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Client Services Specialist: Move & Operations
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-03-01
Listing for:
Asset Strategies
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
A growing financial advisory firm in Omaha is seeking a detail-oriented Client Services Associate (CSA) to manage client transactions and support various operational functions. The CSA will ensure precise processing of cash movements while delivering excellent client service. Ideal candidates should have at least 2 years of experience in financial services, strong multitasking abilities, and a collaborative mindset. This position offers an opportunity to thrive in a fast-paced environment focused on service excellence.
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