Client Relations Specialist

Midlands Financial; Lincoln (NE); Hybrid; USD 20,000 - 30,000; Part time

Benefits offered by this job

Health, dental, and vision coverage

Retirement plan access

Paid time off

Job summary

Midlands Financial is seeking a detail-oriented Client Relations Specialist to join our wealth management team. The role serves as the primary touchpoint for clients, balancing service with operational support across Lincoln and Omaha offices in a hybrid setup.

The position offers part-time hours with potential for full-time, a full benefits package, and a structured path toward a Client Associate or Advisor track. Strong communication, organization, and CRM proficiency are key.

Qualifications

• High school diploma or GED required.
• Willingness to study for securities/state licenses within 12 months ( sponsorship provided).
• Polished verbal and written communication with confidentiality.
• Proficiency with Microsoft Office and CRM/wealth mgmt software.
• Strong organizational skills and independent hybrid work能力.

Responsibilities

• Provide client service with professionalism via phone, email, and in-person.
• Coordinate advisor schedules and meeting materials; assist with post-meeting actions.
• Support routine client service requests and paperwork; onboarding workflows.
• Update client profiles and activity in the CRM accurately.
• Support Lincoln HQ and Omaha satellite operations, including mail and archiving.

Skills

Communication skills

Technical aptitude

Hybrid work

Customer service

Education

High school diploma or GED

Tools

CRM systems

Wealth management software

Microsoft Office

Job description

Client Relations Specialist

Company: Midlands Financial

Position Type: Part-Time (with possible Full-Time)

Work Arrangement: Hybrid (Lincoln, NE primary office; Omaha, NE satellite)

Experience Level: Entry-Level

Compensation: $20,000 – $30,000 annually

Position Overview

Midlands Financial is seeking a detail-oriented, personable Client Relations Specialist to join our wealth management team. As the primary initial touchpoint for our clients, this entry-level role balances client service excellence with operational support across our Lincoln and Omaha offices. This position offers a hybrid schedule, comprehensive full-time style benefits, and a structured development path designed to help you launch a long-term career in the financial services industry.

Key Responsibilities

• Client Service & Hospitality: Serve as a welcoming point of contact for high-net-worth clients via phone, email, and in-person visits, ensuring prompt and professional communication.
• Meeting & Calendar Coordination: Coordinate advisor schedules, prepare meeting materials, confirm client review appointments, and assist with post-meeting action items.
• Account Administration Support: Facilitate routine client service requests, including paperwork preparation, address changes, distribution forms, and digital onboarding workflows.
• CRM & Record Maintenance: Accurately update client profiles, communication logs, and task workflows in the firm’s CRM software.
• Office & Operational Logistics: Support day-to-day administrative needs across the Lincoln headquarters and Omaha satellite office, including mail processing, file archiving, and meeting space preparation.

Qualifications & Requirements

• Education & Experience: High school diploma, GED, or equivalent required. Previous experience in customer service, hospitality, administrative support, or retail banking is a plus.
• Licensing Requirement: Willingness and capability to study for and successfully obtain required securities and/or state industry licenses within 12 months of hire date (study materials and examination sponsorship provided by the firm).
• Communication Skills: Polished verbal and written communication with a high degree of empathy, discretion, and confidentiality.
• Technical Aptitude: Proficiency with Microsoft Office (Word, Excel, Outlook) and the ability to quickly learn CRM systems and wealth management software platforms.
• Work Style: Strong organizational skills, attention to detail, proactive problem-solving, and the ability to work independently in a hybrid environment.

Schedule & Location

• Schedule: Part-time hours (approx. 20–25 hours/week), with potential expansion into a full-time role based on performance and licensing progression.
• Work Model: Hybrid flexibility, split between remote work and in-office presence at our primary Lincoln office and Omaha satellite location as needed.

Compensation & Benefits

• Base Salary: $20,000 – $30,000 annualized (prorated for part-time schedule).
• Benefits Package: Full benefits package, including health, dental, and vision coverage options, retirement plan access, and paid time off.
• Professional Growth: 100% firm-sponsored licensing program (materials, exam fees, and study support) with explicit advancement opportunities toward a full-time Client Associate or Advisor track.