Client Services Lead: Grow & Coach in Financial Advisory

SageSpring; Omaha (NE); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401K

Life Insurance

Disability Insurance

Paid Vacation

Paid Holidays

Job summary

SageSpring Wealth Partners in Omaha, NE is seeking a Lead Client Services Associate to support Financial Advisors with client service and administrative tasks. This in-office role involves daily interaction with clients by phone and in person, managing records, and assisting with account maintenance while upholding the firm's values.

You will mentor fellow Client Services Associates, coordinate training, prepare reports, and handle trades and money movements.

Qualifications

• Bachelor’s degree required.
• 5 years of experience in a Registered Independent Advisory (RIA) as a Client Services Associate or similar.
• Series 65 OR Series 7/Series 66 preferred, but not required.
• Proficient in Microsoft Office Suite and video conferencing systems.
• Ability to work on multiple projects simultaneously while accomplishing daily tasks.
• Strong oral and written communication skills and interpersonal abilities.

Responsibilities

• Interact daily on the phone and in person with prospective and existing clients, including handling basic inquiries.
• Create and maintain records and files, including opening and closing all accounts and assisting with account maintenance.
• Oversee training, development, and oversight of the Client Services Associates.
• Support the Director of Operations to ensure consistency and review performance of Client Services Associates.
• Maintain databases and create reports using the Client Relationship Management platform.
• Transcribe and prepare correspondence; coordinate compliance communications as needed.

Skills

Client service

Communication

Multitasking

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Video conferencing

Job description

SageSpring Wealth Partners in Omaha, NE is seeking a Lead Client Services Associate to support Financial Advisors with client service and administrative tasks. This in-office role involves daily interaction with clients by phone and in person, managing records, and assisting with account maintenance while upholding the firm's values.

You will mentor fellow Client Services Associates, coordinate training, prepare reports, and handle trades and money movements.