Wealth Client Services Specialist
Dormont Manufacturing Co
Axos Clearing LLC is seeking a Client Service Advocate to provide high-quality service to Registered Investment Advisor (RIA) and Broker Dealer clients. Your role is crucial in ensuring smooth account management and supporting business growth as you engage with various internal teams. The ideal candidate should possess strong communication skills, have a background in financial services, and demonstrate problem-solving abilities. This position offers competitive pay based on experience and includes comprehensive employee benefits. #J-18808-Ljbffr Dormont Manufacturing Co
- ...Chase, 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... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Suggested
- ...Chase, 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... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Suggested
- JPMorgan Chase & Co. seeks a Private Client Advisor in Omaha, Nebraska. In this role, you will provide comprehensive financial planning... ...and advice, ensuring exceptional experiences for clients at all wealth levels. Your work will involve building strong client relationships...Suggested
- ...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...SuggestedRemote work
- ...from 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...SuggestedFull timeRemote work
- ## Client Support Specialist IIApplylocations: US NE - Omahatime type: Full timeposted on: Posted 3 Days Agojob requisition id: R2050051**Company... ...are primarily responsible for providing effective customer service to clients in response to inquiries, concerns and requests...Full timeWork at officeLocal areaFlexible hours
- 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...
- ....P. Morgan Chase in Omaha, Nebraska, seeks a Financial Advisor to build client relationships and deliver personalized investment solutions. This role requires at least 2 years in financial services, with a strong emphasis on goals-based financial planning and education....
$45k - $48k
Current Employees and Contractors Apply HereOsaic Careers Customer Service Opportunity in Financial Services Client Support Representative Location(s): La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Osaic has returned to the office on a hybrid schedule...Full timeFor contractorsWork at office- ...business and deliver personalized investment solutions to your clients by relying on leadership and relationship‑building skills. This... ...least 2 years in a Financial Advisor role or equivalent financial services experience. Demonstrated success in client acquisition,...
- Camirandtravel is seeking a full-time remote Client Services Associate to manage customer inquiries and deliver outstanding support. You will be responding to client emails and calls, assisting with travel bookings, and collaborating with the finance team to process payments...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,...
- 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
- 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...
- The Client Support Specialist jobs are often the first contact with clients and are primarily responsible for providing effective customer service to clients in response to inquiries, concerns and requests about products and services that are received from a number of...
$19.82 - $26.16 per hour
BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments is looking for a Service Team Specialist to provide superior service to clients and investment representatives. This hybrid role requires at least three days on-site each week, allowing candidates within...Hourly pay3 days per week- ...in Papillion, NE is looking for a Financial Advisor to champion client relationships and provide personalized investment solutions.... ..., and commitment to client education on financial products and services. The company offers a competitive benefits package, including health...
- Thrive Pet Healthcare in Omaha, NE is seeking a full-time Client Service Representative to provide critical support for clients and their pets. You will be the primary point of contact, ensuring a warm welcome and smooth communication with our medical team. Your role includes...Full time
- 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...
- 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 detail...
- Customer Service Opportunity in Financial Services Recent Grads welcome to apply! Locations... ...experience Experience with Envestnet or wealth management platforms Bachelor’s degree in... ...advisory support, billing, accounting, operations, or client service #J-18808-Ljbffr DexianWork experience placementInternshipLocal areaRemote work
- ...the Opportunity Are you passionate about travel, customer service, and helping others create unforgettable experiences? We are... ...individuals to join our growing team as a Travel & Client Experience Specialist. This flexible remote opportunity is ideal for individuals...Full timePart timeRemote workFlexible hours
$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 timePart timeRemote workWork from homeFlexible hours$18 per hour
...Job Description Job Description Customer Service Representative – Medical Transportation At EMS, we “Contact Center” differently. We support our customers and clients every step of the way and provide an excellent customer service experience. The Position...Work at office- ...approach is personal, results-driven, and designed to help our clients grow—while offering real career growth for our team. What You... ...with customers in person to promote and sell client products/services Develop and maintain strong customer relationships Represent...Full time
- Company: Marsh McLennan Agency Client Representative - Business Insurance Our not‑so‑secret sauce. Award‑winning, inclusive, Top Workplace... ...With offices across North America, we combine the personalized service model of a local consultant with the global resources of the...Local areaNight shift
$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 Healthcare community in Omaha, NE. No Weekends! About You You’ll play an important role in pets’ lives by serving as a compassionate...Full time$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...Remote jobFull timePart timeWork from homeFlexible hours- ...Nebraska Medical Center is seeking a full-time position focused on providing excellent customer service in the Regional Pathology Services. This role involves managing client communications, resolving specimen issues, and ensuring adherence to departmental policies....Full timeWeekend workWeekday work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
- part time customer representative Omaha, NE
- remote customer service advisor Omaha, NE
- client service representative Omaha, NE
- bilingual customer service representative spanish english Omaha, NE
- technical customer service advisor Omaha, NE
- insurance customer service advisor Omaha, NE
- bilingual customer support specialist Omaha, NE
- online customer service assistant Omaha, NE
- client solutions specialist Omaha, NE
- customer service associate Omaha, NE


