What are the responsibilities and job description for the Relationship Manager position at Midlands Financial?
Job Description
Relationship Manager
Midlands Financial
Lincoln and Omaha, Nebraska
About Midlands Financial
Midlands Financial is a trusted, independent financial services firm committed to delivering exceptional, personalized service to our clients. We pride ourselves on building long-term relationships based on trust, transparency, and genuine care for our clients’ financial well-being.
Position Summary
We are seeking a dedicated and personable Relationship Manager to join our team in either our Lincoln or Omaha office. This is a client-facing role focused entirely on relationship maintenance and client experience. The Relationship Manager will serve as the primary point of contact for a portfolio of clients, ensuring they feel valued, heard, and highly satisfied with the service they receive. This position does not involve sales, business development, or investment recommendations, and no securities or insurance licensing is required.
The ideal candidate is someone who genuinely enjoys connecting with people, is proactive in communication, and is committed to delivering outstanding client service.
Key Responsibilities
- Build and maintain strong, long-term relationships with assigned clients through regular, proactive communication (phone, email, video calls, and in-person meetings).
- Conduct periodic client check-ins to assess satisfaction with current services and overall experience.
- Serve as a trusted advocate for clients by promptly addressing questions, resolving issues, and coordinating with internal teams to ensure timely and effective service delivery.
- Gather client feedback on service quality and identify opportunities to improve our processes, offerings, and client experience.
- Document all client interactions and maintain accurate, up-to-date client records in our CRM system.
- Collaborate closely with the firm’s Partners and advisory team to ensure seamless service delivery and escalate any concerns appropriately.
- Organize and assist with client events, educational sessions, and appreciation activities.
- Stay informed on firm capabilities and services to accurately represent Midlands Financial to clients (without engaging in sales activities).
Qualifications & Requirements
- Experience: 2 years of client service or relationship management experience, preferably in financial services, banking, wealth management, insurance, or a professional services environment. (Recent graduates with exceptional communication skills and a strong service mindset will also be considered.)
- Education: Bachelor’s degree preferred (in Business, Finance, Communications, or related field), but not required.
- Location: Must be based in or willing to relocate to the Lincoln or Omaha, Nebraska area. Ability to work from either office location as needed.
- Personal Attributes:
- Warm, empathetic, and professional demeanor with a genuine interest in helping others.
- Excellent verbal and written communication skills.
- Strong organizational and time-management abilities.
- High attention to detail and follow-through.
- Proactive problem-solver who enjoys finding ways to improve client experiences.
- Comfortable working independently while collaborating with a small, close-knit team.
What We Offer
- Competitive base salary with performance-based bonus opportunities.
- Comprehensive benefits package including health, dental, vision, and retirement plan.
- Professional development opportunities.
- Supportive work environment with direct access to firm leadership.
- Opportunity to make a meaningful impact on client relationships and firm growth through exceptional service.
Reporting Structure
This position reports directly to the Partners of Midlands Financial.
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Midlands Financial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
This role is perfect for someone who thrives on building meaningful connections and takes pride in ensuring others feel cared for and supported. If you are a service-oriented professional who values trust and long-term relationships, we would love to hear from you.
Relationship Manager
Midlands Financial
Lincoln and Omaha, Nebraska
About Midlands Financial
Midlands Financial is a trusted, independent financial services firm committed to delivering exceptional, personalized service to our clients. We pride ourselves on building long-term relationships based on trust, transparency, and genuine care for our clients’ financial well-being.
Position Summary
We are seeking a dedicated and personable Relationship Manager to join our team in either our Lincoln or Omaha office. This is a client-facing role focused entirely on relationship maintenance and client experience. The Relationship Manager will serve as the primary point of contact for a portfolio of clients, ensuring they feel valued, heard, and highly satisfied with the service they receive. This position does not involve sales, business development, or investment recommendations, and no securities or insurance licensing is required.
The ideal candidate is someone who genuinely enjoys connecting with people, is proactive in communication, and is committed to delivering outstanding client service.
Key Responsibilities
- Build and maintain strong, long-term relationships with assigned clients through regular, proactive communication (phone, email, video calls, and in-person meetings).
- Conduct periodic client check-ins to assess satisfaction with current services and overall experience.
- Serve as a trusted advocate for clients by promptly addressing questions, resolving issues, and coordinating with internal teams to ensure timely and effective service delivery.
- Gather client feedback on service quality and identify opportunities to improve our processes, offerings, and client experience.
- Document all client interactions and maintain accurate, up-to-date client records in our CRM system.
- Collaborate closely with the firm’s Partners and advisory team to ensure seamless service delivery and escalate any concerns appropriately.
- Organize and assist with client events, educational sessions, and appreciation activities.
- Stay informed on firm capabilities and services to accurately represent Midlands Financial to clients (without engaging in sales activities).
Qualifications & Requirements
- Experience: 2 years of client service or relationship management experience, preferably in financial services, banking, wealth management, insurance, or a professional services environment. (Recent graduates with exceptional communication skills and a strong service mindset will also be considered.)
- Education: Bachelor’s degree preferred (in Business, Finance, Communications, or related field), but not required.
- Location: Must be based in or willing to relocate to the Lincoln or Omaha, Nebraska area. Ability to work from either office location as needed.
- Personal Attributes:
- Warm, empathetic, and professional demeanor with a genuine interest in helping others.
- Excellent verbal and written communication skills.
- Strong organizational and time-management abilities.
- High attention to detail and follow-through.
- Proactive problem-solver who enjoys finding ways to improve client experiences.
- Comfortable working independently while collaborating with a small, close-knit team.
What We Offer
- Competitive base salary with performance-based bonus opportunities.
- Comprehensive benefits package including health, dental, vision, and retirement plan.
- Professional development opportunities.
- Supportive work environment with direct access to firm leadership.
- Opportunity to make a meaningful impact on client relationships and firm growth through exceptional service.
Reporting Structure
This position reports directly to the Partners of Midlands Financial.
---
Midlands Financial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
This role is perfect for someone who thrives on building meaningful connections and takes pride in ensuring others feel cared for and supported. If you are a service-oriented professional who values trust and long-term relationships, we would love to hear from you.