Top 20775 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
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
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
14d
Accounts Payable/Receivable Coordinator
Hy-Vee, Inc. —Omaha, NE
- Full-time
- Background check
- Microsoft Outlook
- Pass drug screening
- Paid holidays
9d
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
Stocker
Costco Wholesale Corporation —La Vista, NE
- Merchandising
- Warehouse
- Entry level
- AD&D insurance
- Employee stock purchase plan
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
Parts Delivery Driver
Edwards Chrysler Dodge Jeep Ram Fiat Village Pointe —Omaha, NE
- Dealership
- Driver's License
- Communication skills
Quick Apply
Amazon DSP Delivery Driver
RouteMaster Logistics Corp —Omaha, NE
- $21.75 - $22.00 an hour
- Weekends as needed
- Pass drug screening
- No experience needed
- English
- Travel reimbursement
- Paid training
Quick Apply
Payroll Clerk
Costco Wholesale Corporation —La Vista, NE
- OSHA
- Entry level
- AD&D insurance
- Employee stock purchase plan
Membership Clerk
Costco Wholesale Corporation —La Vista, NE
- Entry level
- AD&D insurance
- Employee stock purchase plan
Investigations Analyst (Entry Level)
Omaha National —Omaha, NE
- Bachelor of Science
- No experience needed
- Research
- Paid parental leave
- 401(k)
Inventory Auditor
Costco Wholesale Corporation —La Vista, NE
- Entry level
- AD&D insurance
- Employee stock purchase plan
Appointment Scheduler
CHI Health Clinic —Omaha, NE
- $16.42 - $23.19 an hour
- Extended hours
- Mid-level
- Clinic
- 2 years
Library Assistant
City of Ralston —Ralston, NE
- $17 - $18 an hour
- