Client Advisor

Job Description

Job Description

Client Advocate | 50-55k, annually | M-F Hybrid | Direct Hire | Omaha, NE

What Matters Most

• Competitive Pay of $50,000 annually
• Schedule: Monday – Friday 8:00 am – 4:30 pm, Hybrid schedule
• Location: Omaha, Nebraska
• Direct hire opportunity 

Job Description

The Client Advocate is a proactive and detail-oriented front-line support associate providing essential support to a pool of financial advisors and tax preparers. You will be responsible for assisting with client-facing issues, preparing materials for client meetings, and ensuring the smooth operation of day-to-day tasks. This role is pivotal in enhancing the client experience by resolving complex financial matters and helping to deliver superior client service.

Responsibilities:

• Prepare reports, presentations, financial plans, tax documents, and other materials to support advisors and tax professionals with client meetings.
• Serve as a key point of contact for clients, respond to questions, resolve service issues, and work with internal teams to find solutions.
• Coordinate meetings, manage schedules and deadlines, track follow-ups, answer client calls, and maintain accurate and organized records.
• Follow firm procedures, industry regulations, and best practices while ensuring all client information and documentation is accurate and up to date.

Qualifications and Requirements:

• A bachelor’s degree in finance, business, or related field is preferred.
• 1-3 years of experience in the financial services industry.
• Strong interpersonal and communication skills with the ability to effectively interact with clients and colleagues.
• Strong problem-solving skills.
• Strong technical aptitude to facilitate daily work and ability to learn required software applications quickly.
• Series 65 certification is a plus

Benefits and Perks:

• 50-55k
• Medical Benefits 
• Holidays
• Training & Growth

Your New Organization:

Our client is dedicated to helping individuals plan with intention, empowering them to live with greater purpose. Our organizational culture is the heartbeat of our success, rooted in core values that shape every aspect of our work environment.

Your Career Partner:

The Reserves Network, a veteran-founded and family-owned company, specializes in connecting exceptional talent with rewarding opportunities. With extensive industry experience, we are dedicated to helping you achieve your professional goals and shine in your field. The Reserves Network values diversity and encourages applicants from all backgrounds to apply. As an equal-opportunity employer, we foster an environment of respect, integrity, and trust in every aspect of employment.

The base pay range for this position is $50,000–$60,000 excluding benefits, bonuses, or other compensation. Your final compensation will depend on your skills, qualifications, experience, location, and internal pay equity. Please note, hiring at the top of the range is uncommon to allow room for future growth.