Client Relationship Coordinator

We are seeking a highly organized, proactive, and detail-oriented professional to join our team as a Client Relationship Coordinator. This role is ideal for someone who takes pride in delivering exceptional client service, thrives in a fast-paced environment, and enjoys being a key support partner to advisors and teammates.

Our firm values professionalism, collaboration, and attention to detail—while also fostering a positive, supportive, and engaging workplace. If you enjoy meaningful work, strong relationships, and being part of a team that genuinely enjoys working together, this role may be a great fit.

Essential Duties and Responsibilities:

Client Service & Administrative Support

• Serve as a primary point of contact for clients and prospects, scheduling meetings with advisors and assisting with service requests.
• Prepare and distribute client agendas, statements, proposals, presentations, forms, and other documents.
• Maintain accurate and up-to-date client records within CRM and workflow systems, ensuring strict confidentiality.
• Assist with onboarding new clients, including gathering documentation and facilitating account setup.
• Support advisors in modeling financial plans and preparing client-facing materials.
• Coordinate with compliance, operations, and internal teams to ensure smooth, efficient service delivery.

Communication & Coordination

• Act as a liaison between advisors, staff, and clients to support clear and timely communication.
• Review and route incoming correspondence, including mail, phone calls, and emails.
• Assist with meeting preparation, agendas, notes, and follow-up action items.
• Help keep workflows organized and moving forward—no two days are exactly the same.

Compliance & Safety

• Ensure adherence to internal procedures, regulatory requirements, and company policies.
• Maintain and update safety policies and assist with periodic checks.
• Handle sensitive information with professionalism, discretion, and care.

Required Skills/Abilities:

• Strong organizational and time-management skills with the ability to manage multiple priorities.
• Excellent communication and interpersonal skills with a client-first mindset.
• Proficiency in Microsoft Office Suite, CRM systems, and office management tools.
• Familiarity with financial services, investment products, or basic market concepts.
• High level of professionalism, discretion, and confidentiality.
• A positive attitude, team-oriented approach, and willingness to learn.

Education and Experience:

• Bachelor’s degree in Business Administration, Finance, Management, or related field.
• 5 years of experience in client service or administrative support, preferably in financial services.
• FINRA Series 7 license preferred or willingness to obtain.
• CFP designation preferred, or willingness to pursue.

Physical Demands, Work Environment, and Location:

• Full-time, in-office position based in Omaha, NE.
• Standard hours fall between 7:00 AM – 6:00 PM, with occasional flexibility as needed.
• Prolonged periods of sitting and computer work.
• Ability to lift up to 15 pounds occasionally.

Compensation & Benefits:

• $55,000–$72,000 base, commensurate with experience, with additional compensation increases tied to achieving Series 7 and/or additional certifications.
• We offer a competitive benefits package including health, vision, and dental insurance; PTO, paid holidays, and sick leave; 401(k); family first culture; and support for professional growth opportunities.

Growth & Development:

We believe in investing in our people. This role offers meaningful opportunities for training, skill development, and long-term growth within the organization. Many team members build lasting careers here.

Equal Opportunity Employer:

We are an equal opportunity employer and value diversity. All employment decisions are made without regard to protected characteristics.

Application Process:

Please submit a resume and optional cover letter. Selected candidates will be contacted for next steps.