Client Relationship Coordinator

Nelson Murphy Insurance and Investments Pay Range

This range is provided by Nelson Murphy Insurance and Investments. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$55,000.00/yr - $72,000.00/yr

We are seeking a highly organized, proactive, and detail-oriented professional to join our team as a Client Relationship Coordinator
. This role is ideal for someone who takes pride in delivering exceptional client service, thrives in a fast-paced environment, and enjoys being a key support partner to advisors and teammates.

Our firm values professionalism, collaboration, and attention to detail — while also fostering a positive, supportive, and engaging workplace. If you enjoy meaningful work, strong relationships, and being part of a team that genuinely enjoys working together, this role may be a great fit.

• 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.

• 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.
• FINRA Series 7 license preferred or willingness to obtain.
• CFP designation preferred, or willingness to pursue.

• Full-time, in-office position based in Omaha, NE
  .
• Standard hours fall between 7:00 AM – 6:00 PM
  , with occasional flexibility as needed.
• Prolonged periods of sitting and computer work.
• Ability to lift up to 15 pounds occasionally.
• $55,000–$72,000 base, commensurate with experience, with additional compensation increases tied to achieving Series 7 and/or additional certifications.
• We offer a competitive benefits package including health, vision, and dental insurance; PTO, paid holidays, and sick leave; 401(k); family first culture; and support for professional growth opportunities.

We believe in investing in our people. This role offers meaningful opportunities for training, skill development, and long-term growth within the organization. Many team members build lasting careers here.

We are an equal opportunity employer and value diversity. All employment decisions are made without regard to protected characteristics.

Please submit a resume and optional cover letter. Selected candidates will be contacted for next steps.