Associate I, Client Relations Associate

First National Bank of Omaha; Grand Island (NE); Presencial; USD 48.000 - 79.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, Vision Insurance

401k, With Matching Contributions

Time Off Programs

Health Savings Account (HSA)/Dependent

Employee Banking

Growth Opportunities

Tuition Assistance

Short-Term/Long-Term Disability

Descripción de la vacante

First National Bank of Omaha is seeking a Client Relationship Associate to support our Financial Advisor teams by delivering guidance and investment solutions to clients.

You will manage daily service needs, onboard new clients, document transactions, and coordinate reviews with Advisors while adhering to FINRA/SEC rules and bank policies. Onsite role with growth opportunities and a strong benefits package.

Formación

• Bachelor’s degree in Business Administration or related field, or equivalent experience.
• 1–3+ years of experience in the investment or financial services industry.
• Strong attention to detail and accuracy.

Responsabilidades

• Manage daily servicing needs for an assigned customer portfolio to support the Advisory team.
• Maintain onboarding processes and ensure service standards are met.
• Anticipate client needs and promote Wealth Management services.
• Prepare documentation for transactions and ensure accuracy.
• Monitor account activity and follow up on outstanding items.
• Coordinate client reviews with Advisors and support financial planning.

Conocimientos

Detail orientation

Communication

Documentation skills

Team collaboration

Educación

Bachelor’s degree in Business Administration or related field

Descripción del empleo

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Summary of the Job:

The Client Relationship Associate provides the daily customer support and enables the efficient and effective practice management of our Financial Advisor teams. The Client Relationship Associate will work closely with their Advisor team to support the delivery of advice, guidance and investment solutions to individuals to create and maintain financial wellbeing. The Client Relationship Associate will support Advisory teams and customers with basic to comprehensive investment, insurance and financial planning needs.

About This Role:

• Manage the daily servicing needs for an assigned customer portfolio in order to support the Advisory team in identifying customer needs and delivering solutions.
• Maintain the new customer onboarding service model and standards.
• Anticipate customer needs, recognize opportunities and recommend appropriate Wealth Management support and services to the primary Advisor.
• Prepare and maintain appropriate documentation for transactions ensuring completeness and accuracy.
• Follow through on the submission of documents to ensure timely and accurate completion of submissions.
• Monitor all account activity by reviewing and validating daily transactions.
• Support the documentation of all client contacts, written and verbal to confirm client discussions and actions.
• Monitor portfolio of accounts, notify Advisor of outstanding balances and anticipated cash needs.
• Coordinate with Advisors to schedule and facilitate client reviews, with awareness of the administrative risk associated with account administration.
• Assist Advisors with the financial planning process, including data collection and entry.
• Monitor and resolve outstanding client account and service items in collaboration with Advisors.
• Meet regularly with Advisors to review portfolio of accounts and coordinate administrative actions necessary to provide an exceptional delivery of customer service.
• Apply functional and technical knowledge to solve a customer’s basic to complex problem using sound analytical thought to exercise judgment and identify innovative solutions.
• Engage internal or external resources when necessary to serve a customer’s more complex needs.
• Properly execute transactions in a timely manner.
• Assist Advisors with the planning, coordination and execution of marketing plan and client touchpoints.
• Exhibit professional behavior and promote positive and collaborative working relationships.
• Understand and comply with bank policy, laws, and FINRA / SEC regulations, and the bank's BSA/AML Program, as applicable to all job duties.

The Ideal Candidate for This Role:

• Bachelor’s degree in Business Administration or related field or equivalent experience.
• 1-3+ years of experience in the investment or financial services industry.
• Working knowledge of all standard concepts and procedures with area of expertise.
• Excellent orientation to detail.
• Able to review documents or information with accuracy for errors or omissions.
• Ability to deliver clear, articulate and concise messages, both verbally and orally.
• Ability to create written documentation in various formats and styles to meet the needs of the audience.
• Demonstrated proficiency in writing and able to develop presentation, documents or standard reports that are clear and understood.
• Ability to identify problems, research underlying contributing factors and evaluate appropriate solutions.
• Ability to identify areas where efficiency and process improvement are needed.
• Ability to work collaboratively and cohesively within a team environment.
• Ability to listen attentively to customer’s needs to best deliver a comprehensive solution for the customer.
• Understands and contributes to intended customer experience of helpful, easy and personal.

Additional Qualifications Preferred:

• FINRA Series 7 and 66 (or Series 63 & 65) registrations.
• State Life, Accident & Health and Variable Contract insurance licenses.
• Certifications or degrees such as a AWMA, CRPC, FPQP, or ability to earn accreditation.
• Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation:

Compensation range (base pay): $47,613.00-$78,560.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Work Environment:

It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

Benefits Overview:

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.

For additional information regarding compensation and benefits, e-mail FNBO at [e-mail].

Job number: R-20261921

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants).

Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

Grow Your Career with FNBO!

For 170 years, our holding company - First National of Nebraska (FNNI) - has grown to more than 4,500 employees with locations in nine states and $35 billion in assets. We are proud to serve our customers and communities with banking offices located in Nebraska, Colorado, Illinois, Iowa, Kansas, Missouri, South Dakota, Texas and Wyoming. FNBO (First National Bank of Omaha) believes that a bank should be a force for good in the world; to positively influence the lives of our employees, customers and the success of the communities we serve. Whether you're just beginning your career or taking it to the next level, you'll find your fit here.

Bilingual Careers Internships & Trainee Program

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. We strive to represent the communities in which we serve. Learn more here. FNBO endeavors to make our site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact HR Solution One via either email or phone using the contact information below. Online (Primary Response Hours: M-F, 8a-5p Central) [e-mail] Phone (Available: M-F, 10a-2p; Central) [phone] [phone]