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Institutional Advisory Support Specialist – Client Services

Job in La Vista, Sarpy County, Nebraska, 68128, USA
Listing for: Advisor Group
Full Time position
Listed on 2026-03-05
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in La Vista seeks a Client Service Specialist to support advisory accounts. The candidate should have a customer service orientation with over 2 years of experience in financial services operations. Responsibilities include providing exceptional advisor support, managing inquiries, and maintaining strong working relationships. Proficiency in Microsoft Office and CRM systems is required. This full-time role offers a salary range of $40, plus performance bonuses.
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