Back to Hemphill Team postings
Client Service Specialist, Successful Wealth Management Firm in Lincoln - HEMPHILL EXCLUSIVE
An impressive wealth management firm located in Lincoln is adding another Client Service Specialist to their team due to tremendous growth and success. This organization has excellent leadership and is built on the key principles of integrity, hard work and reputation matters. The culture is upbeat and positive where team members work towards a shared goal and eagerly go the extra mile to support one another.
This is a very important and key role within the organization providing quality service, and care to high net worth clients.
- Work with clients while opening accounts, gathering essential information with an understanding of the client’s funding method, and meticulously verifying the accuracy and completeness of all required documents and forms.
- Provide ongoing client support by assisting with account maintenance, which includes managing account updates, address and beneficiary changes, processing withdrawals and wires.
- Track and efficiently process Required Minimum Distributions (RMDs) for client retirement accounts ensuring compliance with IRS guidelines and client-specific requirements.
An individual with a can-do attitude, initiative and commitment to quality will thrive in this important position within this excellent firm! It is preferred that the individual has industry related experience.
This opportunity has many benefits including a beautiful office, free underground parking, medical, vision, dental, 401k, and unlimited PTO.
Excellent Salary + Annual Bonus, Health, Vision, Dental, 401k, Unlimited PTO
To learn more about this opportunity on a confidential basis, call Susie Hemphill at 402.334.4800 *244 or send your resume to shemphill@hemphillsearch.com. Job Number 9248SH
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.