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Financial Client Services Associate Jobs in Nebraska

Three

Client Services Representative

Omaha, NE · On-site

$19/hr

Job Responsibilities The Client Services Representative will be responsible for, but not limited to ... a financially strong insurance company they can trust. BHDIC is excited to announce our ...

New

THREE

Client Services Representative

Omaha, NE · On-site

$19/hr

Job Responsibilities The Client Services Representative will be responsible for, but not limited to ... a financially strong insurance company they can trust. BHDIC is excited to announce our ...

Moravec Financial Advisors, Inc.

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Investment Client Service Associate

David City, NE · On-site

$85K - $100K/yr

We are seeking a full-time Investment Client Service Assistant to join our team! The ideal ... Bachelor's degree in finance, business, or a related field. * Skills: Strong communication ...

Pacificlife

Financial Operations Associate

Omaha, NE · On-site

$22/hr

This position combines operational processing, problem-solving, and client support to ... Support post-issue servicing for annuity and life insurance products by: * Reviewing and processing ...

SPECTRAFORCE

Client Services Coordinator - Onsite

Lincoln, NE · On-site

$15.75 - $20.50/hr

Client Services Coordinator SPECTRAFORCE is at the forefront of redefining the staffing, technology ... Serves as the first point of contact for associates regarding HR and workplace safety inquiries and ...

UNICO Group Inc

Client Services Specialist I

Lincoln, NE · On-site

$15 - $19.75/hr

Description The Client Services Specialist supports the Client Managers and Client Executives ... High school diploma or GED required; bachelor or associate degree preferred * Experience: At least ...

U S Central Financial Group

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Client Service Coordinator

Elkhorn, NE · On-site

$24/hr

We are seeking a reliable and detail-oriented individual to join our financial advisory firm as a part-time Client Services Coordinator. This role is the first point of contact for our clients, and ...

UNICO Group

Client Services Specialist I

Lincoln, NE · On-site

$14.75 - $19.50/hr

The Client Services Specialist supports the Client Managers and Client Executives through various ... High school diploma or GED required; bachelor or associate degree preferred * Experience: At least ...

Unico Group Inc

Client Services Specialist I

Lincoln, NE · On-site

$15 - $19.75/hr

The Client Services Specialist supports the Client Managers and Client Executives through various ... High school diploma or GED required; bachelor or associate degree preferred * Experience: At least ...

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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

Client Services Representative

Three

Omaha, NE • On-site

$19/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

New

Job description

Job Type
Full-time
Description
biBerk, a Berkshire Hathaway company, has been experiencing substantial growth since it started...and is anticipating even more growth to come! We are an internet-driven company that offers business insurance, such as workers' comp, liability, commercial auto and umbrella policies. We are looking for enthusiastic service professionals to join and grow with our team!
Job Responsibilities
The Client Services Representative will be responsible for, but not limited to:

  • Maintaining industry leading service standards
  • Provide knowledgeable answers to questions about product, pricing and availability
  • Timely entry of all inbound leads
  • Availability and dependability to multitask
  • Highly focused on a total team environment
Requirements
We are looking for candidates with the following qualifications:
  • Current P&C License preferred, but not required
  • Customer service experience
  • Auto Insurance experience preferred
  • Experience in the insurance industry
  • Excellent phone etiquette and excellent verbal, written, and interpersonal skills
  • Ability to multi-task, organize, and prioritize work
About Us
biBerk is where commercial insurance buyers can obtain coverage for their businesses from insurers of the Berkshire Hathaway group of Insurance Companies, one of the best capitalized insurance groups in the world. Our ultimate parent, Berkshire Hathaway Inc. (berkshirehathaway.com) is a holding company with diversified interests in a host of industries, including insurance, energy, transportation and manufacturing. Most policies issued through biBerk.com will be underwritten by Berkshire Hathaway Direct Insurance Company ("BHDIC"), which is an AM Best rated A++ insurer.
BHDIC is domiciled in Omaha, Nebraska. BHDIC and the team at biBerk are focused on helping small business owners quickly and easily buy affordable insurance directly from a financially strong insurance company they can trust.
BHDIC is excited to announce our comprehensive benefits package with some new and enhanced features for 2026 that include:
  • Medical (PPO/HDHP), vision, disability, and life insurance.
  • Enhanced dental plan with orthodontia coverage in addition to a standard plan.
  • Generous PTO plan for all benefit-time eligible employees.
  • Paid company holidays and 4 floating holidays.
  • Paid parental leave.
  • Employee Retirement Savings Plan/401(k) with company match and immediate vesting.
  • Education Assistance Program that offers 100% upfront tuition reimbursement after 6 months of service for approved degree programs.
  • Service Recognition Program that provides a monetary award to be used toward a vacation every 5 years of employment.
  • Wellness Initiatives that include Fitness Center and Weight Watchers Reimbursement programs.
  • Voluntary benefits that include accident, critical illness, and hospital indemnity.
  • Employee discount and rewards program on travel, tickets, electronics, home, and more.

In accordance with pay transparency laws and regulations, the following good faith starting compensation is being provided. The starting compensation for this position is $19.00 per hour plus commission and/or incentive pay potential. Final compensation will be based on candidate qualifications, geographic location, and other considerations permitted by law.

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