Client Services Associate

Job DescriptionAbout Bellwether WealthWe are building more than a financial advisory firm—we’re building one of the premier wealth management firms in the Midwest. Recognized as one of the fastest-growing Registered Investment Advisor (RIA) firms in the country, our team combines sophisticated investment research, financial planning, and exceptional client service to help successful families make better financial decisions. At Bellwether Wealth, we believe outstanding investment advice deserves an equally outstanding client experience. You will work alongside professionals who value integrity, continuous improvement, and collaboration, with ample opportunities to grow as our firm continues its rapid expansion.The Role: Help Deliver an Exceptional Client ExperienceOur Client Service Associate is often the first person a client interacts with, playing a critical role in building confidence, trust, and lasting relationships. We are seeking an organized, detail-oriented professional who thrives in a fast-paced environment and genuinely enjoys helping people. This is a full-time, in-office position located in Lincoln, Nebraska.What You’ll DoAs a key member of our client service team, you will:Deliver White-Glove Service: Provide an elite level of care and attention to clients and their families.Support Meeting Prep: Prepare all necessary meeting documentation, proofread and edit materials, and review entire client packets with the internal team prior to client meetings.Onboard New Clients: Guide families seamlessly through the onboarding process from start to finish.Manage Account Operations: Process account openings, transfers, money movements, beneficiary changes, and account maintenance.Oversee Custodial Activity: Manage Schwab account activity, alerts, and Required Minimum Distributions (RMDs).Coordinate Specialized Needs: Handle tax and estate documentation and collaborate with our network of attorneys and tax professionals.Optimize Operations: Maintain accurate records and workflows within our CRM while proactively reaching out to clients to keep them connected.Support Advisors: Manage administrative tasks so our advisory team can focus entirely on planning and investment advice.Is This Role the Right Fit for You?Great hiring ads don't just attract talent—they help the wrong people opt out. We want to ensure this role aligns perfectly with your professional strengths, working environment preferences, and style.This position is probably a great fit if you...Thrive in a collaborative, dedicated in-office team environment.Naturally notice details and small errors that others miss.Feel personally responsible for following through on your commitments.Genuinely enjoy serving and communicating with high-net-worth clients.Take immense pride in getting things right the very first time.Constantly look for ways to improve systems and make processes better.This position probably IS NOT a good fit if you...Are looking for a remote or hybrid work schedule.Prefer a rigid routine over solving new, dynamic problems.Become easily overwhelmed when priorities change rapidly.Rush through tasks at the expense of data accuracy.Need constant direction or micro-management to stay organized.View client service as simply processing paperwork rather than building a relationship.REQUIRED QUALIFICATIONS5+ years of experience in wealth management, brokerage, or financial servicesDemonstrated experience supporting high-net-worth clientsProven ability to deliver a high-touch, concierge-level client experienceStrong communication and relationship management skillsHigh attention to detail with the ability to manage multiple prioritiesExperience working with CRM and wealth management systemsAbility to work on-site in Lincoln, NebraskaPreferred QualificationsIndustry Experience: wealth management, insurance, and brokerage operations.Platform Knowledge: Familiarity with Schwab Advisor Center, Orion middleware platform, and e-Money planning softwareTech Stack: Experience using Practifi or Salesforce CRM systems, Microsoft Office, and DocuSign.Core Skills: Exceptional clear and professional communication, ability to prioritize multiple tasks simultaneously, and a highly collaborative team mindset.Education: A degree in business, finance, communications, or a related field is preferred; relevant experience in client or account service can substitute.How to ApplyIf you match the "great fit" description above and want to build a career with a premier, fast-growing Midwest firm, we want to hear from you so please submit your resume.COMPENSATION & BENEFITSWe offer a competitive compensation package commensurate with experience, including:Base salaryAnnual performance-based bonusBenefits for full-time employeesPaid Time Off and firm holidays