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Financial Client Services Associate Jobs in Nebraska

Anagh Technologies, Inc.

Senior Angular Developer

Omaha, NE · On-site +1

$52.50 - $64/hr

Client: Financial Client Omaha Software Development Office that provides economic research regarding risk, performance and financial modeling, as well as consulting, training and software services.

defi AUTO LLC

Client Service Executive

Lincoln, NE · On-site

$82K - $117K/yr

As a Client Service Executive within the Managed Servicing business, you operate in a highly ... financial services industry. You are responsible for delivering exceptional service and driving ...

Apply Early

D.A. Davidson

Client Associate

Lincoln, NE · On-site

A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE branch. In this team-critical role ...

D.A. Davidson

Client Associate

Lincoln, NE

A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE branch. In this team-critical role ...

Apply Early

D.A. Davidson

Client Associate

Lincoln, NE · On-site

A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE branch. In this team-critical role ...

D.A. Davidson

Client Associate

Lincoln, NE · On-site

A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Lincoln, NE branch. In this team-critical role ...

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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.
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Financial Client Services Associate jobs near you
Client Services Specialist

Client Services Specialist

UNICO Group Inc

Lincoln, NE

Other

Medical, Life

Posted 5 days ago

Job description

Description

The Client Services Specialist supports the Client Managers and Client Executives through various tasks. With a passion for customer service and teamwork, this individual combines their friendly demeanor with stellar organization skills and detail-oriented focus to administer and support commercial insurance policies for various clients in a fast-paced environment. 


Responsibilities

  • Responsible for day-to-day internal, client, and carrier communications, problem-solving, and compliance on client accounts.
  • Support the marketing process by compiling documents, collecting data, and gathering carrier quotes as requested by the Risk Advisor and Client Manager/ Client Executive. 
  • Support team members in timely handling of phone and email communications during team member absences and busy work periods.      
  • Assist Client Managers, Client Executives, and Advisors by facilitating the renewal process for clients.
  • Partner with insurance carriers to ensure accurate coverage throughout the year, with greater emphasis during the renewal process.
  • Maintain thorough, accurate, and up-to-date records in our Agency Management System and other internal and client-facing systems.
  • Work closely with the team to maintain continuous knowledge of client accounts to identify potential issues and opportunities.
  • Stay informed of carrier changes, industry developments, and government regulations surrounding group benefits insurance. 
  • Provide regular two-way communication between the client and team, providing strong team representation and client expectations.
  • Understand company capabilities and services and effectively communicate all offerings to the client.

Requirements

Education & Experience 

  • Education: High school diploma or GED required; bachelor or associate degree preferred
  • Experience: At least one year of experience in a client-focused role. Experience with group benefits is preferred. 
  • Licensure: Current Nebraska Life & Health insurance license, or willingness and ability to obtain within 90 days of employment.

Knowledge & Skills 

  • Demonstrate exceptional communication skills, both verbal and written, with the ability to successfully interact with various client personalities at all levels within an organization.
  • Manage numerous projects simultaneously while paying strict attention to detail.
  • Stay organized and reprioritize tasks in an ever-changing environment.
  • Exhibit excellent customer service skills and a desire to problem solve.
  • Aspire to be independently resourceful but not afraid to ask questions within our supportive team environment.
  • Utilize time management skills with the ability to remain focused on deadlines.
  • Understand insurance documents to administer policies within quoting tools and online enrollment systems.
  • Proficient in Microsoft Excel, PowerPoint, Outlook, and other software, systems, and programs, with the ability to learn new software applications.

Physical Demands

  • This role's physical exertion is sedentary and occurs in an office environment. 
  • Exerting up to 10 pounds of force occasionally and a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. 
  • Substantial movements and repetitive motion of the wrists, hands, and fingers. 
  • Individuals must have close visual acuity to perform activities such as preparing and analyzing data and figures transcribing, viewing a computer, and extensive reading.




Professional. Team Player. Positive. Trust.

UNICO Group is committed to the full inclusion of all qualified individuals. In keeping with our commitment, UNICO Group will take steps to ensure that people with disabilities are provided reasonable accommodation. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and to receive all other benefits and privileges of employment, contact People Operations at careers@unicogroup.com 

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