Client Service Specialist

Hemphill - Search • Consulting • Staffing; Lincoln (NE); On-site; USD 55,000 - 63,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Unlimited PTO

Free parking

Wellness stipend

Private workspace

Job summary

A prominent staffing firm in Lincoln, Nebraska seeks a Client Service Specialist for a wealth management firm. The role involves supporting Financial Advisors, managing client onboarding, and handling trades. Ideal candidates should have a background in wealth management and excel in building client relationships. This position offers benefits such as medical insurance, 401(k), and unlimited PTO.

Qualifications

• Experience in wealth management is preferred.
• Goal-oriented and engaging personality.
• Ability to coordinate client onboarding and paperwork.

Responsibilities

• Support Financial Advisors to meet client needs.
• Coordinate client onboarding, assist with paperwork.
• Work with Financial Advisors on paraplanning and reports.
• Place trades and manage client documentation.

Skills

Client relationship management

Problem-solving

Attention to detail

Job description

1 day ago Be among the first 25 applicants

Direct message the job poster from Hemphill - Search • Consulting • Staffing

Client Service Specialist, Wealth Management - HEMPHILL EXCLUSIVE!

Hemphill is proud to partner with a successful Lincoln based wealth management firm to identify their next Client Service Specialist. This very important and valued position focuses on building and maintaining client relationships through excellent customer service. The firm is well-established, using a unique investment strategy that has driven substantial expansion over the last 10 years. They exceeded their 2025 growth goal in July and are now adding another Client Service Specialist to the team

As a Client Service Specialist, your responsibilities will include:

• Supporting Financial Advisors and the financial team to meet the needs of clients.
• Coordinate client onboarding, assisting clients with new account paperwork, opening accounts, verifying trusts and beneficiaries for high net worth families.
• Team up with Financial Advisors on paraplanning while preparing reports, conducting research, and managing client files.
• Place trades (buy/sell) and complete necessary documentation to handle the processing of trades.

The individual most likely to have success in this position, brings experience in wealth management, is goal oriented, warm and engaging, finds fulfillment while building relationships and thrives when solving problems.

The Owner/Founder respects and values each member of the team, encourages learning and development, and empowers success by providing effective resources, along with the latest technology. There’s no red tape in this office - the Owner and Chief Operations Officer are accessible and open to new ideas that improve processes and efficiency, and the overall customer experience.

Benefits include: medical, 401(k), unlimited PTO, free parking, work phone and laptop, a monthly wellness stipend, plus a newly remodeled office with your own private space in a great location.

To learn more about this position on a confidential basis call Susie Hemphill at 402.334.4800 *244 or send an e-mail to [e-mail]. Job Number 9517SH

The Right Match - The First Time

Your Confidentiality is Our Priority; Hemphill will NOT Forward Your Resume Without Your Approval.

To see all Hemphill job postings go to www.hemphillsearch.com

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***Never a fee to our applicant***

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Temporary

Job function

• Job function

  Human Resources

• Industries

  Housing and Community Development

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

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