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Customer advocate Jobs in Omaha, NE

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Customer advocate • omaha ne

Last updated: 12 hours ago
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: 11 days ago
Customer Service

Customer Service

LowesCouncil Bluffs, IA, United States
Full-time
Job Title : Customer Service Representative.As a Customer Service Representative at Lowe’s, you will be responsible for providing exceptional customer service by assisting customers with inquiries, ...Show moreLast updated: 30+ days ago
Customer Service Advocate

Customer Service Advocate

VirtualVocationsOmaha, Nebraska, United States
Full-time
A company is looking for a Customer Service Advocate II (Remote).Key Responsibilities Answer inquiries from members, providers, and brokers regarding product information, benefits, claims, eligib...Show moreLast updated: 2 days ago
  • Promoted
  • New!
Youth Advocate - Crisis Stabilization

Youth Advocate - Crisis Stabilization

OHB Omaha Home for BoysOmaha, NE, US
Full-time
Youth Advocate - Crisis Stabilization.Are you someone who cares deeply about helping young people succeed?.Do you enjoy advocating for others and guiding them toward a brighter future?.If you're lo...Show moreLast updated: 12 hours ago
Customer Service Delivery Advocate

Customer Service Delivery Advocate

CarvanaBellevue, NE, US
Full-time
We're looking for Customer Advocates with at least 2 years of customer-facing experience to build an exciting career at Carvana - the fastest-growing used automotive retailer in U.Whether it...Show moreLast updated: 30+ days ago
Customer Service

Customer Service

Hy-Vee Food StoresOmaha, NE, United States
Full-time
Additional Considerations (if any) : .At Hy-Vee our people are our strength.We promise “a helpful smile in every aisle” and those smiles can only come from a workforce that is fully engaged and commi...Show moreLast updated: 9 days ago
Independent Living Donor Advocate

Independent Living Donor Advocate

Nebraska MedicineOmaha, NE
Full-time
Serious Medicine is what we do.Being extraordinary is who we are.Every colleague plays a key role in upholding this promise to our patients and their families. First Shift (United States of America)...Show moreLast updated: 4 days ago
  • Promoted
Tribal Law Attorney Sovereignty & Policy Advocate

Tribal Law Attorney Sovereignty & Policy Advocate

Cedar Tree Native LawOmaha, NE, United States
Full-time
A dedicated law firm in Omaha, NE is looking for an experienced Attorney specializing in tribal law.The role involves conducting legal research, drafting various legal documents, and providing lega...Show moreLast updated: 3 days ago
  • Promoted
Customer Service

Customer Service

Morphius CorpOmaha, NE, US
Full-time
We are a rapidly growing company that has more clients than we can see.We understand that it is a good problem to have, but we need more qualified people that will help us keep up with our growth.W...Show moreLast updated: 15 days ago
Residential Youth Advocate

Residential Youth Advocate

Boys TownPrimary Location : Omaha, Nebraska
Full-time +1
Provides direct care for at-risk youth in a safe and caring family style living environment.This position guides and teaches youth on appropriate skills and behaviors and provides youth with moral,...Show moreLast updated: 30+ days ago
Youth Advocate - Crisis Stabilization

Youth Advocate - Crisis Stabilization

OHB – Omaha Home for BoysOmaha, Nebraska, United States, 68104
Full-time
Youth Advocate - Crisis Stabilization.Are you someone who cares deeply about helping young people succeed?.Do you enjoy advocating for others and guiding them toward a brighter future?.If you're lo...Show moreLast updated: 9 days ago
  • Promoted
Customer Service

Customer Service

Hy-VeeOmaha, NE, US
Full-time
At Hy-Vee our people are our strength.We promise "a helpful smile in every aisle" and those smiles can only come from a workforce that is fully engaged and committed to supporting our customers and...Show moreLast updated: 10 days ago
Brand Advocate

Brand Advocate

CellairisOmaha, Nebraska
Full-time
Ability to turn objections into leads.Required Attitude / Personality : .Drive and Urgency : Has tremendous energy and initiative to drive customers to the store and generate sales.Able to memorize scri...Show moreLast updated: 30+ days ago
Customer Representative

Customer Representative

Inspired DBTOmaha, NE, United States
Full-time
About the job Customer Representative.About the job Travel customer representative.As a Travel Customer Representative, you will play a key role in supporting our clients throughout their travel jo...Show moreLast updated: 1 day ago
Customer Representative

Customer Representative

InspiredOmaha, Nebraska, United States
Full-time
About the job Travel customer representative.As a Travel Customer Representative, you will play a key role in supporting our clients throughout their travel journey from the moment they book to the...Show moreLast updated: 15 days ago
Patient Financial Advocate

Patient Financial Advocate

First Source LLCElkhorn, NE, United States
Full-time
Location : ONSITE at a Medical Facility in Elkhorn, NE.Hours : Monday - Friday 8 : 00am-5pm.Join our team and make a difference!. The Patient Financial Advocate is responsible for screening patients on-...Show moreLast updated: 30+ days ago
Youth Advocate - Residential Overnight

Youth Advocate - Residential Overnight

OHB - Omaha Home for BoysOmaha, NE, US
Full-time
Youth Advocate - Residential Overnight.Are you someone who cares deeply about helping young people succeed?.Do you enjoy advocating for others and guiding them toward a brighter future?.If you'...Show moreLast updated: 9 days ago
  • Promoted
Guest Advocate (Cashier or Front of Store Attendant / Cart Attendant) (T0530)

Guest Advocate (Cashier or Front of Store Attendant / Cart Attendant) (T0530)

Nebraska StaffingOmaha, NE, US
Full-time
Guest Advocate / h2pStarting hourly rate : $15.Working at Target means helping all families discover the joy of everyday life. Advocates of guest experience who welcome, thank, and exceed guest service...Show moreLast updated: 15 days ago
  • Promoted
Guest Advocate (Cashier or Front of Store Attendant / Cart Attendant) (T2454)

Guest Advocate (Cashier or Front of Store Attendant / Cart Attendant) (T2454)

TargetCouncil Bluffs, IA, US
Full-time
Working at Target means helping all families discover the joy of everyday life.We bring that vision to life through our values and culture. Advocates of guest experience who welcome, thank, and exce...Show moreLast updated: 9 days ago
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Client Advocate

Client Advocate

Avior Wealth Management LLCOmaha, NE, US
11 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