Client Associate

📋 Description

• Join our Omaha, NE branch to support Financial Professionals
• Provide professional client service and handle account-related tasks
• Assist in developing financial plans and client communications
• Manage multiple requests with accuracy and attention to detail
• Collaborate in a team environment and leverage new technology tools
• Adhere to branch, firm, and compliance policies

🎯 Requirements

• Strong client relationship and communication skills
• Ability to manage multiple priorities in a deadline-driven setting
• Detail-oriented with math aptitude
• License preference: SIE, Series 7, Series 66 (or 63/65); willingness to earn within 120 days
• High school graduate or equivalent; post-secondary education preferred
• Solid skills with Microsoft Word, Excel and Outlook

🎁 Benefits

• Competitive compensation with comprehensive benefits
• 401(k) and ESOP contributions
• Paid holidays, generous leave, and professional development
• Tuition reimbursement and insurance discounts
• Charitable gift-matching and community giving programs