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Financial Client Services Associate Jobs in Columbus, NE

Moravec Financial Advisors, Inc.

Be Seen First

Investment Client Service Associate

David City, NE · On-site

$85K - $100K/yr

  • Medical

  • Retirement

  • PTO

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 ...

Northwestern Mutual

Financial Advisor

Columbus, NE

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... 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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... · 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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

Thrivent Financial

Administrative Assistant

Columbus, NE · On-site

$18 - $20/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Support Associate (PSA), which may include licensing and specialized knowledge of financial ... Serve as a client concierge during events and ensure a seamless experience. Service Support ...

Frontier Cooperative Company

Customer Service Associate

Columbus, NE · On-site

$14.75 - $20.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... services. But what sets us apart is how we do it: with integrity, with quality, and with a deep ... health, finances, and future. * Paycheck for life: Cooperative pension plan, plus 401(k) with ...

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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 Aug 16, 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.

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 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, 74% Full Time, 20% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $67,150 per year, or $32.3 per hour.

Investment Client Service Associate

Moravec Financial Advisors, Inc.

David City, NE • On-site

$85K - $100K/yr

Full-time

Medical, Retirement, PTO

Posted 15 days ago

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Job description

We are seeking a full-time Investment Client Service Assistant to join our team! The ideal candidate for this role is someone who is professional, organized, provides excellent customer service, and has strong follow through.

Key Responsibilities

  • Account Management: Open new client accounts, handle transfers, and update client profile information.
  • Client Support: Answer phone and email questions about account balances, statements, and transactions.
  • Trade Processing: Assist portfolio managers with trade entry, settlement tracking, and cash management.
  • Reporting: Print performance reports and portfolio reviews for client meetings.
  • Compliance: Ensure all account actions follow firm rules and federal laws.

Qualifications and Skills

  • Experience: 1 to 3 years in finance, banking, or customer service.
  • Education: Bachelor’s degree in finance, business, or a related field.
  • Skills: Strong communication, attention to detail, and proficiency in Microsoft Office (Outlook, Word, Excel) and learning financial software.
  • Knowledge: Basic understanding of stocks, bonds, and mutual funds.
  • Dependable, trustworthy, and able to handle confidential information with discretion.
  • Professional appearance and positive attitude

Benefits/Pay

Our benefits include PTO, company 401k match, and flexible summer hours.

The annual pay range is between $85,000 - $100,000 depending upon experience.

Company Description

Moravec Financial Advisors, Inc. in David City Nebraska is a financial planning and wealth management firm that specializes in helping individuals prepare for and transition into retirement. Our financial advisors have a custom process for helping you build, manage, protect, and transition your wealth. Our mission is to assist clients in the management of their financial resources to secure their wealth and the wealth of their families.

Our staff of professionals believes that the best way we can serve our clients is to maintain a very high level of skill and technical knowledge. We take the time to fully understand each client’s financial situation so we can create a plan that is custom tailored to meet those individual needs in order to provide financial confidence.