Top 18572 Jobs in Ralston, NE

Client Onboarding Specialist
Harrison Financial Services —Omaha, NE
- $53,550 - $72,250 a year
- Full-time
- Mid-level
- Office
- US work authorization
Quick Apply
Admin Clerk
Confidential —Omaha, NE
- $19 - $22 an hour
- Weekends as needed
- Microsoft Outlook
- Dealership
- Administrative experience
- Health savings account
- Paid holidays
Quick Apply
Semiconductor Analytical Systems Scientist (Omaha, NE)
Elemental Scientific Inc —Omaha, NE
- Full-time
- US work authorization
- Computer skills
- In-person
- Health savings account
- Health insurance
Quick Apply
Field Appointment Setter
Everlight Solar —Omaha, NE
- From $80,000 a year
- Full-time
- Background check
- 18 years or older
- No experience needed
- Opportunities for advancement
Quick Apply
Project Manager
Detego Health —Omaha, NE
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Agile
- Health insurance
- Dental insurance
Quick Apply
Stocker
Costco Wholesale Corporation —La Vista, NE
- Merchandising
- Warehouse
- Entry level
- AD&D insurance
- Employee stock purchase plan
Bookseller
Half Price Books —Omaha, NE
- $16.00 - $21.01 an hour
- Part-time
- Communication skills
- Entry level
- Paid holidays
- Health insurance
Quick Apply
2d
AI Training Generalist (No Prior Experience Needed) - Freelance AI Trainer Project
Meridial —Omaha, NE
- $20 an hour
- Remote
- No experience needed
- US work authorization
- Entry level
Library Assistant
City of Ralston —Ralston, NE
- $17 - $18 an hour
- Part-time
- Office
- High school diploma or GED
- Driver's License
Quick Apply
10d
Executive Assistant
Midwest Gastrointestinal Associates —Omaha, NE
- $23 - $32 an hour
- Overtime
- Microsoft Outlook
- Marketing
- Customer service
- Health savings account
- Health insurance
Quick Apply
5d
Financial Customer Associate - Omaha / Lincoln, NE area ONLY
Fidelity Investments —Omaha, NE
- Overtime
- High school diploma or GED
- 1 year
- Communication skills
- 401(k)
Support Team Specialist
FireSprint —Omaha, NE
- From $18 an hour
- Full-time
- Customer service
- Research
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
8d
Bookkeeper
Hollywood Candy —Omaha, NE
- $25 - $35 an hour
- Part-time
- Mid-level
- GAAP
- QuickBooks
- Paid training
- Employee discount
Quick Apply
Bookkeeper - AI Trainer
DataAnnotation —Omaha, NE
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Animal Kennel Manager
Paddington Station —Bellevue, NE
- $50,000 - $60,000 a year
- Full-time
- Sales
- Mid-level
- Paid time off
- Employee discount
Quick Apply
Dog Daycare Attendant
ComeSitStay —Omaha, NE
- From $15 an hour
- Part-time
- Cleaning
- Entry level
- Paid training
- On-the-job training
Quick Apply
13d
Financial Customer Service Representative
Pacific Life —Omaha, NE
- $26 - $28 an hour
- Full-time
- Hybrid work
- Research
- Office
- Bachelor's degree
- Paid training
- Paid parental leave
Administrative/Development Assistant
Servants of Mary —Omaha, NE
- $22 - $26 an hour
- Full-time
- Background check
- Google Workspace
- Customer service
- Health insurance
- Dental insurance
Quick Apply
8d
Delivery Driver - Amazon Packages | Blink Logistics
Blink Logistics —Papillion, NE
- From $21.75 an hour
- Weekends as needed
- Pass drug screening
- Driver's License
- 21 years or older
- Paid training
- Health insurance
Quick Apply
Count Room Specialist (NE)
JJVG of Nebraska, LLC —Omaha, NE
- Weekends as needed
- Customer service
- Computer literacy
- Office

I want to receive the latest job alert for jobs in Ralston, NE

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Jobs jobs near Ralston, NE

Client Onboarding Specialist

Harrison Financial Services
Omaha, NE

Quick Apply

Job Details

Full-time
$53,550 - $72,250 a year

Qualifications

Investment
Customer communication
Regulatory compliance
Client database systems
Attention to detail
Industry knowledge of financial regulations
Organizational skills
CRM system proficiency
Productivity software
Life & Health Insurance License
Cross-functional communication

Full Job Description

About Harrison Financial Services

Harrison Financial Services is a premier private wealth management firm in Omaha, dedicated to serving high-capacity families. We go beyond standard investment management, offering a sophisticated, comprehensive approach to wealth preservation, multi-generational planning, and complex risk management. Our team operates with a "client-first" mentality, providing family office services backed by institutional-grade talent.

The Role

The Client Onboarding Specialist is responsible for managing the onboarding process for new clients for the firm. This role requires strong knowledge of insurance and investment accounts, excellent communication skills, and the ability to coordinate with external parties to fulfill client needs.

General Responsibilities:

Serve as the primary point of contact for clients during the onboarding process, addressing any questions or concerns.
Lead the client onboarding process, ensuring a seamless and efficient experience for new clients.
Coordinate with client to ensure completion and accuracy of client documentation.
Coordinate with internal teams to open insurance and investment accounts for clients, ensuring compliance with regulatory requirements.
Collaborate with external parties (outside lines), such as insurance carriers to fulfill client needs and execute transactions.
Liaise with insurance underwriters to obtain rates and resolve client inquiries or issues.
Coordinate with investment team to facilitate account transfers, trades, and other investment-related transactions.
Collaborate with technology team to ensure provisions are set-up for clients to access accounts via client account portal.
Facilitate the transition to the client service team once account requirements have been fulfilled and accounts are active.
Proactively identify opportunities to enhance the onboarding process and improve client satisfaction.
Maintain accurate and up-to-date client records in CRM.
Collaborate with the Client Service team to ensure a seamless transition from onboarding to ongoing client support.

Role Requirements

Strong knowledge of insurance and investment accounts.
Demonstrated understanding of regulatory requirements.
Excellent communication skills, with the ability to effectively communicate complex information to clients and internal teams.
Strong attention to detail and organizational skills.
Ability to work independently and effectively priorities tasks in a fast-paced environment.
Proficiency in Microsoft Office suite and CRM.

Job Type: Full-time

Pay: $53,550.00 - $72,250.00 per year

Application Question(s):

Do you have 2-4 years experience in financial services?

License/Certification:

Life Insurance License (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

jobs in Ralston, NE

Client Onboarding Specialist

Admin Clerk

Semiconductor Analytical Systems Scientist (Omaha, NE)

Field Appointment Setter

Project Manager

Stocker

Bookseller

AI Training Generalist (No Prior Experience Needed) - Freelance AI Trainer Project

Library Assistant

Executive Assistant

Financial Customer Associate - Omaha / Lincoln, NE area ONLY

Support Team Specialist

Bookkeeper

Bookkeeper - AI Trainer

Animal Kennel Manager

Dog Daycare Attendant

Financial Customer Service Representative

Administrative/Development Assistant

Delivery Driver - Amazon Packages | Blink Logistics

Count Room Specialist (NE)

I want to receive the latest job alert for jobs in Ralston, NE

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected