Senior Client Service Associate

Senior Client Service Associate

Omaha, NE Full-time On-site

We're looking for a Senior Client Service Associate to join a fast-growing, high-performing wealth management advisory team in Omaha, Nebraska. This is a full-time, on-site opportunity for someone ready to do more than traditional administrative support we want a proactive partner who takes ownership, improves workflows, and helps elevate the client experience at every touchpoint.

What you'll do

• Serve as the primary point of contact for clients delivering a high-touch, consistent, and professional experience
• Partner closely with financial planners before and after client meetings to ensure seamless follow-through
• Own new account paperwork, ACH, RMDs, scheduling, and client communications
• Manage and optimize CRM workflows in Salesforce and portfolio reporting in Black Diamond
• Identify and implement process improvements that scale capacity and enhance the client experience
• Support client portal rollouts and fintech implementation across the team

What we're looking for

• 3+ years of experience serving wealth management clients in an RIA, bank, or brokerage setting
• Series 63, Series 7, or Series 65 required
• Bachelor's degree required
• Schwab experience a strong plus
• Proficiency in Salesforce, Black Diamond, Orion/Right Capital, Holistiplan, Calendly, and the Microsoft Office suite
• Exceptional attention to detail, strong communicator, and a self-starter who sees projects through
• Comfortable in a fast-paced, evolving environment energized by growth, not slowed by change

Why this role

• Be a meaningful contributor to a team with strong leadership and a clear growth vision
• Long-term career path with increasing responsibility and leadership opportunities
• Client-centric culture built on quality, integrity, and sustainable growth