What are the responsibilities and job description for the Client Relationship Coordinator | Wealth Management position at Wealth Partners?
Client Relationship Coordinator
Wealth Management / Financial Services
Ideal for candidates from banking, hospitality, healthcare, client service, or relationship management backgrounds who are passionate about helping clients and building meaningful relationships.
Location: Omaha, NE
Employment Type: Full-Time
Compensation: Competitive base salary plus performance incentives
About Us
Wealth Partners is a growing, client-focused wealth management practice dedicated to helping individuals, families, and business owners achieve their financial goals. Our team prides itself on delivering exceptional service, building long-term relationships, and providing clients with a personalized experience that exceeds expectations.
We are seeking a highly personable and organized Client Relationship Coordinator to serve as an important connection between our advisory team and our clients. This role is ideal for someone who enjoys building relationships, communicating by phone, email, and text, and helping clients stay engaged with their financial planning process.
Position Overview
The Client Relationship Coordinator is responsible for proactively reaching out to clients and prospects to schedule review meetings, maintain regular communication, and ensure clients receive a consistent, high-touch experience.
The ideal candidate is confident on the phone, enjoys speaking with people, is naturally organized, and can represent our firm with professionalism and warmth. This is not a sales or cold-calling role. Instead, you will be contacting existing clients and warm prospects to strengthen relationships and coordinate appointments with our advisory team.
Key Responsibilities
Client Outreach & Relationship Management
- Conduct outbound calls to clients to schedule annual, semi-annual, and quarterly review meetings.
- Re-engage clients who have not met with their advisor recently.
- Maintain consistent client communication and follow-up.
- Help ensure clients feel valued, appreciated, and connected to the firm.
- Document client interactions and appointment activity within CRM systems.
Appointment Scheduling & Coordination
- Schedule appointments for advisors and support staff.
- Coordinate meeting logistics, including in-person, virtual, and phone meetings.
- Send appointment confirmations and reminders.
- Manage advisor calendars to maximize efficiency.
- Assist with meeting preparation and follow-up activities.
Client Experience Enhancement
- Execute client appreciation and relationship-building initiatives.
- Contact clients regarding events, educational workshops, and special firm communications.
- Identify opportunities to improve client engagement and retention.
- Maintain a professional, welcoming, and service-oriented approach in every interaction.
Administrative Support
- Update and maintain accurate client records.
- Assist with CRM data management.
- Track outreach campaigns and reporting metrics.
- Provide support for special projects and team initiatives.
Qualifications Required
- Exceptional verbal communication and interpersonal skills.
- Professional phone presence and confidence initiating conversations.
- Strong organizational and time-management abilities.
- High attention to detail and accuracy.
- Ability to manage multiple priorities simultaneously.
- Proficiency with Microsoft Office applications.
- Ability to work effectively in a team-oriented environment.
Preferred
- Experience in financial services, banking, insurance, healthcare, hospitality, or customer service.
- Experience with CRM systems.
- Prior scheduling, client service, or relationship management experience.
- Bachelor's degree preferred but not required.
The Ideal Candidate
You are someone who:
- Enjoys talking with people and building relationships.
- Creates positive experiences through exceptional customer service.
- Is self-motivated and comfortable making outbound calls.
- Demonstrates professionalism, empathy, and discretion.
- Thrives in a fast-paced environment.
- Takes ownership and follows through on commitments.
What Success Looks Like
Within your first year, you will:
- Maintain client review meeting frequency.
- Strengthen client engagement and retention.
- Ensure advisor calendars remain consistently full and productive.
- Deliver an exceptional client experience that reflects our firm's values.
- Become a trusted member of our client service team.
Benefits
- Competitive compensation
- Performance-based bonus opportunities
- Paid time off and holidays
- Retirement plan benefits
- Professional development opportunities
- Collaborative and supportive team environment
- Opportunity for long-term career growth within wealth management
Apply Today
If you enjoy building relationships, providing outstanding service, and making a meaningful impact on clients' lives, we'd love to hear from you.
Join our team and help create an exceptional experience for the clients we serve every day.
Pay: $23.00 - $25.00 per hour
Expected hours: 40.0 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Experience:
- Customer service: 2 years (Preferred)
- Financial services: 1 year (Preferred)
Ability to Commute:
- Omaha, NE 68154 (Required)
Work Location: In person
Salary : $23 - $25