Sr. Registered Client Service Associate - Omaha,Nebraska/Remote
Core
Provide comprehensive administrative and operational support within a financial advisor's practice, serving as the primary point of contact for clients to resolve issues and manage account services.
Role type
Senior Registered Client Service Associate
Builds
Client account management, onboarding, and operational support for wealth management practices
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, communication, organizational skills, problem-solving, financial product knowledge (life insurance, annuities), trade execution, CRM proficiency
Preferred skills
Bachelor's degree in Finance, Business, or Accounting
Technologies
Microsoft Office, financial CRM software
Responsibilities
Serve as primary client contact for inquiries and issue resolution; Support new client onboarding and documentation; Process account opening, maintenance, and transfer documentation; Monitor client account activity including contributions, distributions, and trading; Maintain accurate client records in CRM; Coordinate with custodians and internal teams; Assist financial advisors with administrative support.
Seniority
Senior, hands-on IC