Wealth Partners – Omaha NE

We are seeking a highly organized and detail-oriented individual to support a fast-paced financial planning office in Omaha, NE. As a member of the Client Concierge team, one will play a vital role in supporting the office structure by serving as the director of first impressions for the office. This position requires a high level of interpersonal and organizational skills, along with strong attention to detail. Responsibilities and time allocation may change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Essential Skills:

• Strong organizational skills and attention to detail
• Excellent verbal and written communication abilities
• Polite, professional and clear phone manner
• Ability to follow processes and procedures
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
• High comfort level with technology
• Ability to multitask and manage time effectively in a fast-paced environment
• High level of professionalism and a positive attitude
• Ability to work both independently and as part of a team

Key Responsibilities:

• Answer incoming calls and questions, route phone calls accordingly
• Ensure office space remains neat and tidy, restock office supplies as needed
• Maintain schedule of office use
• Warmly welcome clients into the office
• Conduct general office administrative work including receiving mail, working with building management, copying/scanning documents, supporting advisors and the operations team with requests

Confidentiality: Handle sensitive information with discretion, ensuring compliance with company privacy policies and regulations.

What are additional details of a Client Concierge?

While this is a full-time role, we will consider part-time for the right candidate. The hours for this position are:

• Monday-Thursday: 8:00am-5:00pm (CST)
• Friday: 8:00am-3:00pm (CST)
• This is a fully in-office position (no remote option available)
• Professional business attire is expected for this position

Salary and Benefits:

• Competitive salary based on experience and qualifications
• Paid time off, in addition to paid holiday time (tied to federal holiday schedule)
• 401(k) match up to 4%, with a Roth 401(k) option available
• Health, dental, and vision insurance
• Option to enroll in a Health Savings Account

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.

Full time