Client & Operations Associate

Overview

Nelson Murphy Insurance & Investments is a trusted and professional wealth advisory firm based in Omaha, NE. We pride ourselves on fostering long-term relationships built on trust, providing personalized financial solutions to meet the unique needs of families and businesses. Our services include wealth management, financial and retirement planning, insurance, and investment management, helping clients achieve their financial goals. With a client-focused philosophy, we deliver tailored strategies to simplify complex financial matters and ensure peace of mind.

Our team of dedicated professionals works collaboratively to deliver exceptional service and results through the "NMII way" of doing business.

The Client Experience & Operations Associate (CEOA) serves as the first point of contact for clients and visitors while providing essential support to the Office Manager and the Client Relationship Team. This role manages front-desk responsibilities, phone intake, appointment scheduling, and administrative tasks, while assisting with basic compliance, bookkeeping, and office coordination.

The CEOA also acts as the firm’s “Dreamweaver,” creating thoughtful, memorable client experiences through personalized gestures, hospitality, and attention to detail that reinforce long-term relationships. Success in this role requires exceptional organizational skills, a service-oriented mindset, and the ability to balance reception, administrative, and operational responsibilities to ensure seamless client experience and a well-run office.

This is a fully in-office position. We are open to candidates seeking 30–40 hours per week. Standard hours fall between 8:00 AM - 6:00 PM, with occasional flexibility as needed.

• Greet and welcome clients and visitors with warmth, professionalism, and attentiveness.
• Answer and route all incoming calls and inquiries appropriately.
• Maintain a clean, organized, and welcoming reception and office environment.
• Support annual client review scheduling, calendar management, and conference room bookings.
• Serve as the firm’s “Dreamweaver,” creating meaningful client moments (milestones, anniversaries, sympathy gestures, retirement celebrations, etc.) through cards, gifts, and personalized touches.

• Assist the Office Manager with basic operational tasks including report downloads, bookkeeping support, and document organization.
• Run and prepare reports for bookkeeping and internal tracking.
• Submit documents to compliance and assist with tracking approvals for firm communications and materials ensuring brand consistency.
• Handle incoming and outgoing mail, packages, and deliveries.
• Support data entry and document management (electronic and physical).
• Support internal and external event planning.

• Coordinate office maintenance, vendors, and repairs as needed.
• Assist with office security and safety procedures.
• Monitor office supplies and place orders as necessary.

• Provide backup support to Client Relationship Coordinators and Client Service Support Coordinators as needed.
• Assist with firm initiatives and special projects.
• Collaborate with team members to improve administrative processes and client experience standards based on satisfaction tracking.

• Strong communication and interpersonal skills with a hospitality-focused mindset.
• Highly organized with strong attention to detail.
• Ability to multitask and prioritize in a fast-paced environment.
• Professional demeanor with a warm, service-oriented approach.
• High integrity and discretion when handling sensitive information.
• Proficiency in Microsoft Office and standard office equipment.
• Ability to learn new technology tools to improve processes as a team.
• Comfort working with basic reports, systems, and administrative tools.
• Interest in creating thoughtful client experiences and meaningful connections.

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• 3–5+ years of experience in reception, administrative support, or…