Harris and Davis Financial Advisors · 12 hours ago
Client Service Operations Specialist
Omaha, NE
Full-time
Onsite
New Grad, Entry LevelHarris and Davis Financial Advisors specialize in understanding and catering to the unique financial needs of teachers, families, and business owners. They are seeking a Client Service Operations Specialist to manage and enhance client relationships by providing exceptional service and resolving inquiries efficiently.
Financial Services
Responsibilities
Manage and enhance client relationships by providing exceptional service, addressing inquiries, and resolving concerns efficiently
Ensure customer satisfaction, collaborating with the team to support client needs
Assist with the implementation of financial strategies to align with client goals
Facilitate smooth client interactions and internal processes
Qualification
Required
Strong Client Services and Customer Service skills to manage relationships and address client needs effectively
Excellent Communication and Customer Satisfaction abilities to ensure understanding and a positive client experience
Knowledge in Finance to assist with strategic asset growth and provide informed support to clients
Proficiency in using technology and software tools for managing client accounts and operations
Strong organizational and multitasking abilities to meet tight deadlines and address various client needs efficiently
Prior experience in a financial advisory firm or related industry is a significant advantage
Preferred
Bachelor's degree in Business, Finance, or a related field
Company
Harris and Davis Financial Advisors
At Harris and Davis Financial Advisors, we focus on understanding and anticipating the unique needs of teachers, families and business owners.
Founded in 2018
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Paula Harris
Partner
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