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Client coordinator Jobs in Omaha, NE

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Client coordinator • omaha ne

Last updated: 1 day ago
  • Promoted
Client Advocate

Client Advocate

Avior Wealth Management LLCOmaha, NE, US
Full-time
At Avior, we believe in more than just managing wealth; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpose. Our organizational culture is the h...Show moreLast updated: 28 days ago
  • Promoted
Client Solutions Manager

Client Solutions Manager

Slice Merchant ServicesCouncil Bluffs, IA, US
Full-time
Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience. Slice Merchant Services offers innovative payment processing solutions...Show moreLast updated: 15 days ago
  • Promoted
NetSuite Client Director

NetSuite Client Director

Spaulding RidgeOmaha, NE, US
Full-time
Spaulding Ridge is an advisory and IT implementation firm.We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue ...Show moreLast updated: 3 days ago
  • Promoted
Client Manager - Healthcare

Client Manager - Healthcare

Alliance Medical StaffingOmaha, NE, US
Full-time +1
At Alliance Medical Staffing, we're people who serve, helping people who serve.No matter how you look at it, there's a whole lot of serving going on in our world and that's just the way we like it....Show moreLast updated: 9 days ago
  • Promoted
Client Experience Manager

Client Experience Manager

RetireSMART LLCOmaha, NE, United States
Full-time
Join our Dynamic Team as Client Experience Manager!.Are you passionate about delivering an outstanding client experience and leading a team in a collaborative, fast-paced environment? Do you excel ...Show moreLast updated: 1 day ago
  • Promoted
Client Care Coordinator

Client Care Coordinator

Paul Davis RestorationOmaha, NE, US
Full-time
Do you want to make an impact in your community in a diverse and inclusive company, working in a dynamic and growing industry, while supporting your personal and professional journey in your career...Show moreLast updated: 30+ days ago
  • Promoted
Client Care Coordinator

Client Care Coordinator

Nala CareOmaha, NE, US
Full-time
Job Description : Client Care Coordinator.Director of Operations or Program Manager.Office-based with community coordination (as needed). Medicaid, waiver, and private-pay requirements.The Client Car...Show moreLast updated: 6 days ago
  • Promoted
Client Success Coordinator

Client Success Coordinator

VirtualVocationsOmaha, Nebraska, United States
Full-time
A company is looking for a Client Success Coordinator (Remote).Key Responsibilities Respond to prospective clients via phone, text, email, and chat Guide agents through the application and docum...Show moreLast updated: 23 days ago
Client Service Coordinator - 000248

Client Service Coordinator - 000248

Banfield Pet HospitalOak View NE
Full-time +1
If you are a current associate, you will need to apply through our internal career site.Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator SU...Show moreLast updated: 30+ days ago
Client Relations

Client Relations

Jet Linx AviationOmaha, NE, United States
Full-time
The Client Relations is responsible for the delivery of timely and accurate information to clients and delivery of Jet Linx Standards. The Client Relations is the onsite base representative responsi...Show moreLast updated: 7 days ago
Client Coordinator

Client Coordinator

Maxim Healthcare ServicesOmaha, NE, US
Full-time
Make a Meaningful Impact Every Day.Maxim Healthcare is seeking a proactive and organized.This role is perfect for someone who thrives in a fast-paced environment and enjoys building relationships w...Show moreLast updated: 30+ days ago
Client Experience & Journey Coordinator / Remote

Client Experience & Journey Coordinator / Remote

Effortless travel solutions ETSOmaha, Nebraska, United States
Remote
Full-time
We are seeking detail-oriented and customer-focused individuals to join our team as.In this role, you will support clients throughout the travel planning process by providing information, coordinat...Show moreLast updated: 10 days ago
  • Promoted
Client Experience Coordinator & Executive Support

Client Experience Coordinator & Executive Support

Dryer Vent Superheroes of MilwaukeeOmaha, NE, United States
Full-time +1
Client Experience Coordinator & Executive Support.OiCS (Omaha Inbound Call Services) is a growing in-person call center providing professional support for businesses in the home services industry.W...Show moreLast updated: 1 day ago
Client Service Representative

Client Service Representative

OsaicLa Vista, NE, United States
Full-time
Current Employees and Contractors Apply HereOsaic Careers.Customer Service Opportunity in Financial Services.Client Services Representative. Atlanta : 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA ...Show moreLast updated: 3 days ago
  • Promoted
Client Engagement

Client Engagement

Nebraska StaffingOmaha, NE, US
Full-time
In this dynamic role, you will be a vital member of the Customer Service team, handling a range of inquiries from clients and supporting outside sales representatives with their daily activities.Yo...Show moreLast updated: 24 days ago
  • Promoted
Client Engagement

Client Engagement

Aston CarterOmaha, NE, US
Full-time
Job Title : Client Engagement Specialist.In this dynamic role, you will be a vital member of the Customer Service team, handling a range of inquiries from clients and supporting outside sales repres...Show moreLast updated: 30+ days ago
  • Promoted
Client Support Representative

