Client Services Specialist - Concierge

Omaha, NE, USA|Onsite

Job Overview

Employment Type

Full-time

Compensation

Type:

Hourly

Rate:

Range $16.00 - $22.00

Benefits

Health Insurance

Dental Insurance

Paid Time Off

Retirement plan options

Professional development opportunities

collaborative work environment

Equal opportunity employer

Job Description

MOHR Talent is a distinguished staffing and recruiting firm committed to connecting exceptional talent with leading employers across various industries. Known for its personalized approach and deep market expertise, MOHR Talent partners with companies to find the right fit for their teams, ensuring mutual success and growth. The firm prides itself on fostering meaningful relationships with both clients and candidates, emphasizing a values-driven culture that supports diversity, equity, and inclusion.

This open position is for a Client Services Specialist - Concierge based in Omaha, NE. This is a full-time role with a structured Monday through Friday schedule. The posi... Show More

Job Requirements

High school diploma or GED
2+ years of experience in financial services, banking, or client operations
Strong communication and active listening skills
Comfort with systems and technology
Willingness to undergo training
Series 7 preferred or willingness to obtain
Ability to work Monday through Friday on a structured schedule

Job Qualifications

2+ years of experience in financial services, banking, or client operations
Strong communication, active listening, and a passion for helping others
Comfort with systems and technology
High school diploma or GED required
Bachelor’s degree preferred
Series 7 preferred or willingness to obtain
Retirement planning knowledge is a plus

Job Duties

Be the primary point of contact for a group of financial advisor firms
Provide outstanding service by answering 35-40 calls and 10 emails daily related to account maintenance, cost basis, transfers, and retirement plans
Build strong relationships and deliver efficient resolutions through training and proactive support
Navigate advisor platforms and systems (training provided)
Work collaboratively with internal departments and custodians
Track all client interactions through Salesforce
Maintain accurate records of client communications and follow-ups

Job Location

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