Honkamp Krueger & Co., P.C.
  • Omaha, NE, USA
  • Full Time

HK Financial Services (HKFS), a top 100 wealth manager, (Forbes, 2015) is seeking a client relationship manager to monitor account investments in the Omaha territory.

Responsibilities may include:

  • General administrative duties
  • Deepen relationships with current client base
  • Assist financial planning consultants with monitoring portfolio investments
  • Proactively identify and resolve client issues
  • Ensure accounts are properly invested
  • Manage Investment Policy Statement (IPS) database
  • Perform research pertaining to client and/or financial planning consultant requests
  • Partner effectively both internally and externally

Requires:

  • Bachelor's degree
  • At least 3 years of wealth management experience
  • Supervisory experience preferred 
  • Willing to take Finra licensing exams

What does a career with HK mean exactly? Check out our video at https://youtu.be/FHOS25wjWXg

We offer a competitive wage, benefits package, and advancement opportunities. EOE





Honkamp Krueger & Co., P.C.
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