Client Support Representative

American National BankCouncil Bluffs, IA, US
Full-time
The Client Support Representative is responsible for providing excellent customer assistance regarding all aspects of the customer's account(s). They will identify and pursue sales opportunities wit...Show moreLast updated: 2 days ago
  • Promoted
Client Success Manager

Client Success Manager

ALFF CONSTRUCTION LLCOmaha, NE, US
Full-time
Omaha, NE (on site) 6816 S 118th St Omaha, NE 68137.Founded in 1996, AlffCo is a leading facility and property maintenance provider. We deliver a wide range of services across the commercial facilit...Show moreLast updated: 16 days ago
  • Promoted
Client Experience Manager

Client Experience Manager

Retire SMART Holdings, Inc.Omaha, NE, US
Full-time
Join our Dynamic Team as Client Experience Manager!.Are you passionate about delivering an outstanding client experience and leading a team in a collaborative, fast-paced environment? Do you excel ...Show moreLast updated: 30+ days ago
People also ask
Client Advocate

Client Advocate

Avior Wealth Management LLCOmaha, NE, US
28 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

About Us

At Avior, we believe in more than just managing wealth; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpose. Our organizational culture is the heartbeat of our success, rooted in core values that shape every aspect of our work environment.

Avior Core Values

We believe that the core foundation of our culture is a key driver to our success. It is very important that we share common values with our team. We strive to hire teammates who resonate with our core values :

  • It’sNot Me,It’sWe -We believe working together as a team, we are able toleverageour collective strengths, drive innovation, and achieve greater success than we could on our own.
  • We Lead Through Service -We're committed to serving others with humility, generosity, and compassion. This means actively listening, continuously learning, and adapting to meet the needs of those we serve. By prioritizing humility in our service, we aim to make a positive impactinthe lives of others and create positive change in our organization and communities.
  • We Pursue Excellence -We believe that success is not just a matter of talent, but also of perseverance, dedication, and commitment. In the face of challenges or opportunities, we know that our commitment to hard work and loyalty will help us achieve our goals and make a positive impact on the world around us.
  • We Shape the Future -We believe in the transformative power of imagination, creativity, and innovation to drive progress and shape the future. By sharing our knowledge and experience with one another, we foster a culture of innovation and leadership that leaves a lasting impact and reflects our shared vision and values.

Position Overview

The Client Advocate is a proactive and detail-oriented front-line support associate providing essential support to a pool of financial advisors and tax preparers. You will be responsible for assisting with client-facing issues, preparing materials for client meetings, and ensuring the smooth operation of day-to-day tasks. This role is pivotal in enhancing the client experience by resolving complex financial matters and helping to deliver superior client service.

Key Responsibilities

  • Advisor support : Assist financial advisors and tax professionals by preparing reports, presentations, and other materials for client meetings. Ensure that all relevant documentation is ready and accurate.
  • Client Interaction : Serve as a key contact for clients, helping to resolve their inquiries and ensuring a high level of service, especially when dealing with complex financial products or service issues.
  • Issue Resolution : Act as a problem-solver, working closely with business partners to address and resolve client concerns related to financial services, account maintenance, and other matters.
  • Task Management : Stay up to date on firm procedures, making sure key tasks are scheduled, tracked, and followed up on, ensuring deadlines are met.
  • Planning Support : Aid in the preparation of financial plans, tax documents and other related items as needed by gathering data, preparing materials, and ensuring all information is accurate and up to date for client sessions.
  • Compliance and Procedures : Ensure that all actions align with internal policies, industry regulations, and best practices.
  • Administrative Duties : Handle day-to-day operational tasks such as scheduling meetings, answering client calls, and maintaining organized records.
  • Qualifications

  • A bachelor’s degree in finance, business, or related field is preferred.
  • 1-3 years of experience in the financial services industry.
  • Strong interpersonal and communication skills with the ability to effectively interact with clients and colleagues.
  • Detail-oriented with excellent organizational and time management skills.
  • Ability to manage multiple priorities in a deadline-driven environment.
  • Proficiency in Microsoft Office suite (Word, Excel, Outlook)
  • Strong problem-solving skills.
  • Ability to multitask and prioritize tasks in a fast-paced environment.
  • Strong technical aptitude to facilitate daily work and ability to learn required software applications quickly.
  • Series 65 certification is a plus.
  • Your Well-Being Matters

    In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being :

  • 401k and 401k Matching :  Plan for your future with our retirement savings options.
  • Dental Insurance :  Support your oral health with coverage for a range of dental services.
  • Vision Insurance :  Ensure clear sight on your path to success with our vision coverage.
  • Health Insurance :  Take care of your physical well-being with our health insurance offerings.
  • Health Savings Account (HSA) :  Manage healthcare costs and save for the future with our HSA option.
  • Life Insurance :  Provide financial security for your loved ones with our life insurance benefits.
  • Disability Insurance :   Safeguard your financial future in the face of the unexpected.
  • Employee Assistance Program (EAP) :  Access resources and support for personal and professional challenges.
  • Responsible Paid Time Off :  We recognize the importance of work-life balance, and our flexible vacation policy reflects our commitment to your overall happiness.
  • Work Environment

  • Full-time
  • In-office with work from home flexibility one preset day per week
  • Monday – Friday 8 : 00 am – 4 : 30 pm