Senior Remote Client Services Lead Financial Advisory
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-10-19
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Finance & Banking
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Customer Service/HelpDesk
Sage Spring Wealth Partners in Omaha, NE, seeks a Lead Client Services Associate to support the Financial Advisor with administrative tasks and client service. This in-office role involves daily interaction with clients by phone and in person, handling inquiries, and assisting with account maintenance.
The successful candidate will train and mentor junior CSAs, coordinate with operations, and contribute to process improvements while upholding professional standards and confidentiality.
We are currently recruiting a Senior Remote Client Services Lead for Financial Advisory for our team in Omaha, NE, United States.
This role, Senior Remote Client Services Lead for Financial Advisory at Sage Spring Wealth Partners, could be your next move.
Are you ready to take on the Senior Remote Client Services Lead for Financial Advisory role at Sage Spring Wealth Partners?
We would love to welcome a new Senior Remote Client Services Lead for Financial Advisory to our team in Omaha, NE, United States.
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