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Financial Client Services Associate Jobs in Nebraska

Nationalindemnity

Client Services Analyst I

Omaha, NE · Hybrid

The Client Services Analyst provides customers technology support for company products, including ... Finance, Statistics, or a related field; or * Associate's Degree and two or more years of related ...

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Financial Client Services Associate information

What are Financial Client Services Associates?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a Financial Client Services Associate, and why are they important?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a Financial Client Services Associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
What job categories do people searching Financial Client Services Associate jobs in Nebraska look for? The top searched job categories for Financial Client Services Associate jobs in Nebraska are:
What cities in Nebraska are hiring for Financial Client Services Associate jobs? Cities in Nebraska with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you

Client Service Associate (Mailroom & Office Services)

SPS North America

Omaha, NE

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

Great Service Meets Seamless Operations

SPS Global is seeking a professional and service-driven Client Services Associate to support daily office operations and deliver an exceptional workplace experience. This role is ideal for someone who thrives in a fast-paced environment, enjoys staying organized, and takes pride in delivering polished customer service while ensuring operational excellence.

As a Client Services Associate, you will serve as a key point of contact for mail services, print support, office operations, and workplace coordination. Your work directly contributes to the efficiency, professionalism, and overall client experience within the office environment.

Typical Work Schedule:
Monday – Friday | 8:00 AM – 5:00 PM

Job Overview

The Client Services Associate supports office operations by managing mail and package handling, shipping and receiving, print and document services, inventory management, and workplace support functions.

This role combines operational support with frontline customer service responsibilities, ensuring all employees, clients, and visitors receive prompt, professional, and efficient assistance.

Reports To:
Client Services Supervisor, Client Services Manager, or equivalent leadership

What You'll DoMail & Shipping Operations
  • Manage incoming and outgoing mail and packages with accuracy and accountability
  • Handle shipping, receiving, tracking, and chain-of-custody documentation
  • Maintain accurate records and ensure timely package processing and delivery
  • Serve as a trusted point of contact for mail and logistics inquiries
Office & Print Services Support
  • Maintain and troubleshoot multifunction devices such as printers and copiers
  • Support print, scanning, and document service operations
  • Monitor inventory levels including toner, paper, pantry supplies, and office materials
  • Ensure office service areas remain organized and operational
Workplace & Operational Support
  • Support meeting room setups and occasional office moves
  • Maintain clean, professional, and organized workspaces
  • Assist across teams and operational areas as needed
  • Proactively identify opportunities to improve efficiency and support workplace operations
Customer Service Excellence
  • Deliver polished, professional customer service in every interaction
  • Collaborate effectively with internal teams and clients
  • Maintain professionalism, reliability, and discretion when handling sensitive matters
  • Adapt quickly to changing operational needs and priorities
What We're Looking ForRequired
  • High School Diploma or equivalent
  • Valid driver's license with clean driving record
  • Willingness to complete background checks and fingerprinting requirements
  • Strong organizational and time-management skills
  • Basic computer proficiency and familiarity with Microsoft Office applications
  • Ability to adapt to workplace systems and operational tools
  • Strong communication and customer service skills
Preferred
  • Experience in office services, mailroom operations, hospitality, logistics, or workplace support environments
  • Experience with multifunction devices (MFDs), shipping systems, or tracking software
Competencies
  • Customer-first mindset with strong service orientation
  • Strong attention to detail and organizational ability
  • Ability to multitask and prioritize effectively
  • Problem-solving mindset with calm decision-making under pressure
  • Independent work capability with collaborative team approach
  • Professionalism, reliability, and discretion
Physical Requirements
  • Ability to lift or move packages weighing 40–60 lbs.
  • Ability to stand, walk, bend, and lift throughout the workday
  • Manual dexterity for operating office equipment and workplace tools

Travel:
None or negligible

What We Offer

Career Growth: Opportunities to expand expertise across office services, workplace operations, and client support functions.

Learning & Development: A culture that promotes continuous learning and professional growth.

We Recognize Talent: Recognition programs available across all employee levels.

Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identity Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k with matching, Entertainment Discounts, and Paid Time Off.

Note: Please inquire with Human Resources regarding benefit offerings for roles under 30 hours per week, as eligibility may vary.

Disclaimer:
This job description is not intended to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this role. Duties and responsibilities may change at any time with or without notice.

WHAT WE OFFER

  • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities.
  • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do.
  • We Recognize Talent: We offer a variety of recognition programs for all levels of employees.
  • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking Pre-Tax Plans, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off.
    • Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.

About SPS

SPS is a global workplace solutions and business transformation company operating in more than 20 countries. Across North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings.

Our clients include leading organizations across banking, insurance, legal, higher education, professional services, and many Fortune 500 companies.

At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity.

SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law.

Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool.

To ensure a fair and authentic interview process, applicants may not use AI tools or any other form of real-time assistance during interviews. SPS team members may use transcription or note-taking technology solely to support accurate interview documentation. No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. SPS uses the Greenhouse Applicant Tracking System to facilitate application management and recruiting workflows. Human recruiters and hiring managers review applications and exercise independent judgment throughout the hiring process

SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time.

To view our privacy policy, click on the link below: Data Privacy Statement

Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.