Sr. Client Service Associate

First National Bank of Omaha

Minneapolis, MN, United States
On-site
Client account management
Processing orders and inquiries
Maintaining client records
The Sr. Client Service Associate role at First National Bank of Omaha in Minneapolis is designed for individuals early in their financial careers, focusing on developing sales skills within a supportive environment. Candidates will assist brokers with client accounts, administrative tasks, and trade execution while adhering to compliance regulations

Job Summary

  • Assist brokers in managing client accounts, including processing orders, responding to client inquiries, and providing general account support.
  • Hone your ability to effectively communicate and build relationships by calling on warm leads provided by other brokers, allowing you to practice and enhance your sales techniques in a supportive environment.
  • We offer a variety of benefits designed to keep you and your family physically and financially healthy, including Medical, Dental, Vision Insurance and 401k with matching contributions.

Matching Summary

Match Score: 75

The Sr. Client Service Associate role at First National Bank of Omaha in Minneapolis is designed for individuals early in their financial careers, focusing on developing sales skills within a supportive environment. Candidates will assist brokers with client accounts, administrative tasks, and trade execution while adhering to compliance regulations.

Skills & Requirements

Must-have

  • Client account management
  • Processing orders and inquiries
  • Maintaining client records
  • Preparing reports and documentation
  • Assisting with client paperwork
  • Trade execution support
  • Adhering to industry regulations

Nice-to-have

  • Anticipating needs in fast-paced environment
  • Proactive, solutions-oriented mindset
  • Building relationships with clients
  • Eagerness to learn and grow
  • Taking direction and applying feedback

Key Requirements

  • 1-2 years financial services experience
  • Pursuit of FINRA licenses (Series 7, Series 66)
  • Unrestricted work authorization

Work Rights

Must have unrestricted work authorization

Tailored Resume

Cover Letter