Client Service Associate Jobs in Nebraska

Position Overview
We are looking for a friendly, organized, and proactive professional to support the daily operations of our wealth management firm. This role blends three key areas: reception and client service, marketing and event coordination, and office management. If you enjoy helping people, keeping an office running smoothly, and supporting marketing and event efforts that enhance the client experience, this position offers a dynamic and meaningful opportunity.

Essential Job Duties

• Serve as a point of contact for clients by phone, in person, and via virtual chat.
• Answer and route incoming calls with professionalism and accuracy.
• Schedule client meetings, reviews, and follow‑ups.
• Maintain and update client information in the CRM.
• Document client conversations and requests clearly and efficiently.
• Coordinate with advisors and team members to ensure clients reach the right person.
• Support daily office operations, including general closing duties.
• Keep the reception and lobby area organized and welcoming.
• Assist with weekly, monthly, quarterly, and annual marketing emails using the firm’s third‑party vendor.
• Help prepare and distribute monthly newsletters.
• Ensure website content is accurate and up to date.
• Maintain marketing calendars and track deadlines.
• Support compliance submissions for marketing materials.
• Assist with light social media or digital updates as needed (administrative tasks only).
• Assist with planning and coordination of company, client, and employee events and occasions.
• All other duties as assigned.

Qualifications & Skills

• High school diploma or equivalent, required.
• Bachelor’s degree in business, marketing, communications, or related field, preferred.
• 2 years of experience in customer service, sales, marketing, or administrative support in the financial services industry (investments, wealth management, life insurance, banking, etc.).
• Strong interpersonal skills with ability to build trust and long-term relationships.
• Exceptional organizational skills with keen attention to detail.
• Excellent follow-up skills with a proactive approach to tasks and responsibilities.
• Demonstrates initiative, identifying areas for improvement and taking steps to address areas effectively.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams) and other office tools.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.

FP Wealth Management is an Equal Opportunity Employer.

Pay: From $22.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Employee discount
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance

Work Location: In person