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Client Service Manager - Impressive Wealth Mgmt. Firm - Excellent Compensation HEMPHILL EXCLUSIVE
One of the region’s most successful wealth management firms is adding another key employee to their team due to consistent year-over-year growth! Their secret to success is simple, go above and beyond to provide unmatched client satisfaction while delivering excellent financial returns. Their commitment to these two priorities continues to produce client loyalty and significant referrals from happy customers who refer friends and family who continue to invest more, so this impressive team needs help taking care of their expanding client base!
In this position, you will feel good about your contribution to the excellent reputation while creating raving fans and referrals which continues to propel the firm to record growth!
The leadership team, and all members of the company know the firm’s success is tied almost exclusively to the high caliber team they have hired, developed, and retained. They are proud of their success, reputation, and culture that mentors, encourages, celebrates and rewards team members who create their success.
In this position you will:
- Work closely with new clients who are opening and funding new accounts.
- Partner with current clients who are opening and funding new accounts for themselves, family members, or beneficiaries.
- Work with clients who are transferring accounts from other firms into new or existing accounts.
- Processing transactions while ensuring all goals are achieved.
- Working with clients who are making changes (adding or changing beneficiaries, transferring or making distributions etc.).
- Upload client statements into portfolio analyzer software.
- Assisting clients who have questions or need assistance with account set up or access.
- Maintain accurate and up-to-date client records, contact information, and transaction history.
- Work collaboratively with team members and departments to ensure prompt resolution of client questions or issues.
- Identify opportunities for improvement, then work with the team to improve systems, processes, and overall efficiency.
Enjoy excellent compensation, a vibrant culture, excellent mentoring and the opportunity for continued career growth based upon your performance and goals. Excellent benefits, casual work attire, flexible PTO, free parking, and a generous 401k match.
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 9174SH
The Right Match - The First Time
Your Confidentiality is Our Priority; Hemphill will NOT Forward Your Resume Without Your Approval.
To see all Hemphill job postings go to www.hemphillsearch.com
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!
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***
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!
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.