Client Services Associate - Financial Planning Support

D.A. Davidson; Lincoln (NE); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental and Vision

401(k) and ESOP contribution

Generous sick and vacation leave

Professional Development Opportunities

Tuition Reimbursement

Charitable gift-matching program

Job summary

A financial services firm is seeking a motivated Client Associate for its Lincoln, NE branch. The successful candidate will support Financial Professionals, manage client requests, and ensure exceptional client service. Candidates should possess solid technology skills, excellent communication abilities, and a keen attention to detail. This role offers opportunities for career growth in an engaging work environment. Competitive salary and generous benefits are included.

Qualifications

• Eager to advance and grow in the Financial Services Industry.
• Desire to complete the Securities Industry Essentials (SIE) and FINRA exams.
• Proven ability to build client relationships.

Responsibilities

• Provide professional client service managing requests and account maintenance.
• Review and process client account documents effectively.
• Assist with crafting comprehensive financial plans for clients.

Skills

Solid technology skills (Microsoft Word, Excel and Outlook)

Excellent communication skills

Problem-solving skills

Attention to detail

Ability to manage multiple demands

Education

High school diploma

Post-secondary education or equivalent work experience

Job description

A financial services firm is seeking a motivated Client Associate for its Lincoln, NE branch. The successful candidate will support Financial Professionals, manage client requests, and ensure exceptional client service. Candidates should possess solid technology skills, excellent communication abilities, and a keen attention to detail. This role offers opportunities for career growth in an engaging work environment. Competitive salary and generous benefits are included.