Top 18645 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
Non-Retail Pharmacy Technician (Amber Specialty Pharmacy)
Amber Specialty Pharmacy —Omaha, NE
- $20 - $24 an hour
- Full-time
- Background check
- Microsoft Outlook
- Basic math
- Paid training
- Paid holidays
7d
Operational Quality Assurance Specialist
Centese, Inc. —Omaha, NE
- $25 - $28 an hour
- Full-time
- Criminal background check
- US work authorization
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Quality and SQF Packaging Coordinator
Omaha Industries —Omaha, NE
- From $25 an hour
- Full-time
- Microsoft Excel
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
7d
Host
Culinary Dropout —Omaha, NE
- $15 - $18 an hour
- Part-time
- Cash register
- US work authorization
- Cleaning
- Health insurance
- Dental insurance
9d
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
Membership Clerk
Costco Wholesale Corporation —La Vista, NE
- Entry level
- AD&D insurance
- Employee stock purchase plan
Front Desk/ Service Assistant
Ooh de Lally —Omaha, NE
- $18 - $24 an hour
- Part-time
- Bar
- Training & development
- Restaurant
- Paid time off
- Employee discount
Quick Apply
Merchandise and Stocking Associate
Sam's Club —Omaha, NE
- $19 - $27 an hour
- High school
- Sales
- Merchandising
- Paid jury duty
- Disability insurance
Front Desk Associate
COMFORT SUITES WEST OMAHA —Omaha, NE
- From $15 an hour
- 8 hour shift
- Hospitality
- Hotel
- Accounting
Quick Apply
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
Bookkeeper
Hollywood Candy —Omaha, NE
- $25 - $35 an hour
- Part-time
- Mid-level
- GAAP
- QuickBooks
- Paid training
- Employee discount
Quick Apply
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
Product Repairer
Nebraska Furniture Mart —Omaha, NE
- $18.77 - $22.80 an hour
- Weekends as needed
- Microsoft Outlook
- Sales
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
7d
Member Host & Sales Associate
Scissors & Scotch —Omaha, NE
- Bar
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Member Host & Sales Associate
Scissors & Scotch —Omaha, NE
- Bar
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Financial Customer Associate - Omaha / Lincoln, NE area ONLY
Fidelity Investments —Omaha, NE
- Overtime
- High school diploma or GED
- 1 year
- Communication skills
- 401(k)
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
Count Room Specialist (NE)
JJVG of Nebraska, LLC —Omaha, NE
- Weekends as needed
- Customer service
- Computer literacy
- Office
Jimmy John's Delivery Driver-Oakview
Jimmy John's Sandwiches —Omaha, NE
- $15 - $30 an hour
- Part-time
- Clean driving record
- Customer service
- No background check
- Paid training
- Health insurance
Quick Apply

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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

Non-Retail Pharmacy Technician (Amber Specialty Pharmacy)

Operational Quality Assurance Specialist

Quality and SQF Packaging Coordinator

Host

Library Assistant

Membership Clerk

Front Desk/ Service Assistant

Merchandise and Stocking Associate

Front Desk Associate

Executive Assistant

Bookkeeper

Support Team Specialist

Product Repairer

Member Host & Sales Associate

Member Host & Sales Associate

Financial Customer Associate - Omaha / Lincoln, NE area ONLY

Financial Customer Service Representative

Count Room Specialist (NE)

Jimmy John's Delivery Driver-Oakview

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

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