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Financial Client Services Associate Jobs in Nebraska

YMCA

Member Services Associate

South Sioux City, NE · On-site

Member Services Associate Status: Part Time Non-Exempt Department: Member Services Reports to: Membership Director POSITION SUMMARY: The Member Services Associate plays a vital role in advancing the ...

New

Nationalindemnity

Client Services Analyst I

Omaha, NE · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

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 ...

National Indemnity Company

Client Services Analyst I

Omaha, NE · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

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 ...

National Indemnity Company

Client Services Analyst I

Omaha, NE · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

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 ...

Topgolf

Golf Services Associate

Omaha, NE

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

What You'll Need to Succeed as a Golf Service Associate * A Positive Attitude - Because being a grump is no fun! * One Team Mentality - We believe the phrase "Teamwork makes the dream work" will ...

Topgolf International, Inc.

Golf Services Associate

Omaha, NE · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

What You'll Need to Succeed as a Golf Service Associate * A Positive Attitude - Because being a grump is no fun! * One Team Mentality - We believe the phrase "Teamwork makes the dream work" will ...

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Financial Client Services Associate information

What is a financial client services associate?

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?

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 are popular job titles related to Financial Client Services Associate jobs in Nebraska?

For Financial Client Services Associate jobs in Nebraska, the most frequently searched job titles are:

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

Member Services Associate

norm waitt sr. ymca | siouxland ymca

South Sioux City, NE • On-site

Other

Posted 5 days ago

Job description

Member Services Associate

The Member Services Associate plays a vital role in advancing the YMCA's mission of strengthening community by connecting people to their potential, purpose, and one another. This position serves as the first point of contact for members and guests, ensuring a welcoming environment and providing exceptional customer service. By building relationships, processing memberships, and supporting engagement, the Member Services Associate creates meaningful connections that strengthen belonging. Guided by the YMCA's core values—Caring, Honesty, Respect, and Responsibility—we foster a culture that is Welcoming, Genuine, Hopeful, Nurturing, and Determined.

• Provide excellent service to members, guests, and participants in person, over the phone, and online.

• Process sales transactions, reconcile cash drawers, and ensure accuracy in membership and program registrations.

• Conduct tours that highlight YMCA mission and values; promote and sell memberships.

• Greet members and guests with professionalism and the Y-Voice: Welcoming, Hopeful, Determined, Genuine, and Nurturing.

• Support members by answering questions, resolving concerns, and connecting them with programs and opportunities.

• Maintain lobby and front desk areas to ensure a safe, clean, and welcoming environment.

• Build authentic relationships with members, helping them feel connected to the YMCA and one another.

• Apply YMCA policies, standards, and procedures consistently.

• Uphold professional conduct, appearance, and integrity in all interactions.

• Attend required trainings, meetings, and organizational events.

• Perform other duties as assigned in support of the YMCA's mission and strategic goals.

The YMCA competency areas include:

• Communication & Influence: Builds trust and engages members through effective communication.

• Engaging Community: Connects members to the Y community and creates opportunities for involvement.

• Emotional Maturity: Remains calm, patient, and professional in busy or challenging situations.

• Critical Thinking & Decision Making: Responds to member concerns and situations with sound judgment.

The Y: We strengthen the community through youth development, healthy living, and social responsibility.

Qualifications:

• Must be at least 18 years of age.

• Previous customer service, sales, or related experience preferred.

• Strong interpersonal and problem-solving skills.

• Ability to relate effectively to people of diverse backgrounds and experiences.

• Basic computer skills required; familiarity with membership software preferred.

• Ability to work independently with minimal supervision.

• Understands that the YMCA is a public accommodation committed to compliance with the Americans with Disabilities Act (ADA).

Required Training and Certifications (or willingness to complete within designated timeframe upon hire):

• YMCA-approved Bloodborne Pathogens Training

• Mandatory Child Abuse Reporting Certification

• Emergency Procedures Training

• CPR and First Aid Certification

Work Environment and Physical Demands:

• Ability to use a computer and phone for extended periods.

• Frequent sitting, standing, and moving around the work environment.

• Ability to lift up to 25 lbs. using proper technique.

• Specific vision abilities include close vision, distance vision, peripheral vision, and ability to focus.

• Work environment noise is typically moderate.

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Impact Statement:

This role directly contributes to the Norm Waitt Sr. YMCA's mission by creating a welcoming and supportive front-line experience for members and guests. Through excellent service, meaningful connections, and accurate processing, the Member Services Associate strengthens both our Siouxland community and the broader impact of the YMCA across the country.

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