Client Services Associate – Financial Planning

D.A. Davidson Companies; Lincoln (NE); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP contribution

Generous sick, vacation, and maternity/parental leave

Paid holidays

Professional Development Opportunities

Tuition Reimbursement ($15,000 lifetime cap)

Discounted personal insurance

Charitable gift-matching program

Davidson Day of Giving

Job summary

A leading financial services firm based in Lincoln, NE, is seeking a Client Associate. In this critical role, you will collaborate with Financial Professionals to deliver exceptional client service. Responsibilities include managing client requests, processing account documents, and assisting with financial planning. Ideal candidates will possess strong communication skills, attention to detail, and solid technology skills. This position offers competitive salary and excellent benefits, including professional development opportunities.

Qualifications

• High school graduate with a preference for post-secondary education or relevant work experience.
• Proven ability to build client/customer relationships with excellent communication skills.
• Strong attention to detail and accuracy with semi-advanced math.

Responsibilities

• Provide professional client service managing requests and account maintenance.
• Assist in crafting comprehensive financial plans for clients.
• Facilitate the transfer of client funds and securities.

Skills

Building client/customer relationships

Communication skills

Attention to detail

Problem-solving

Technology skills (Microsoft Word, Excel, Outlook)

Education

High school graduate

Post-secondary education or comparable work experience

Job description

A leading financial services firm based in Lincoln, NE, is seeking a Client Associate. In this critical role, you will collaborate with Financial Professionals to deliver exceptional client service. Responsibilities include managing client requests, processing account documents, and assisting with financial planning. Ideal candidates will possess strong communication skills, attention to detail, and solid technology skills. This position offers competitive salary and excellent benefits, including professional development opportunities.