Top 18822 Jobs in Omaha, 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
Omaha Police Department - Entry-level
City of Omaha, NE —Omaha, NE
- Up to $110,260 a year
- 8 hour shift
- Background check
- Writing skills
- High school diploma or GED
- Health savings account
- Paid holidays
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
9d
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
Fluidics Assembly Technician
Elemental Scientific Inc —Omaha, NE
- Full-time
- High school diploma or GED
- Continuous improvement
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Robotics Warehouse Associate
Amazon Warehouse —Omaha, NE
- $19.25 - $20.75 an hour
- Overtime
- 18 years or older
- Military encouraged
- Entry level
- Flextime
- On-the-job training
7d
Micro Kitchen Attendant / Driver Union
ISS —Omaha, NE
- $27.10 an hour
- Monday to Friday
- 18 years or older
- Merchandising
- Driver's License
Quick Apply
10d
Library Specialist
City of Omaha, NE —Omaha, NE
- $22.95 an hour
- Part-time
- Computer literacy
- Writing skills
- Driver's License
- Vision insurance
- Flexible schedule
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
Inside Telesales Representative
Better Business Bureau —Omaha, NE
- $55,000 - $75,000 a year
- Full-time
- Hybrid work
- Office
- High school diploma or GED
- Business development experience
- Paid training
- Paid holidays
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
8d
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
11d
Redstone Community Relations Representative
Nebraska Hospital —Papillion, NE
- Full-time
- Marketing
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Animal Kennel Manager
Paddington Station —Bellevue, NE
- $45,000 - $60,000 a year
- Full-time
- Sales
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Hands on Bookkeeper – $65-75k, Locally Owned Central Omaha Business
Elevate Search Partners —Omaha, NE
- $30 - $40 an hour
- Full-time
- Office
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
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
Data Entry Specialist
MyStaff Inc —Omaha, NE
- Contract
- Office
- Administrative experience
- Typing
Quick Apply
2d
Count Room Specialist (NE)
JJVG of Nebraska, LLC —Omaha, NE
- Weekends as needed
- Customer service
- Computer literacy
- Office
Personal Banker/Teller Position
First Nebraska Credit Union —Omaha, NE
- $18 - $19 an hour
- Full-time
- Sales
- Office
- Computer skills
- Health insurance
- Dental insurance
Quick Apply
Entry-Level Laboratory Technician
Noll Human Resource Services —Omaha, NE
- $18 an hour
- Overtime
- High school diploma or GED
- US work authorization
- Cleaning
- Profit sharing
- Health insurance
Quick Apply

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Jobs jobs near Omaha, 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 Omaha, NE

Client Onboarding Specialist

Omaha Police Department - Entry-level

Quality and SQF Packaging Coordinator

Field Appointment Setter

Fluidics Assembly Technician

Robotics Warehouse Associate

Micro Kitchen Attendant / Driver Union

Library Specialist

Operational Quality Assurance Specialist

Inside Telesales Representative

Executive Assistant

Support Team Specialist

Redstone Community Relations Representative

Animal Kennel Manager

Hands on Bookkeeper – $65-75k, Locally Owned Central Omaha Business

Financial Customer Service Representative

Data Entry Specialist

Count Room Specialist (NE)

Personal Banker/Teller Position

Entry-Level Laboratory Technician

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