Client Service Manager

Bridges Trust • Omaha, NE

12d

About The Position

We are seeking an experienced Client Service Manager to support our relationship management teams by executing administrative and operational activities related to client investment, trust & estate administration, fiduciary, and advisory services. This is a client-focused role requiring attention to detail, strong organizational skills, and the ability to thrive in a fast-paced environment.

Requirements

• Bachelors degree in business or equivalent; 2–3 years of experience in financial services or client servicing preferred.
• Prior experience with investment, trust & estate, or advisory services strongly preferred.
• Series 65 license required.
• Strong analytical and problem-solving skills.
• Exceptional organizational skills with the ability to manage competing priorities.
• Detail-oriented and proactive with strong follow-through.
• Comfortable working across teams and communicating with internal partners.
• Ability to adapt quickly in a dynamic, deadline-driven environment.

Responsibilities

• Execute day-to-day account servicing tasks including wires, fund transfers, bill payment, cash movement, gift processing, documentation, and account openings/closures.
• Prepare client meeting materials, account reports, and presentation packages.
• Maintain accurate and complete client records across all servicing systems.
• Collaborate with relationship managers and operations to ensure requests are completed accurately and efficiently.
• Prepare account opening documents and obtain necessary approvals and legal materials.
• Gain deep knowledge of internal systems and online tools to support servicing activities.
• Continuously seek ways to improve service delivery and streamline internal processes.

Benefits

• You’ll be part of a collaborative, client-centered team dedicated to delivering exceptional service.
• We offer a supportive culture, opportunities for professional growth, and a meaningful career path in the financial services industry.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level