Hybrid Client Relations Specialist - Entry-Level Path

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

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.