Client Associate jobs in Bellevue, NE
Recently Added Client Associate jobs
Client Service Associate
- tsbankinggroup
-
Omaha, NE
FULL_TIME
-
Job Description:
Callahan Financial Planning is seeking to hire a Client Service Associate. This position will work in a high-quality service environment within the financial services industry. They will be responsible for a wide variety of client processes and communications while having awareness of operational processes to achieve the client’s needs. Must have a basic understanding of finance, investments, and investment products.
Preferred education and/or experience includes: 2 years' experience interacting with clients in a high-quality service environment is required. 1 year or more of experience in personal financial planning, wealth management, tax preparation or banking is preferred. Bachelor's degree or greater is preferred, but not required for applicants with sufficient relevant experience to the position.
Location: Omaha, NE
- 17 Days Ago
Client Service Associate
- Callahan Financial Planning
-
Omaha, NE
FULL_TIME
- Job Description: Callahan Financial Planning is seeking to hire a Client Service Associate. This position will work in a high-quality service environment within the financial services industry. They w...
- 19 Days Ago
Client Service Associate
- Jackson Hewitt - 2540
-
Omaha, NE
PART_TIME
- We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no ...
- Just Posted
Registered Client Service Associate
- Continuum Advantage LLC
-
Omaha, NE
FULL_TIME
- Our client, Herzberg Olsen Wealth Management, is looking to add a Registered Client Service Associate (CSA) to their team in Omaha, NE! The Registered CSA is an empowering, customer service orientated...
- 1 Month Ago
Client Experience Associate
- Hand & Stone - Omaha
-
Omaha, NE
FULL_TIME
- At Hand and Stone, it's nice to be kneaded!Hand and Stone Massage and Facial Spa in Omaha is seeking Client Experience Associates. You are a critical link in ensuring that our customers' experience in...
- 2 Months Ago
Front End Developer
- Client Server Software Solutions
-
Offutt AFB, NE
FULL_TIME
- Job Description and Tasks: Provide A&AS support with aspects of Knowledge Management (KM)/web development and best practices for information sharing to support day-to-day operations, crises and exerci...
- 17 Days Ago
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0 Client Associate jobs found in Bellevue, NE area
Account Representative I
- Guidant Financial
-
Papillion, NE
- This is a fully and permanently remote work from home opportunity with a growing and stable company available in select ...
- 4/25/2024 12:00:00 AM
Retail Customer Service Specialist- Bilingual (English & Spanish)
- Sherwin-Williams
-
Omaha, NE
- Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their que...
- 4/25/2024 12:00:00 AM
Customer Service Representative
- The Reserves Network, Inc.
-
Omaha, NE
- Job Description Job Description When you step into the role of the customer service representative with this Omaha based...
- 4/24/2024 12:00:00 AM
Virtual Call Center Customer Experience Associate
- Cox Enterprises, Inc
-
Omaha, NE
- **Virtual Call Center Customer Experience Associate** **Primary Location:** 11505 W Dodge Rd , Omaha , NE , US **Virtual...
- 4/23/2024 12:00:00 AM
Customer Advocate
- ImageFIRST Healthcare Laundry Specialists
-
Omaha, NE
- Overview: Founded in 1967, ImageFIRST is the largest and only national linen rental and laundry service specializing in ...
- 4/22/2024 12:00:00 AM
WARRANTY ADMINISTRATOR
- H&H Automotive
-
Omaha, NE
- Pay is $50,000 to $60,000 with Admin Experience Job Overview - How You'll Contribute: The Warranty Administrator is resp...
- 4/22/2024 12:00:00 AM
Director of Client Services
- Point C
-
Omaha, NE
- Point C is hiring a Director of Client Services/Market Leader to join their team on a full-time basis in Omaha, NE. This...
- 4/21/2024 12:00:00 AM
Retail Customer Service Specialist- Bilingual (English & Spanish)
- Sherwin-Williams
-
Omaha, NE
- Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their que...
- 1/31/2024 12:00:00 AM
About Bellevue, Nebraska
Bellevue (French for "beautiful view") is a city in Sarpy County, Nebraska, United States and a southern suburb of Omaha. The population was 50,137 at the 2010 census. Bellevue is part of the Omaha-Council Bluffs metropolitan area. Originally settled in the 1830s, Bellevue was incorporated in 1855 and is the oldest continuous town in Nebraska. The Nebraska State Legislature has credited the town as being the second oldest settlement in Nebraska. It was once the seat of government in Nebraska.
Bellevue is located at an elevation of 1159 ft (353 m). According to the United States Census Bureau...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$50,430 to $66,122
Bellevue, Nebraska area prices
were up 0.8% from a year ago
were up 0.8% from a year ago
What does a Client Associate do?
Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023