Client Relations Representative - Financial Services

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

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

Compensation: $60,000 - $85,000 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

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.

Privacy and Pay Equity:

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com.
• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.

State-Specific Information:

• Rhode Island: We do not request or require salary history from applicants.
• Connecticut: We provide wage range information upon request or before discussing compensation.
• New Jersey: We do not inquire about salary history unless voluntarily disclosed.

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.