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Financial Client Services Associate Jobs in Columbus, NE

Northwestern Mutual

Financial Advisor

Columbus, NE

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and ... Individuals are required to have a minimum of three years of service at Northwestern Mutual to ...

Northwestern Mutual

Financial Advisor

Columbus, NE · On-site

$61K - $250K/yr

... Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual ... Grow your client base by making new connections, maintaining a strong referral network, and ...

Northwestern Mutual

Financial Advisor

Columbus, NE · On-site

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and ... Individuals are required to have a minimum of three years of service at Northwestern Mutual to ...

Northwestern Mutual

Financial Advisor

Columbus, NE · On-site

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and ... Individuals are required to have a minimum of three years of service at Northwestern Mutual to ...

Northwestern Mutual

Financial Advisor

Columbus, NE · On-site

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and ... Individuals are required to have a minimum of three years of service at Northwestern Mutual to ...

Northwestern Mutual

Financial Advisor

Columbus, NE · On-site

$61K - $250K/yr

... · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual ... Grow your client base by making new connections, maintaining a strong referral network, and ...

Northwestern Mutual

Financial Advisor

Columbus, NE · On-site

$137K - $250K/yr

Grow your client base by making new connections, maintaining a strong referral network, and ... Individuals are required to have a minimum of three years of service at Northwestern Mutual to ...

Northwestern Mutual

Financial Advisor

Columbus, NE · On-site

$61 - $250/hr

... · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual ... Grow your client base by making new connections, maintaining a strong referral network, and ...

UNAVAILABLE

Financial Advisor

Columbus, NE · On-site

$61 - $250/hr

... Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual ... Grow your client base by making new connections, maintaining a strong referral network, and ...

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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Columbus, NE

Financial Client Services Associate information

See Columbus, NE salary details

$14

$32

$68

How much do financial client services associate jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for financial client services associate in Columbus, NE is $32.28, according to ZipRecruiter salary data. Most workers in this role earn between $20.87 and $34.71 per hour, depending on experience, location, and employer.

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.

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 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.

What cities near Columbus, NE are hiring for Financial Client Services Associate jobs?

Cities near Columbus, NE with the most Financial Client Services Associate job openings:

Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Columbus, NE as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $67,150 per year, or $32.3 per hour.

Work From Home - Part-Time Client Services Representative

AO Garcia Agency

Columbus, NE • Remote

Full-time

Posted 4 days ago

Job description

What could an extra $1,000-$2,000 each month do for your household? Qualified candidates are wanted for the chance to enter financial services on a part-time basis while working fully remotely. This means that you get all the earning potential of a trillion-dollar industry without having to give up the security of your current position. Pay off your house early, take the vacations your family deserves, or save for early retirement. 20 hours per week, from home, is all it takes to learn a new skill that could change everything?


Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to:
Converse virtually with clients, weaving financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends, fortifying your knowledge.
Work alongside a dynamic remote team, where collaboration is the heartbeat of success.

Perks Include:
Work virtually, from anywhere
Comprehensive training provided
A fun, energetic, and positive team environment
Rapid career growth and advancement opportunities
Weekly pay
Residual Income

Responsibilities:
Calling and receiving calls from clients
Scheduling appointments with clients who request our benefits
Presenting and explaining insurance products and benefits packages virtually
Completing applications for insurance products
Attending ongoing, optional training sessions

*All interviews will be conducted via Zoom video conferencing
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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