Nebraska Licensed Client Service Associate
Job Summary
Providing comprehensive administrative and operational support, the full-time Nebraska Licensed Client Service Associate will serve as the primary client contact, manage account activities, and assist with onboarding and compliance in a remote environment.
Key responsibilities
- Serve as the primary point of contact for clients, addressing inquiries and educating them on account services
- Support onboarding of new clients by collecting documentation and ensuring compliant account setup
- Monitor and manage client account activity, including contributions, distributions, and performance reporting
Required qualifications
- 5+ years of experience in a client-facing role within a financial services or wealth management firm
- Active Series 7 and Series 66 licenses (or Series 63/65 combination)
- Strong understanding of financial products and services, including life insurance and annuity solutions
- Proficient in Microsoft Office and financial CRM software
- Bachelor's degree in finance, business, or accounting preferred
Complete Job Description
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