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
Nebraska Licensed Client Service Associate in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.