Client Experience & Operations Associate

Job Description

Job Description

Company Description

Nelson Murphy Insurance & Investments is a trusted and professional wealth advisory firm based in Omaha, NE. We pride ourselves on fostering long-term relationships built on trust, providing personalized financial solutions to meet the unique needs of families and businesses. Our services include wealth management, financial and retirement planning, insurance, and investment management, helping clients achieve their financial goals. With a client-focused philosophy, we deliver tailored strategies to simplify complex financial matters and ensure peace of mind. Our team of dedicated professionals works collaboratively to deliver exceptional service and results through the "NMII way" of doing business.

Role Description

The Client Experience & Operations Associate (CEOA) serves as the first point of contact for clients and visitors while providing essential support to the Office Manager and the Client Relationship Team. This role manages front-desk responsibilities, phone intake, appointment scheduling, and administrative tasks, while assisting with basic compliance, bookkeeping, and office coordination.

The CEOA also acts as the firm’s “Dreamweaver,” creating thoughtful, memorable client experiences through personalized gestures, hospitality, and attention to detail that reinforce long-term relationships. Success in this role requires exceptional organizational skills, a service-oriented mindset, and the ability to balance reception, administrative, and operational responsibilities to ensure seamless client experience and a well-run office.

This is a fully in-office position. We are open to candidates seeking 30–40 hours per week. Standard hours fall between 8:00 AM - 6:00 PM, with occasional flexibility as needed.

Essential Duties and Responsibilities

Reception & Client Experience

• Greet and welcome clients and visitors with warmth, professionalism, and attentiveness.
• Answer and route all incoming calls and inquiries appropriately.
• Maintain a clean, organized, and welcoming reception and office environment.
• Support annual client review scheduling, calendar management, and conference room bookings..
• Serve as the firm’s “Dreamweaver,” creating meaningful client moments (milestones, anniversaries, sympathy gestures, retirement celebrations, etc.) through cards, gifts, and personalized touches.

Administrative & Business Operations Support

• Assist the Office Manager with basic operational tasks including report downloads, bookkeeping support, and document organization.
• Run and prepare reports for bookkeeping and internal tracking.
• Submit documents to compliance and assist with tracking approvals for firm communications and materials ensuring brand consistency.
• Handle incoming and outgoing mail, packages, and deliveries.
• Support data entry and document management (electronic and physical).
• Support internal and external event planning.

Office Management Support

• Coordinate office maintenance, vendors, and repairs as needed.
• Assist with office security and safety procedures.
• Monitor office supplies and place orders as necessary.

Team Support

• Provide backup support to Client Relationship Coordinators and Client Service Support Coordinators as needed.
• Assist with firm initiatives and special projects.
• Collaborate with team members to improve administrative processes and client experience standards based on satisfaction tracking.

Required Skills & Abilities

• Strong communication and interpersonal skills with a hospitality-focused mindset.
• Highly organized with strong attention to detail.
• Ability to multitask and prioritize in a fast-paced environment.
• Professional demeanor with a warm, service-oriented approach.
• High integrity and discretion when handling sensitive information.
• Proficiency in Microsoft Office and standard office equipment.
• Ability to learn new technology tools to improve processes as a team.
• Comfort working with basic reports, systems, and administrative tools.
• Interest in creating thoughtful client experiences and meaningful connections.

Education and Experience

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• 3–5+ years of experience in reception, administrative support, or client service (financial services experience preferred).

Physical Demands, Work Environment, and Location

• Full time, in-office position based in Omaha, NE.
• Standard hours fall between 8:00 AM - 6:00 PM, with occasional flexibility as needed.
• We are open to candidates seeking 30–40 hours per week, with some scheduling flexibility.
• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 pounds occasionally.

Professional Growth

• Build expertise in client service, office operations, and workflow management.
• Opportunity to advance into Client Relationship or Operations roles.
• Participate in special projects and process improvements to broaden skills.
• Learn from mentorship and hands-on experience to grow responsibilities and impact.

Compensation & Benefits:

$18.00/hour - $25.00/hour, commensurate with experience.

We offer 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. Benefit eligibility may vary for candidates seeking less than 40 hours per week.

Equal Opportunity Employer:

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

Application Process:

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