Client-Focused Financial Services Specialist
Charles Schwab
Charles Schwab in Omaha, Nebraska is seeking a Financial Services Representative to empower clients by providing personalized support. This role includes answering inbound calls and actively listening to client needs while delivering exceptional experiences through communication and problem solving. Successful candidates will undergo paid training to earn necessary licenses. The position offers a competitive pay structure, hybrid work opportunities, and comprehensive benefits package. #J-18808-Ljbffr
- Harrison Financial Services in Omaha seeks a detail-oriented Equity Analyst to manage investment models and engage with clients. This role requires expertise in finance and an ability to communicate... ...highly preferred. Join our client-focused team and contribute to wealth...Suggested
- Bank of America in Omaha, Nebraska, seeks a financial advisor responsible for providing tailored financial advice to clients. The ideal candidate will hold Series 7 and 66... ...least one year of experience in the financial service industry. This role involves building strong...SuggestedMonday to Friday
- A financial services organization in Omaha is seeking Entry Level Customer Service Representatives to assist clients with their financial needs. You will help customers with their 401k accounts and provide exceptional service. The ideal candidate has a high school diploma...SuggestedFull time
$80k - $90k
Bank of America is seeking a Financial Advisor in Omaha, NE, as part of the Advisor Development Program. This role focuses on building a book of business and providing comprehensive wealth management services to clients. The ideal candidate will hold Series7 & 66 licenses...Suggested$43k - $48k
Osaic is seeking a detail-oriented Operations Processing Specialist to join the Financial Services team in La Vista, NE. This full-time role involves processing brokerage account documentation, ensuring compliance, and delivering exceptional customer service. Ideal for...SuggestedFull timeWork at office- ...Medium is offering a remote work opportunity in a financial services role aimed at protecting families and children. This position allows... ...skills. This role supports the growth of both your career and the meaningful contributions you make to clients. #J-18808-LjbffrRemote work
- ...an enthusiasm for helping our clients, taking care of our... ...delivering extraordinary customer service while maintaining a strong commitment... ...solutions to meet their financial needs. As a Private Client... ...be done with a consistent focus on relationship management, not...
$45k - $48k
...Contractors Apply Here Osaic Careers Customer Service Opportunity in Financial Services Client Support Representative Location(s):... ...Contribute to a positive team environment and customer-focused culture Basic Requirements: ~ Customer...Full timeFor contractorsWork at office- A leading financial services firm in Omaha, Nebraska, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. You will build strong relationships while offering tailored investment solutions, supporting diverse client needs...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm... ...extraordinary customer service while maintaining a strong commitment... ...solutions to meet their financial needs. As a Private Client... ...will be done with a consistent focus on relationship management, not...
- A leading financial institution in Omaha is seeking a Private Client Advisor to provide personalized investment solutions to clients. This role requires a minimum... ...candidate will thrive in a dynamic environment, focusing on comprehensive financial planning and delivering...
- A financial services company located in Omaha, Nebraska, seeks a Client Service Specialist to manage reception duties and assist financial advisors with practice management. The candidate must have an associate degree and 1-3 years of relevant experience. Responsibilities...Full timeWork at officeVisa sponsorship
- ...CPA firms, is looking for a detail-oriented Payroll Specialist to manage payroll processing for multiple clients in Omaha. You will be the primary point of contact... .... The ideal candidate will offer exceptional service, engage directly with clients, and collaborate effectively...
$20 - $23 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...from Day One. Job Description Client Relationship Consultants build... ...available deposit and loan products and services, and recommending solutions based on each...Temporary work- ...their national footprint. This role involves managing top-tier clients and focusing on developing new client relationships, requiring a... ...demands a bachelor's degree and 10 years of experience in financial planning or investment management. Generous support for continuing...
- ...be responsive, transparent, and focused on results - for our people, our clients, and our company. We're a people... ...for ensuring accurate financial reporting, regulatory compliance,... ...engineering and design, client advisory services, planning, field services, and environmental...Full timeFlexible hours
$20 - $23 per hour
Client Relationship Consultant 2 (Banker) 171st & Center Bakers Omaha, NE (40 hours) page... ...we serve to make better and smarter financial decisions and enabling the communities we... ...available deposit and loan products and services, and recommending solutions based on each...Temporary workLocal area- ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping... ...we serve to make better and smarter financial decisions and enabling the communities we... ...available deposit and loan products and services, and recommending solutions based on each...
- A financial services firm in Omaha, NE is seeking a motivated Client Associate to join their team. This role involves providing outstanding client service, assisting financial advisers with investment research, and maintaining account records. Ideal candidates will have...
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 50... ...people come first. With over 9 million clients and 20,000 financial advisors across the... ...proud to be privately-owned, placing the focus on our clients rather than shareholder...Work at officeWork from homeHome officeFlexible hours- ...impact providing expert financial advice with heart.... ...different kind of financial services firm, one that puts... ...advice and connect clients to Thrivent products and... ...Get the support of specialists from every facet of the... ...of our customers. We focus on their goals and priorities...Local area
$125k - $145k
...Position Summary Focus Partners Wealth is seeking a Wealth... ...the easy thing. They serve our clients by putting clients' needs... ...approach to fulfilling clients' financial goals. They do this by first... ...ensure the highest level of service Provides feedback and opportunities...Temporary workWork at officeLocal area- ...Job Description Financial Advisor Jobs at First Command: Shaping... ...financial principles and a client-first philosophy. We inspire... ...military families, you will focus on financial plans that are constantly... ...for veterans, transitioning service members and military spouses...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$81.66k - $134.74k
...Summary of the Job The Sr. Financial Analyst will primarily be responsible... ...analysis projects. Efforts focus on driving profitability and... ...to meet specific internal client needs. As an individual contributor... .... Background in financial services and commercial banking....Temporary workWork experience placement$81.66k - $134.74k
...to their success! This senior financial analyst position is part of... ...Analysis (BP&A) function and focuses on system administration of financial... ...projects to meet internal client needs. As an individual... ...management concepts. Financial services and commercial banking...Temporary workFor contractorsWork experience placement- A financial services provider in Omaha is hiring a detail-oriented Finance & Admin Specialist. You will manage bookkeeping tasks, oversee client billing, and provide essential administrative support. The... ...contribute to a dynamic team focused on accuracy and efficiency....
- ...our employees to shape the future of global risk services. Join a team where your ideas are valued and... ...provides outstanding benefits that allow you to focus on achieving your full potential. The Client Services Specialist is responsible for providing exemplary customer...Immediate startFlexible hours
$19.42 - $23.15 per hour
Heartland Family Service is looking for an Intake Specialist in Omaha, NE. As a key contact for the agency, you will screen calls, assist clients in understanding services, and provide problem-solving support. The ideal candidate will have a strong background in customer...Hourly payFlexible hours$81.66k - $134.74k
...Sr. Financial Analyst At FNBO, our employees are the heart of our... ...analysis projects. Efforts will focus on driving profitability and... ...to meet specific internal client needs. As an individual contributor... ...concepts. Financial services and commercial banking background...Temporary workWork experience placement$125k - $170k
...Description Job Description Lead Financial Analys t | $125,000–$170,00... ...Your New Employer Our client is a well-established... ...commitment to innovation, customer service, and long-term growth. With a... ...leadership team and a focus on strategic financial excellence...
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