- Bank of America (Lincoln, NE)
- Wealth Management Client Associate Lincoln, Nebraska **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Morgan Stanley (Omaha, NE)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- First National Bank of Omaha (Omaha, NE)
- …and clients. + **Preferred Qualifications:** + Previous experience in Trust or the Wealth Management industry. + CTFA Certification + Working knowledge of ... on business needs. **Summary of the Job:** The Trust Associate role is a junior relationship management ...customer inquiries. **About This Role:** Provide ongoing customer relationship management support to retain accounts and expand client… more
- Conagra (Omaha, NE)
- …environment. The dynamic nature of this role requires that you have exemplary time management skills and the ability to identify and anticipate the needs of the ... and electronic, including board communications and other related materials for senior management ; prepare selective summaries and any follow-up actions for the Chief… more