Wealth Advisory Support Associate

First National Bank of Omaha; Fremont (NE); On-site; USD 48,000 - 79,000; Full time

Benefits offered by this job

Vision Insurance

Tuition Assistance

401k with Matching

Job summary

First National Bank of Omaha is seeking a Client Relationship Associate to support Wealth Management advisory teams by handling daily client servicing, onboarding, and documentation. You will anticipate client needs and coordinate with Advisors to deliver investment solutions while ensuring accuracy and regulatory adherence.

The role emphasizes teamwork, clear communication, and a client-centric approach within an onsite environment.

Qualifications

• Bachelor's degree or equivalent experience required.
• 1-3+ years in investment/financial services.
• Attention to detail and accuracy in review of documents.
• Clear and concise written communication skills.
• Ability to identify problems and derive solutions.
• Ability to improve processes and efficiency.
• Ability to collaborate within a team.
• Strong customer-centric approach.

Responsibilities

• Manage daily servicing for an assigned customer portfolio to support advisory team.
• Maintain onboarding service model and standards.
• Anticipate customer needs and recommend Wealth Management services.
• Prepare and maintain documentation for transactions with accuracy.
• Monitor account activity and document client interactions.
• Coordinate with Advisors to schedule client reviews.
• Assist Advisors with financial planning data collection and entry.
• Execute transactions timely and correctly.
• Support marketing planning and client touchpoints.

Skills

Attention to detail

Clear communication

Written documentation

Problem solving

Process improvement

Team collaboration

Active listening

Customer experience

Education

Bachelor's degree in Business Administration or related field

1-3+ years in investment/financial services

Job description

First National Bank of Omaha is seeking a Client Relationship Associate to support Wealth Management advisory teams by handling daily client servicing, onboarding, and documentation. You will anticipate client needs and coordinate with Advisors to deliver investment solutions while ensuring accuracy and regulatory adherence.

The role emphasizes teamwork, clear communication, and a client-centric approach within an onsite environment.