Investment Client Service Associate

Job Description

Job Description

We are seeking a full-time Investment Client Service Assistant to join our team! The ideal candidate for this role is someone who is professional, organized, provides excellent customer service, and has strong follow through.

Key Responsibilities

• Account Management: Open new client accounts, handle transfers, and update client profile information.
• Client Support: Answer phone and email questions about account balances, statements, and transactions.
• Trade Processing: Assist portfolio managers with trade entry, settlement tracking, and cash management.
• Reporting: Print performance reports and portfolio reviews for client meetings.
• Compliance: Ensure all account actions follow firm rules and federal laws.

Qualifications and Skills

• Experience: 1 to 3 years in finance, banking, or customer service.
• Education: Bachelor’s degree in finance, business, or a related field.
• Skills: Strong communication, attention to detail, and proficiency in Microsoft Office (Outlook, Word, Excel) and learning financial software.
• Knowledge: Basic understanding of stocks, bonds, and mutual funds.
• Dependable, trustworthy, and able to handle confidential information with discretion.
• Professional appearance and positive attitude

Benefits/Pay

Our benefits include PTO, company 401k match, and flexible summer hours.

The annual pay range is between $85,000 - $100,000 depending upon experience.

Moravec Financial Advisors, Inc. in David City Nebraska is a financial planning and wealth management firm that specializes in helping individuals prepare for and transition into retirement. Our financial advisors have a custom process for helping you build, manage, protect, and transition your wealth. Our mission is to assist clients in the management of their financial resources to secure their wealth and the wealth of their families.

Our staff of professionals believes that the best way we can serve our clients is to maintain a very high level of skill and technical knowledge. We take the time to fully understand each client’s financial situation so we can create a plan that is custom tailored to meet those individual needs in order to provide financial confidence.

Company Description

Moravec Financial Advisors, Inc. in David City Nebraska is a financial planning and wealth management firm that specializes in helping individuals prepare for and transition into retirement. Our financial advisors have a custom process for helping you build, manage, protect, and transition your wealth. Our mission is to assist clients in the management of their financial resources to secure their wealth and the wealth of their families.\r\n\r\nOur staff of professionals believes that the best way we can serve our clients is to maintain a very high level of skill and technical knowledge. We take the time to fully understand each client’s financial situation so we can create a plan that is custom tailored to meet those individual needs in order to provide financial confidence.