Client Service Operations Specialist

Harris and Davis Financial Advisors specialize in understanding and catering to the unique financial needs of teachers, families, and business owners. The firm is dedicated to helping clients make informed decisions to grow their assets and achieve long-term financial security. By fostering relationships built on trust, authenticity, and integrity, Harris and Davis aim to inspire confidence in their clients' financial futures. The firm operates through Cetera Wealth Services and Cetera Investment Advisers, ensuring professional and compliant financial and advisory services.

This is a full-time, on-site role based in Omaha, NE, for a Client Service Operations Specialist. The individual in this role will manage and enhance client relationships by providing exceptional service, addressing inquiries, and resolving concerns efficiently. Responsibilities include ensuring customer satisfaction, collaborating with the team to support client needs, and assisting with the implementation of financial strategies to align with client goals. Attention to detail and effective communication will be crucial in facilitating smooth client interactions and internal processes.

• 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.
• Bachelor’s degree in Business, Finance, or a related field is preferred.