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Client Relationship Manager - 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, 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 402.334.4800 *244 or send an e-mail to shemphill@hemphillsearch.com to learn more. Job # 9443SH
The Right Match - The First Time
Your Confidentiality is Our Priority; Hemphill will NOT Forward Your Resume Without Your Approval.
Hemphill Voted – “Best Employment Firm” by Omaha’s Business Leaders & B2B Magazine in
2008, 2009, 2010, 2011, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, & 2024!
Omaha Chamber of Commerce Top 25 – “Excellence in Business Award Winner” based upon our growth and commitment to quality.
***Never a fee to our applicant***
Contact Information
Susie Hemphill
402-334-4800 ext 244
Susie is the leader helping executives in Omaha and Lincoln hire high caliber individuals well positioned for success and happiness within office administration and customer care. Susie specializes in placing executive assistants, office managers, directors of administration, administrative assistants, and important positions within customer care.
Susie understands the significant contribution and positive impact an impressive executive assistant, office manager, and administrative professional makes in a company. Improving the efficiency, organization, and productivity of the top executive or leadership team improves the overall performance of the company because the administrative professional provides the leader with more time to focus on their strengths and most important tasks.
The secret to Susie’s success includes her genuine desire to understand the company, leader, position being filled, and the team which is in need of a new member. Because she cares and is committed to identifying the right match, Susie is diligent while selecting individuals with successful track records and a commitment to quality. Susie shared “I am passionate about helping a leader identify and hire an impressive individual into a position where they can do what they are great at within a company and culture where they can be themselves every day. Life is short and we all deserve to be in a position where we are having fun and fulfilled. I have a lot of fun creating Win / Win / Win outcomes for the leaders who partner with us, to select an individual who loves their new position, and the co-workers who gain a rock star teammate . . . this is important work!”
Susie grew up in Oakland, Iowa; earned her Bachelor’s degree at the University of Nebraska-Lincoln, and her Master’s degree from the University of Nebraska-Omaha. Susie was an educator at Bellevue Public Schools prior to shifting her focus to our family. In the early years, Susie played an important role at Hemphill while focused on administrative support, special projects, and event planning on a part-time basis when her full time focus was caring for four very active children (Camie, Austin, Miles & Carmel). When our children headed off to college and into the work force, Susie shifted her focus to a full time Recruiting Manager position.
Susie is an active member of Westside Church, Executive Women International, and she played a leadership role while launching spousal forum groups within The Entrepreneurs Organization of Nebraska. Susie is an outgoing and ambitious individual who loves engaging with our family and friends. Susie loves cooking with and for our family, playing games, golfing, spending quality time in the Old Market or Haymarket, vacationing, hiking mountains, canyons, or rain forests, swimming in the ocean, skiing, and cheering for the Husker Football, Volleyball or Baseball teams! You might find Susie exercising at the gym, working in the yard, gardening, or playing with our two shih tzu puppies.
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