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Hybrid Investment Relationship Coordinator

Job in Lincoln, Lancaster County, Nebraska, 68511, USA
Listing for: Union Bank & Trust Company
Full Time position
Listed on 2026-01-21
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A financial institution in Lincoln, Nebraska, is seeking an Investment Relationship Coordinator to support investment solutions sales and client implementation. The role involves providing excellent customer service, handling IRA accounts, and coordinating with Investment Officers. Candidates should have 2-5 years of investment operations experience and a strong understanding of IRA regulations. This position allows for hybrid work, emphasizing a commitment to customer service and effective communication.
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