Client Services Associate

Senior Recruiting Manager - Office Administration Search & Project Consulting
* 244 Client Service Associate - Wealth Management - Hybrid - HEMPHILL EXCLUSIVE!

Join one of the most successful wealth management and insurance firms in America. This position has been created due to the continued growth of the firm which highlights the owners commitment and support for all employees, and quality service to customers. Team up with an impressive team of wealth management and insurance professionals as an important member of the client service and customer support team.

Enjoy the flexibility of working in their beautiful West Omaha office or from home while appreciating their very flexible hybrid work arrangement. In this position you will make a big impact and real difference while providing excellent service to customers who need help with a wide variety of tasks:

• Work closely with new customers while helping them with new customer on-boarding.
• Gather important information while helping current and new customers open new accounts.
• Assist clients who are changing beneficiaries, initiating minimum distributions.
• Help clients with changes to their 401(k) rollovers.
• Provide assistance while helping clients re-title accounts to a trust.
• Partner with wealth management advisors and customers who are initiating donations and gifts to charitable organizations.
• Help customers through the underwriting process when new life insurance is being purchased.

This is a fantastic company, with a generous compensation package + 10% Bonus, incredible benefits, and exciting perks like quarterly trips with your co-workers to cool destinations for training and celebrating success!

To learn more about this opportunity on a confidential basis call Susie Hemphill at  
* 244 or send an e-mail to  .
Job # 9575SH

to apply: