3 client accounting services associate jobs at 3 companies in Valley, NE
3w
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Wealth Management Client Associate
Omaha, Nebraska, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, deepen client relationships, and follow bank policies; strong computer and communication skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Associate Financial Advisor
Lincoln, Nebraska, United States
$62k-$67k/yr OnsiteFull Time
3+ YOEBachelor's degree, equivalent experience, or relevant financial services, sales, or relationship-building background; sales or client management experience; strong communication; willingness to obtain required licenses.
MoneyGuide, Salesforce
1mo
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Revenue Specialist
Omaha, Nebraska, United States
OnsiteFull Time
2+ YOE2+ years accounts receivable/revenue cycle or billing experience; Associate's in accounting/finance/business preferred; strong Excel and Office skills; attention to detail and client-service orientation.
Microsoft Excel, Microsoft Office