Client Service Specialist - Wealth Management - West Omaha

Up to 90k + 10% Bonus and Generous Medical coverage - HEMPHILL EXCLUSIVE!

Hemphill Search Group is proud to partner with a very successful, dynamic, and forward‑thinking wealth management firm in West Omaha to identify their next talented Client Service Specialist
. This firm is a recognized leader in the industry, with strong executive leadership that values open communication, mentorship, and equipping their team with the technology, structure, and resources needed to succeed.

The culture is genuinely team‑centric and built for ambitious professionals who want to grow. Team members collaborate easily across departments, step in to support one another, and take pride in shared wins. Leaders are approachable, available for conversation, and invested in helping employees feel valued, challenged, and encouraged to keep developing. Positivity, energy, innovation, and teamwork are part of the everyday experience.

• Support the full client lifecycle by working closely with both clients and financial advisors
• Assist with client onboarding and opening new accounts
• Manage ongoing account maintenance, including service requests, beneficiary updates, RMD tracking, and trust setups
• Accurately document all client interactions and action items in the CRM to ensure timely follow‑through
• Coordinate and schedule meetings with financial advisors and manage follow‑up items
• Assist with trade processing by preparing, submitting, and tracking trade requests

The ideal individual is detail‑oriented, client‑focused, and motivated to keep learning and advancing their career. Someone who is ambitious, takes ownership of their work, and enjoys being part of a collaborative team will thrive here. A Series 7, Series 63, and/or Life & Health license is preferred.

The firm offers a flexible work setup designed around what works best for you—100% remote, hybrid, or in‑office at their modern West Omaha location. Benefits are competitive, including strong medical premium coverage and, depending on the plan, full family dental and vision. Team perks include quarterly retreats and firm‑paid travel to places like New York City, focused on learning, connection, and growing together.

To learn more about this opportunity on a confidential basis call Susie Hemphill at  
* 244 or send an e‑mail to  
Job Number 9589SH

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