Client Relations Specialist

Client Relations Specialist

Company:
Midlands Financial

Position Type:
Part-Time (with possible Full-Time)

Work Arrangement:
Hybrid (Lincoln, NE primary office; Omaha, NE satellite)

Experience Level: Entry-Level

Compensation: $20,000 – $30,000 annually

Midlands Financial is seeking a detail-oriented, personable Client Relations Specialist to join our wealth management team. As the primary initial touchpoint for our clients, this entry-level role balances client service excellence with operational support across our Lincoln and Omaha offices. This position offers a hybrid schedule, comprehensive full-time style benefits, and a structured development path designed to help you launch a long-term career in the financial services industry.

• Client Service & Hospitality:
  Serve as a welcoming point of contact for high-net-worth clients via phone, email, and in-person visits, ensuring prompt and professional communication.
• Meeting & Calendar Coordination:
  Coordinate advisor schedules, prepare meeting materials, confirm client review appointments, and assist with post-meeting action items.
• Account Administration Support:
  Facilitate routine client service requests, including paperwork preparation, address changes, distribution forms, and digital onboarding workflows.
• CRM & Record Maintenance:
  Accurately update client profiles, communication logs, and task workflows in the firm’s CRM software.
• Office & Operational Logistics:
  Support day-to-day administrative needs across the Lincoln headquarters and Omaha satellite office, including mail processing, file archiving, and meeting space preparation.

• Education & Experience:
  
  High school diploma, GED, or equivalent required. Previous experience in customer service, hospitality, administrative support, or retail banking is a plus.
• Licensing Requirement:
  Willingness and capability to study for and successfully obtain required securities and/or state industry licenses within 12 months of hire date (study materials and examination sponsorship provided by the firm).
• Communication
  
  Skills:
  
  Polished verbal and written communication with a high degree of empathy, discretion, and confidentiality.
• Technical Aptitude:
  Proficiency with Microsoft Office (Word, Excel, Outlook) and the ability to quickly learn CRM systems and wealth management software platforms.
• Work Style:
  Strong organizational skills, attention to detail, proactive problem-solving, and the ability to work independently in a hybrid environment.

• Schedule:
  
  Part-time hours (approx. 20–25 hours/week), with potential expansion into a full-time role based on performance and licensing progression.
• Work Model:
  Hybrid flexibility, split between remote work and in-office presence at our primary Lincoln office and Omaha satellite location as needed.

• Base Salary: $20,000 – $30,000 annualized (prorated for part-time schedule).
• Benefits Package:
  Full benefits package, including health, dental, and vision coverage options, retirement plan access, and paid time off.
• Professional Growth: 100% firm-sponsored licensing program (materials, exam fees, and study support) with explicit advancement opportunities toward a full-time Client Associate or Advisor track.