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Bank Customer Service

Financial Services Client Success Specialist

Job in La Vista, Sarpy County, Nebraska, 68128, USA
Listing for: Osaic
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Job Description & How to Apply Below
A financial services firm is seeking a customer support role to engage with financial professionals across the country. Responsibilities include responding to client inquiries, maintaining electronic files, and ensuring accuracy in account processes. Candidates should possess strong communication skills, be detail-oriented, and have a client service mindset. A Bachelor's degree is preferred, and prior financial services experience is a plus.

The role is full-time and offers comprehensive benefits.
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