Be Seen First
David City, NE · On-site
$85K - $100K/yr
We are seeking a full-time Investment Client Service Assistant to join our team! The ideal candidate for this role is someone who is professional, organized, provides excellent customer service, and ...
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Be Seen First
David City, NE · On-site
$85K - $100K/yr
We are seeking a full-time Investment Client Service Assistant to join our team! The ideal candidate for this role is someone who is professional, organized, provides excellent customer service, and ...
Omaha, NE · On-site
$13.75 - $19.25/hr
... assist as necessary * Maintain client paper files and electronic data files in a timely manner ... Financial services experience or applicable internship experience * Wealth management experience a ...
Omaha, NE · On-site
$13.75 - $19.25/hr
... assist as necessary * Maintain client paper files and electronic data files in a timely manner ... Financial services experience or applicable internship experience * Wealth management experience a ...
Omaha, NE · On-site
$58K - $67K/yr
... assist as necessary * Maintain client paper files and electronic data files in a timely manner ... Financial services experience or applicable internship experience * Wealth management experience a ...
Omaha, NE · On-site
$58K - $67K/yr
... assist as necessary * Maintain client paper files and electronic data files in a timely manner ... Financial services experience or applicable internship experience * Wealth management experience a ...
Omaha, NE · On-site
$54K - $65K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the ... Support the firm's initiatives, assist with any company-wide projects and activities, and attend ...
Omaha, NE · On-site
$54K - $65K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the ... Support the firm's initiatives, assist with any company-wide projects and activities, and attend ...
Lincoln, NE · On-site
$14.75 - $19.50/hr
The Client Service Specialist supports the organization's Client Managers through a wide variety of ... Responsibilities * Assist Client Managers and Advisors with the facilitation of day-to-day tasks ...
Lincoln, NE · On-site
$14.75 - $19.50/hr
The Client Service Specialist supports the organization's Client Managers through a wide variety of ... Responsibilities * Assist Client Managers and Advisors with the facilitation of day-to-day tasks ...
$15 - $19.75/hr
Description The Client Service Specialist supports the organization's Client Managers through a ... Responsibilities * Assist Client Managers and Advisors with the facilitation of day-to-day tasks ...
$15 - $19.75/hr
Description The Client Service Specialist supports the organization's Client Managers through a ... Responsibilities * Assist Client Managers and Advisors with the facilitation of day-to-day tasks ...
Lincoln, NE · On-site
$15 - $19.75/hr
The Client Service Specialist supports the organization's Client Managers through a wide variety of ... Responsibilities * Assist Client Managers and Advisors with the facilitation of day-to-day tasks ...
Lincoln, NE · On-site
$15 - $19.75/hr
The Client Service Specialist supports the organization's Client Managers through a wide variety of ... Responsibilities * Assist Client Managers and Advisors with the facilitation of day-to-day tasks ...
$54K - $65K/yr
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... Support the firm's initiatives, assist with any company-wide projects and activities, and attend ...
$54K - $65K/yr
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... Support the firm's initiatives, assist with any company-wide projects and activities, and attend ...
Elkhorn, NE · On-site
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... Support the firm's initiatives, assist with any company-wide projects and activities, and attend ...
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Elkhorn, NE · On-site
Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with ... Support the firm's initiatives, assist with any company-wide projects and activities, and attend ...
Omaha, NE · On-site
$54K - $65K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the ... Support the firm's initiatives, assist with any company-wide projects and activities, and attend ...
Omaha, NE · On-site
$54K - $65K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the ... Support the firm's initiatives, assist with any company-wide projects and activities, and attend ...
$54K - $65K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the ... Support the firm's initiatives, assist with any company-wide projects and activities, and attend ...
Quick apply
$54K - $65K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the ... Support the firm's initiatives, assist with any company-wide projects and activities, and attend ...
Omaha, NE · On-site
$54K - $65K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the ... Support the firm's initiatives, assist with any company-wide projects and activities, and attend ...
Omaha, NE · On-site
$54K - $65K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the ... Support the firm's initiatives, assist with any company-wide projects and activities, and attend ...
Omaha, NE · On-site
$48K/yr
About This Job The Client Service Advocate (CSA) at Axos Securities supports Registered Investment ... to assist with inquiries related to Account Opening, Account Maintenance, Trading, Corporate ...
Omaha, NE · On-site
$48K/yr
About This Job The Client Service Advocate (CSA) at Axos Securities supports Registered Investment ... to assist with inquiries related to Account Opening, Account Maintenance, Trading, Corporate ...
Norfolk, NE · On-site
$16.75 - $22.25/hr
We are focused on providing a customized plan to assist participants on their way to retirement and ... Client Service Specialist. In this role, you will be the first point of contact for our valued ...
