Client Relations Representative - Financial Services

Job Description

Join a well-established wealth management firm specializing in family office services for multi-generational clients. This growing firm has reached capacity and is seeking a Client Relations professional to support their expanding client base. You'll be joining a tight-knit team of 7 professionals in a collaborative environment that values integrity, transparency, and exceptional client service. This is an excellent opportunity for someone looking to build a career in financial services, whether you're new to the industry or looking to grow your expertise in wealth management.

Key Responsibilities

Client Relationship Management

• Serve as primary point of contact for client inquiries via phone, email, and in-person visits
• Coordinate client appointments and manage day-to-day client interactions
• Handle frequent client drop-ins with professionalism and efficiency
• Maintain and update CRM systems with accurate client information
• Support client appreciation events and relationship-building activities

Operations & Transaction Support

• Process new account openings, deposits, withdrawals, transfers, and trade orders
• Monitor account activity and proactively identify potential issues
• Prepare account reviews and client reporting materials
• Maintain accurate client records and documentation
• Streamline operational processes to improve efficiency

Compliance & Administrative Support

• Ensure adherence to industry regulations and compliance standards
• Maintain confidentiality of sensitive client information
• Complete required compliance training and certifications
• Support general office operations and team collaboration

Qualifications

Essential Qualities

• Demonstrated trustworthiness and integrity
• Strong willingness to learn and adapt in a dynamic environment
• Open-minded approach to feedback and continuous improvement
• Positive, professional demeanor with excellent interpersonal skills

Skills & Experience

• Excellent verbal and written communication abilities
• Proficiency in Microsoft Office Suite (Word, Excel)
• Strong organizational skills with ability to multitask effectively
• Exceptional attention to detail and accuracy
• Customer service experience preferred but not required
• Interest in financial services (prior industry experience not necessary)

Licensing & Location

• Must be willing to obtain FINRA licenses (Series 7, 66) and insurance licenses within 3 months (company-sponsored)
• Must be able to work full-time in the Omaha, Nebraska office (40 hours/week, 8am-5pm)
• This position is 100% on-site with no remote work options

Why is This a Great Opportunity

Compensation: $60,000 - $100,000 annual base salary

Comprehensive Benefits Package:

• 401(k) retirement plan
• Health insurance (employer-paid)
• Disability insurance (employer-paid)
• Life insurance (employer-paid)
• Vision and dental coverage
• Professional development and licensing support
• Opportunity for career growth within the financial services industry

We are an emerging recruitment organization working with well-known clients based in the USA. Our services offer a wide range of functions related to recruitment. Our young yet experienced team strives to offer the best services to our clients. 

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