69 client services manager jobs at 34 companies in Omaha, NE
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Senior Client Services Consultant
Aurora or Bloomington or Brookfield or Omaha
$79k-$93k/yrHybridFull Time
MetLifeNYSE: MET: Global provider of insurance, annuities, and financial services.
5+ YOE5+ years insurance and client-facing account management experience; high school diploma or equivalent; proficiency with Microsoft Office, Microsoft Teams, and Webex; ability to travel up to 10%.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
3+ YOEHigh school diploma or GED required; 3+ years insurance underwriting/rating/billing or related agency experience; 1-2 years commercial lines customer service; able to maintain files, prepare renewals, and communicate with clients and carriers.
First National Bank of OmahaOTC Pink: FINN: Provides retail and commercial banking services across the Midwest.
1+ YOEBachelor's degree or equivalent experience, 1+ years in investment/financial services, strong attention to detail, communication, analytical and documentation skills; FINRA registrations and insurance licenses preferred; unrestricted US work authorization required.
Hauppauge or Cincinnati or Columbus or Greenwood Village or Omaha
$85k-$115k/yrOnsiteFull Time
Ultimus Fund Solutions: Provides fund administration services to the investment management industry.
6+ YOE1+ MgmtBachelor's degree, 6+ years client services experience in financial services, 1-2 years management experience, Series 6 or 7, knowledge of SEC/IRS/prospectus regulations, Microsoft Office Suite and Adobe Acrobat proficiency.
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
4+ YOEHS diploma, typically 4-6 years in financial services with wealth management/RIAs and broker-dealers operations; familiarity with account opening/maintenance, trading, ACATS, money movement, tax reporting; strong communication and problem-solving; Bachelor’s degree preferred; Axos Securities tech knowledge preferred.
Holmes Murphy: Provides insurance brokerage and risk management consulting services.
2+ YOE2+ years customer service, underwriting, or risk management in insurance; high school diploma required; active Property & Casualty license or ability to obtain within 3 months.
Heartland Business Systems: Delivers comprehensive IT solutions and technology consulting services.
5+ YOE5+ years in IT service/systems or network administration with managed services experience; associate degree or equivalent; multiple vendor certifications (e.g., CCNA, Network+, Server+, Microsoft O365/Azure); strong troubleshooting and client-facing skills.
Microsoft Windows, Mac OS, apple iOS, Android, Cisco IOS, IOS-XR, NX-OS, Nutanix, Azure Stack HCI, VMWare, Hyper-V, ConnectWise Manage, ConnectWise Automate, LogicMonitor, Veeam Backup, Meraki, Cisco ASA/FTD, Palo Alto, Fortinet
Tax Senior Manager, Private Client & Family Office Services
Denver or Anchorage or San Francisco or San Jose or San Diego or Walnut Creek or Seattle or Spokane or Los Angeles or Costa Mesa or Las Vegas or Salt Lake City or Phoenix or Cincinnati or Columbus or Cleveland or Nashville or Akron or Detroit or Grand Rapids or Kalamazoo or Pittsburgh or Austin or Dallas or Houston or Fort Worth or San Antonio or Tulsa or Chicago or Indianapolis or Madison or Milwaukee or Minneapolis or Oak Brook or Potomac or Omaha or Rosemont or Fort Lauderdale or Jacksonville or Miami or Orlando or Tampa or West Palm Beach or Baltimore or Columbia or McLean or Washington or Cherry Hill or Philadelphia or Wilmington or Woodbridge or Boston or Stamford or New York or Atlanta or Charlotte or Greenville or Norfolk or Raleigh or Richmond or Boulder or Troy or Melville
$120k-$225k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
8+ YOE4+ Mgmt8+ years accounting experience with a Bachelor’s (or 10+ years with HS), 4+ years supervisory experience, consultative tax/advisory skills, CPA preferred, Microsoft Office proficiency, experience with accounting platforms and BDODrive, ability to travel ~25%.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, QuickBooks Online (QBO), Microsoft NAV, Bill.com, SEI Archway, Qvinchi, BDODrive, CRM
Client Support Specialist I, Bankruptcy and Foreclosure
Jacksonville or Omaha or Provo
OnsiteFull Time
Intercontinental ExchangeNYSE: ICE: Operates global financial exchanges, clearing houses, and mortgage technology.
2+ YOE2 years mortgage servicing or technical support experience; competency in software troubleshooting, case documentation, customer service, time management, and problem-solving.
FiservNew York Stock Exchange: FI: Provides financial technology and payment processing services to institutions.
6+ YOE6+ years in account/service/client operations, bachelor’s degree or equivalent, strong written/verbal communication, Microsoft Office (Excel, PowerPoint, Outlook, Word) proficiency, ability to support incident response and coordinate cross-functional stakeholders.
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Word, STAR
Siena Francis House: Provides emergency shelter, meals, and addiction recovery services.
Provides assessment, service planning, advocacy, and ongoing case management for shelter clients; requires bachelor's degree in social work/sociology/psychology or equivalent experience, strong communication, and knowledge of homelessness-related issues.
Windows, Microsoft Word, Microsoft Excel, Microsoft Publisher
Marsden Services: Provides commercial janitorial, security, and facility maintenance services.
2+ YOE2+ MgmtMinimum 2 years management experience leading frontline service employees across multiple sites; high school diploma/GED; valid driver’s license and proof of insurance; prior janitorial or facility services experience preferred; client-facing and P&L experience a plus.
SodexoEuronext Paris: SW: Global provider of integrated food and facilities management services.
5+ YOE5+ MgmtBachelor's degree or equivalent experience, 5+ years management and functional experience, multi-site leadership, financial and operational acumen, talent development and client partnership skills.
SodexoEuronext Paris: SW: Provides food service and facilities management solutions.
1+ MgmtSupervisory experience with at least 1 year management, culinary production and safety/sanitation expertise, ability to oversee day-to-day operations, meet financial targets, develop client relationships, and manage multiple priorities.
The Salvation Army: International charity providing social services and disaster relief.
2+ YOEProvide case management for emergency assistance; conduct client interviews, maintain records in SIMS, coordinate community resources; HS diploma and 2 years case work experience required; valid driver’s license and ability to lift >50 lbs; intermediate Microsoft Word and Excel.
Superior Insurance Partners: Acquires and manages a platform of independent insurance agencies.
2+ YOE2+ years in commercial lines client services; 2+ years with Agency Management Systems (Applied Epic preferred); Property & Casualty license; operations management experience; strong leadership and communication.