Top 20704 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
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
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
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
Storage Facility Manager
Armor Storage —Omaha, NE
- $17 - $20 an hour
- Full-time
- Background check
- Sales
- Customer service
- Disability insurance
- Health 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
Admin Clerk
Confidential —Omaha, NE
- $19 - $22 an hour
- Weekends as needed
- Microsoft Outlook
- Dealership
- Administrative experience
- Health savings account
- Paid holidays
Quick Apply
Count Room Specialist (NE)
JJVG of Nebraska, LLC —Omaha, NE
- Weekends as needed
- Customer service
- Computer literacy
- Office
Dental Patient Coordinator/Receptionist
The Tooth Doc Family Dentistry —Omaha, NE
- $18 - $20 an hour
- Full-time
- Dental office
- Customer service
- Medical office experience
- Paid training
- Health savings account
Quick Apply
Bookkeeper
Hollywood Candy —Omaha, NE
- $25 - $35 an hour
- Part-time
- Mid-level
- GAAP
- QuickBooks
- Paid training
- Employee discount
Quick Apply
Non-Medical Companion Caregiver for the Elderly **Flexible Shift**
Touching Hearts at Home Omaha Ne. —Omaha, NE
- $16 - $17 an hour
- Part-time
- Background check
- English
- Driver's License
- Paid training
- Mileage reimbursement
Quick Apply
Servers/Baristas/Hosts
Le Peep Restaurants of Omaha —Omaha, NE
- $15 - $25 an hour
- Part-time
- Serving
- Customer service
- High school diploma or GED
- Employee discount
- Flexible schedule
Quick Apply
Inspector Packer 1st Shift
Airlite Plastics Co. —Omaha, NE
- Full-time
- Computer literacy
- Organizational skills
- Entry level
- Disability insurance
- Health insurance
10d
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
1d
Delivery Drivers Wanted Starting pay $21.75
KMA+ Logistics (DSP) Delivery Service Partner —Omaha, NE
- $21.75 an hour
- 8 hour shift
- Background check
- Ability to lift 50 pounds
- Driver's License
- Paid training
- Health insurance
Quick Apply
Delivery Driver
Amazon DSP —Omaha, NE
- $21.75 - $26.75 an hour
- 8 hour shift
- Pass drug screening
- Ability to lift 50 pounds
- Driver's License
- Paid training
- Health insurance
Quick Apply
Server | Memoir
Flagship Restaurant Group —Omaha, NE
- Part-time
- Entry level
- Dental insurance
- Paid time off
Quick Apply
8d
Retail Associate - Inventory
Retail Services WIS Corporation —Omaha, NE
- $16 - $18 an hour
- Part-time
- 18 years or older
- Customer service
- Ability to walk for extended periods
- Travel reimbursement
- Paid training
Quick Apply
10d
Retail Production Associate
Thrift World —Omaha, NE
- $15.50 an hour
- Full-time
- Merchandising
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Leasing Specialist
Elevate Living —Omaha, NE
- Online Application
- Sales
- Residential
- High school diploma or GED
- Health savings account
- Paid holidays
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 Omaha, NE

Client Onboarding Specialist

Field Appointment Setter

Operational Quality Assurance Specialist

Omaha Police Department - Entry-level

Storage Facility Manager

Financial Customer Service Representative

Admin Clerk

Count Room Specialist (NE)

Dental Patient Coordinator/Receptionist

Bookkeeper

Non-Medical Companion Caregiver for the Elderly Flexible Shift

Servers/Baristas/Hosts

Inspector Packer 1st Shift

Administrative/Development Assistant

Delivery Drivers Wanted Starting pay $21.75

Delivery Driver

Server | Memoir

Retail Associate - Inventory

Retail Production Associate

Leasing Specialist

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

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