Client Services Representative

• Serve as the primary point of contact for clients, responding to inquiries, resolving issues, and educating clients on account services and online capabilities
• Support onboarding of new clients by collecting required documentation and facilitating accurate, compliant account setup
• Prepare and process account opening, maintenance, and transfer documentation in accordance with firm policies and regulatory requirements
• Monitor and manage client account activity, including contributions, distributions, trading support, annuity servicing, insurance-related requests, and performance reporting
• Maintain accurate, organized, and up-to-date client records within the firm’s CRM and document management systems
• Coordinate with custodians, insurance carriers, service providers, and internal teams to fulfill client requests and resolve operational issues
• Assist financial advisors with administrative and operational support, reporting, client communications, and initiatives to enhance client engagement and operational efficiency

Client Services Representative jobs in Nebraska

Senior Registered Client Service Associate