... 
    Work at office
    3 days per week

    Orion Advisor Solutions LLC

    Omaha, NE
    4 days ago
  •  ...Customer Solution Specialist- HEMPHILL EXCLUSIVE Opportunity is knocking...  ...growing manufacturers. Our client has created a new position in...  ...exceptional customer service! Team up with high caliber co...  ...to deliver the right product. Manage the purchase order process while... 

    Hemphill Search Group, Inc.

    Omaha, NE
    3 days ago
  • $20.67 - $29.57 per hour

     ...Orion-Advisor-Technology is seeking a Customer Success Associate to manage client inquiries through phone, chat, and case channels. This role requires strong communication skills and the ability to handle multiple tasks effectively in a fast-paced environment. The ideal... 

    Orion-Advisor-Technology

    Omaha, NE
    4 days ago
  •  ...Coordinates clinic activities including greeting and checking in clients, maintaining schedules, document scanning, and insurance...  ...support to clinic operations, including scheduling, and customer service. Provides excellent customer service to any individual presenting... 
    Part time
    Work at office
    Monday to Friday

    Boys Town

    Omaha, NE
    4 days ago
  • $17 - $22 per hour

     ...at gWorks . Base pay range $17.00/yr - $22.00/yr The Role: Client Services Representative At gWorks, we help local governments lead with...  ...From financial accounting and utility billing to GIS, asset management, and citizen engagement, our cloud-based tools make complex... 
    Hourly pay
    Work at office
    Local area
    Remote work
    Shift work

    gWorks

    Omaha, NE
    3 days ago
  • $25k - $35k

     ...Customer Service Specialist The customer service specialist is responsible for maintaining...  ...comments, and actions taken in the agency management system. Review audits or policies;...  ...corrections, as needed, between client and carrier. Perform various administrative... 
    Work at office
    Flexible hours

    IIAN

    Omaha, NE
    4 days ago
  • $50k - $75k

    Mink Life & Legacy is seeking motivated, coachable individuals who want more time and more control. If you're tired of long commutes or missing moments with family, this work-from-home opportunity offers a real path to a meaningful career — with free, proven training and...
    Full time
    Part time
    Remote work
    Work from home
    Flexible hours

    MINK Life & Legacy Agency

    Omaha, NE
    5 days ago
  •  ...Vendor Managed Inventory Customer Service Representative The primary role of the Vendor Managed Inventory (VMI) Customer Service Representative is to create orders for VMI customers and to manage inventory at the Nippon Sanso Matheson Site to ensure reliability and... 

    Matheson Inc.

    Omaha, NE
    1 day ago
  •  ...sales department. Providing superior service to leadership, local field managers, carrier representative staff,...  ...independent distributors of life, health and wealth insurance products. With a strong...  ...approach to serving agents and clients alike. Integrity is driven by a... 
    Work at office
    Local area

    Ritter Insurance Marketing

    Omaha, NE
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Service Specialist. Be the first to apply!