Nelson Murphy Insurance and Investments · 22 hours ago
Client Relationship Coordinator
Omaha, NE
Full-time
Onsite
Mid, Senior Level
$55K/yr - $72K/yr
5+ years expNelson Murphy Insurance and Investments is seeking a highly organized and proactive professional to join their team as a Client Relationship Coordinator. This role involves delivering exceptional client service, supporting advisors, and maintaining client records while ensuring compliance with company policies.
AdviceFinancial ServicesInsuranceWealth Management
Hiring Manager
Bruce A.
Responsibilities
Serve as a primary point of contact for clients and prospects, scheduling meetings with advisors and assisting with service requests
Prepare and distribute client agendas, statements, proposals, presentations, forms, and other documents
Maintain accurate and up-to-date client records within CRM and workflow systems, ensuring strict confidentiality
Assist with onboarding new clients, including gathering documentation and facilitating account setup
Support advisors in modeling financial plans and preparing client-facing materials
Coordinate with compliance, operations, and internal teams to ensure smooth, efficient service delivery
Act as a liaison between advisors, staff, and clients to support clear and timely communication
Review and route incoming correspondence, including mail, phone calls, and emails
Assist with meeting preparation, agendas, notes, and follow-up action items
Help keep workflows organized and moving forward—no two days are exactly the same
Ensure adherence to internal procedures, regulatory requirements, and company policies
Maintain and update safety policies and assist with periodic checks
Handle sensitive information with professionalism, discretion, and care
Qualification
Required
Strong organizational and time-management skills with the ability to manage multiple priorities
Excellent communication and interpersonal skills with a client-first mindset
Proficiency in Microsoft Office Suite, CRM systems, and office management tools
Familiarity with financial services, investment products, or basic market concepts
High level of professionalism, discretion, and confidentiality
A positive attitude, team-oriented approach, and willingness to learn
Bachelor's degree in Business Administration, Finance, Management, or related field
5+ years of experience in client service or administrative support, preferably in financial services
Preferred
FINRA Series 7 license preferred or willingness to obtain
CFP designation preferred, or willingness to pursue
Benefits
Health, vision, and dental insurance
PTO
Paid holidays
Sick leave
401(k)
Family first culture
Support for professional growth opportunities
Company
Nelson Murphy Insurance and Investments
Nelson Murphy Insurance and Investments offers financial estate planning, insurance, retirement and investment management advisory services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Bob Nelson
Managing Partner
Bruce A.
Managing Partner
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