Lead Client Services Associate

We are always looking for people with character and integrity to join our team. We offer comprehensive mentorship and financial service training to the right candidates. If you are eager to help people achieve their life’s goals, passionate about your community, and want to work at a company with a strong, healthy work culture, we want to meet you.

Recognized as a Top Workplace for the last three consecutive years, Sage Spring Wealth Partners operates as a family. With over 40 wealth teams covering five states, our client-focused approach continues to help drive our growth across the country. We build our relationships through trust and with the heart of a teacher. We partner with clients in pursuit of financial independence and planning for the future.

We are redefining how to build, grow, enjoy, and transition a world-class financial planning practice.

We remove obstacles for financial advising teams and coach them to be excellent servant leaders and team builders who lead lives of significance.

We coach humble, hungry, and smart entrepreneurs through the entire lifecycle of their financial planning businesses

Includes Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.

Join and grow in the #1 rated culture for mid-sized employers in Nashville (NBJ 2021) where you’ll actually look forward to Monday.

Our leadership embodies the definition of servant leaders and inspires an energetic, positive, fun, and highly supportive work environment in which our teams can flourish.

You will build some genuinely special relationships and bonds with our teamand partners.

Our motto is “Humble. Hungry. Smart.” and that’s exemplified from the top down.

Let us help you transform your career goals and educational accomplishments into opportunities and successes.

We’re passionate about supporting our community. Each office chooses a charity or cause to champion.

Position:Lead Client Services Associate

Location: Omaha, NE

Job :363-Atchison WT

# of Openings:1

JOB SUMMARY: The Lead Client Services position assists the Financial Advisor with various administrative tasks and provides clients with quality service. This position interacts daily on the phone and in person with prospective and existing clients, including handling basic inquiries. The Lead CSA will also support the growth and development of fellow Client Services Associates on the team. This position will have routine contact with internal and external customers required to obtain, clarify or provide facts and information while sustaining a professional image.

This in-office role provides excellent support to team members and clients while demonstrating the company values and supporting the mission.

JOB DUTIES AND RESPONSIBILITIES:

• Interact daily on the phone and in person with prospective and existing clients including handling basic inquiries
• Create and maintain records and files, including opening and closing all accounts and assisting with account maintenance
• Oversee training, development, and oversight of the Client Services Associates
• Support the Director of Operations to ensure consistency and review performance of Client Services Associates
• Maintain databases and create reports using the Client Relationship Management platform
• Transcribe and prepare correspondence
• Request compliance approval for bulk client communications
• Receive cross-training and assist with other operational functions as required
• Execute and assist with trades, annuities, cashiering, and money movements
• Generate reports for Advisor and Team
• Regular and timely attendance is required
• Generate birthday card reports and prepare cards for…