Norfolk, NE · On-site
$16.75 - $22.25/hr
We are focused on providing a customized plan to assist participants on their way to retirement and ... Client Service Specialist. In this role, you will be the first point of contact for our valued ...
Omaha, NE · On-site
$48K/yr
About This Job The Client Service Advocate (CSA) at Axos Securities supports Registered Investment ... to assist with inquiries related to Account Opening, Account Maintenance, Trading, Corporate ...
Omaha, NE · On-site
$48K/yr
About This Job The Client Service Advocate (CSA) at Axos Securities supports Registered Investment ... to assist with inquiries related to Account Opening, Account Maintenance, Trading, Corporate ...
About This Job The Client Service Advocate (CSA) at Axos Securities supports Registered Investment ... to assist with inquiries related to Account Opening, Account Maintenance, Trading, Corporate ...
About This Job The Client Service Advocate (CSA) at Axos Securities supports Registered Investment ... to assist with inquiries related to Account Opening, Account Maintenance, Trading, Corporate ...
Kearney, NE · On-site
$55K - $65K/yr
Ensure actionable items discussed during these meetings are addressed promptly. * Assist in ... to a client. Ensure all forms (in-person consultation, service agreement,etc) are completed ...
Kearney, NE · On-site
$55K - $65K/yr
Ensure actionable items discussed during these meetings are addressed promptly. * Assist in ... to a client. Ensure all forms (in-person consultation, service agreement,etc) are completed ...
Scottsbluff, NE · On-site
$55K - $65K/yr
Ensure actionable items discussed during these meetings are addressed promptly. * Assist in ... to a client. Ensure all forms (in-person consultation, service agreement,etc) are completed ...
Quick apply
Scottsbluff, NE · On-site
$55K - $65K/yr
Ensure actionable items discussed during these meetings are addressed promptly. * Assist in ... to a client. Ensure all forms (in-person consultation, service agreement,etc) are completed ...
Omaha, NE · On-site
$55K - $65K/yr
Ensure actionable items discussed during these meetings are addressed promptly. * Assist in ... to a client. Ensure all forms (in-person consultation, service agreement,etc) are completed ...
New
Quick apply
Omaha, NE · On-site
$55K - $65K/yr
Ensure actionable items discussed during these meetings are addressed promptly. * Assist in ... to a client. Ensure all forms (in-person consultation, service agreement,etc) are completed ...
New
Kearney, NE · On-site
$55K - $65K/yr
Ensure actionable items discussed during these meetings are addressed promptly. * Assist in ... to a client. Ensure all forms (in-person consultation, service agreement,etc) are completed ...
Quick apply
Kearney, NE · On-site
$55K - $65K/yr
Ensure actionable items discussed during these meetings are addressed promptly. * Assist in ... to a client. Ensure all forms (in-person consultation, service agreement,etc) are completed ...
$7.33 - $8.83
2% of jobs
$8.83 - $10.33
5% of jobs
$10.33 - $11.83
5% of jobs
$11.83 - $13.33
9% of jobs
$13.68 is the 25th percentile. Wages below this are outliers.
$13.33 - $14.84
16% of jobs
The median wage is $15.69 / hr.
$14.84 - $16.34
22% of jobs
$16.34 - $17.84
15% of jobs
$17.92 is the 75th percentile. Wages above this are outliers.
$17.84 - $19.34
10% of jobs
$19.34 - $20.84
7% of jobs
$20.84 - $22.34
5% of jobs
$22.34 - $23.84
3% of jobs
$7
$16
$23
$85K - $100K/yr
Full-time
Medical, Retirement, PTO
Posted 11 days ago
We are seeking a full-time Investment Client Service Assistant to join our team! The ideal candidate for this role is someone who is professional, organized, provides excellent customer service, and has strong follow through.
Key Responsibilities
Qualifications and Skills
Benefits/Pay
Our benefits include PTO, company 401k match, and flexible summer hours.
The annual pay range is between $85,000 - $100,000 depending upon experience.
Moravec Financial Advisors, Inc. in David City Nebraska is a financial planning and wealth management firm that specializes in helping individuals prepare for and transition into retirement. Our financial advisors have a custom process for helping you build, manage, protect, and transition your wealth. Our mission is to assist clients in the management of their financial resources to secure their wealth and the wealth of their families.
Our staff of professionals believes that the best way we can serve our clients is to maintain a very high level of skill and technical knowledge. We take the time to fully understand each client’s financial situation so we can create a plan that is custom tailored to meet those individual needs in order to provide financial confidence.
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