Client Services Specialist - Financial Planning
Edelman Financial Engines, LLC
Edelman Financial Engines, LLC in Omaha, NE seeks a Client Services Associate to support the Financial Planner by delivering high-level client service and accurate administrative support. You will coordinate meetings, prepare appointments, and help complete required paperwork to strengthen client relationships. The role requires a bachelor’s degree or equivalent, two years of relevant experience, and a solid understanding of finance and investment markets. #J-18808-Ljbffr Edelman Financial Engines, LLC
- Description POSITION: Client Relations Representative Location: Omaha, Nebraska FLSA... ...clients through education-driven financial planning. Our seven-step process helps avoid common... ...culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a...SuggestedTemporary workWork at officeLocal areaNight shiftAfternoon shift
- Customer Service Opportunity in Financial Services Recent Grads welcome to apply! Locations (On‑Site, 4 Days per Week Required): Candidates must live... ...in financial services, advisory support, billing, accounting, operations, or client service #J-18808-Ljbffr DexianSuggestedWork experience placementInternshipLocal areaRemote work
$20 per hour
...Job Title Client Services Specialist Job Description The Client Services Specialist provides exceptional customer service and operational support... ...subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for...SuggestedFull timeContract workTemporary workWork experience placementWork at officeRemote workMonday to Friday- ...while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan theirs, our team members enjoy the freedom of... ...This is a full-time remote role for a Client Services Associate. The Client Services Associate will be...SuggestedFull timeRemote work
- Farm Family is seeking a Client Support Specialist II for an in-office role. You will be the first point of contact for clients, delivering effective service across inquiries about products and services. Uses active listening to identify reasons for contact and provide...SuggestedWork at office
- 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...
- Sound Income Group is seeking a Client Relations Representative based in Omaha, Nebraska.... ...appointments while providing exceptional service. Candidates must have over 2 years of relevant... ..., including medical and retirement plans. In addition to client interactions, this...
$20 per hour
Aston Carter is seeking a Client Services Specialist in Omaha, NE. You will provide exceptional customer service and operational support for multiple insurance companies, acting as the primary contact for agents, insureds, claimants, and internal teams. The role requires...Full time$45k - $48k
...Osaic Careers Customer Service Opportunity in Financial Services Client Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista: 12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale...Full timeWork at office- ...Description Business Title(s): Client Support Specialist II Employment Type: Full-Time FLSA... ...for providing effective customer service to clients in response to inquiries, concerns... ...and legislation requirements and how plans and requirements vary by each state....Full timeWork at officeLocal areaFlexible hours
- ## Client Support Specialist IIApplylocations: US NE - Omahatime type: Full timeposted on: Posted 3 Days... ...for providing effective customer service to clients in response to inquiries, concerns... ...and legislation requirements and how plans and requirements vary by each state.*...Full timeWork at officeLocal areaFlexible hours
$20 per hour
...Job Description Job Description Job Title: Client Services Specialist Job Description The Client Services Specialist provides exceptional... ...subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for...Full timeContract workTemporary workWork experience placementWork at officeRemote workMonday to Friday- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...solutions to meet their financial needs. As a Private Client Advisor... ...comprehensive financial planning and advice to individuals and...
- ...As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences. - Join a training cohort... ...and progress to more sophisticated calls related to our clients 401K plans. - In the subsequent months, you will continue taking customer...Hourly payFull time
- ...you answered “ yes ” and are a customer service-minded champion, we are hiring Entry... ...Service Representatives, also known as Financial Customer Associates (FCA) who live... ...more sophisticated calls related to our clients 401K plans. In the subsequent months, you will...Hourly payFull timeMonday to FridayShift work
$26 - $28 per hour
...Financial Customer Service Representative Want to break into financial services? Pacific Life will pay you to get there. We're hiring Financial... ...often making decisions about protecting their families, planning for retirement, or navigating a life event. Your work...Hourly payContract workWork at officeFlexible hours1 day per week- Camirand Travel is seeking a passionate Client Services Associate to join our expanding team in Omaha, Nebraska. This full-time remote role involves handling customer inquiries, resolving issues, and providing exceptional support to clients. The ideal candidate should possess...Remote jobFull time
- 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 years...
- Camirand Travel in Omaha, Nebraska is looking for a full-time remote Client Services Associate to manage customer inquiries and provide outstanding support. In this role, you will handle emails and phone calls, resolving issues and assisting with travel bookings. The ideal...Remote jobFull time
- Marsh McLennan Agency is seeking a Client Representative in Omaha, Nebraska to aid in billing and processing for new and renewal clients... ...their own book of business while supporting a larger client service team. This position offers benefits such as generous time off,...
$26 - $28 per hour
...Overview Pacific Life is hiring Financial Customer Service Representatives in Omaha who do not yet hold FINRA licenses. We will sponsor the entire... ...Generous paid time off, holiday schedules, and Financial Planning Time Off. Parental Leave and Adoption Assistance Program....Hourly payWork at office1 day per week$19.82 - $26.16 per hour
...DBA Brinker Capital Investments is looking for a Service Team Specialist to provide superior service to clients and investment representatives. This hybrid role... .... Qualified candidates should have experience in financial services, customer service, and ideally hold an Orion...Hourly pay3 days per week$29 - $31 per hour
...Description: Providing for loved ones, planning rewarding retirements, saving enough... ...opportunities. We are seeking talented Licensed Financial Services Representatives to join our team in... ...via HireVue Compensation by Level Specialist: Omaha: $29 - $31 per hour / Charlotte...Hourly payContract workWork at officeImmediate start- HDR, Inc. in Omaha, Nebraska is seeking a qualified IT Support Specialist to apply technology for customer needs and ensure efficient... ...minimum of 1 year of experience in technical support. Strong client service, communication skills, and problem-solving abilities are essential...
- Financial Customer Associate - Bilingual - Omaha / Lincoln, NE area ONLY Join to apply for the... ...If you answered “ yes ” and are customer service-minded, we are hiring Entry Level... ...progressing to more complex calls related to 401K plans. Continue developing your skills through...Hourly payFull timeWork at officeRemote workWork from homeWorldwideMonday to FridayShift work
$52.9k
...helping us “challenge the status quo” and 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...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work$57.7k - $66.2k
...transform the finance industry together. Schwab’s service team plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services... ...company match and Employee stock purchase plan Paid time for vacation, volunteering, and...Work at officeMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- ...home? If you answered “ yes ” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) who live within 60 miles... ...progress to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will continue...Hourly payFull timeWork at officeMonday to FridayShift work
$57.7k - $66.2k
...transform the finance industry together. Schwab's service team plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services... ...company match and Employee stock purchase plan * Paid time for vacation, volunteering, and...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- ...Description: About Fulcrum Data Center Services: Fulcrum Data Center Services is a... ...exceptional service and fostering strong client relationships. Our team collaborates closely... ...Sales Administrator / Client Engagement Specialist to support our sales and solutions teams...Work at office
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