Full time
First National Bank of Omaha
Oklahoma City, OK, USA
At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success. Summary of the Job: The Client Relationship Associate II provides daily customer support and enables the efficient and effective practice management of our Financial Advisor teams. This role works closely with their Advisor(s) to support the delivery of advice, guidance and investment solutions to individuals to build and maintain financial wellbeing. The Financial Advisor Associate will support Advisor(s)and customers with basic to comprehensive investment, insurance and financial planning needs. About This Role: Meet regularly with Advisor(s) and manage the daily servicing needs for assigned customer portfolio to support the Advisor(s) in identifying customer needs and delivering solutions. Maintain the new customer...

