Senior Client Service Associate

Senior Client Service Associate Omaha, NE Full-time On-site We're looking for a Senior Client Service Associate to join a fast-growing, high-performing wealth management advisory team in Omaha, Nebraska. This is a full-time, on-site opportunity for someone ready to do more than traditional administrative support we want a proactive partner who takes ownership, improves workflows, and helps elevate the client experience at every touchpoint. What you'll do Serve as the primary point of contact for clients delivering a high-touch, consistent, and professional experience Partner closely with financial planners before and after client meetings to ensure seamless follow-through Own new account paperwork, ACH, RMDs, scheduling, and client communications Manage and optimize CRM workflows in Salesforce and portfolio reporting in Black Diamond Identify and implement process improvements that scale capacity and enhance the client experience Support client portal rollouts and fintech implementation across the team What we're looking for 3+ years of experience serving wealth management clients in an RIA, bank, or brokerage setting Series 63, Series 7, or Series 65 required Bachelor's degree required Schwab experience a strong plus Proficiency in Salesforce, Black Diamond, Orion/Right Capital, Holistiplan, Calendly, and the Microsoft Office suite Exceptional attention to detail, strong communicator, and a self-starter who sees projects through Comfortable in a fast-paced, evolving environment energized by growth, not slowed by change Why this role Be a meaningful contributor to a team with strong leadership and a clear growth vision Long-term career path with increasing responsibility and leadership opportunities Client-centric culture built on quality, integrity, and sustainable growth