Wealth Management Client Associate

Fnbo---First-National-Bank-of-Omaha-1; 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

Tuition Assistance

Growth Opportunities

Short-Term/Long-Term Disability

Descripción de la vacante

FNBO is seeking a Client Relationship Associate to support our Financial Advisor teams by delivering investment and planning solutions to clients. You will manage daily servicing for client portfolios, aid onboarding, and help schedule client reviews to enhance service quality.

Ideal candidates hold a Business Administration degree with 1–3+ years in financial services, possess strong detail orientation and communication skills, and are ready to work onsite in Grand Island, NE.

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.
• Familiarity with basic wealth management concepts and financial planning.
• Excellent attention to detail and ability to review documents for accuracy.
• Strong written and verbal communication; able to prepare clear documentation.

Responsabilidades

• Manage daily servicing needs for an assigned customer portfolio to support Advisory team.
• Maintain onboarding service model and standards for new clients.
• Anticipate customer needs and recommend Wealth Management services.
• Prepare and maintain accurate transaction documentation and ensure timely submissions.
• Monitor account activity and validate daily transactions; document client contacts.

Conocimientos

Attention to detail

Communication

Team collaboration

Customer service

Financial terminology

Educación

Bachelor's degree in Business Administration

Descripción del empleo

FNBO is seeking a Client Relationship Associate to support our Financial Advisor teams by delivering investment and planning solutions to clients. You will manage daily servicing for client portfolios, aid onboarding, and help schedule client reviews to enhance service quality.

Ideal candidates hold a Business Administration degree with 1–3+ years in financial services, possess strong detail orientation and communication skills, and are ready to work onsite in Grand Island, NE.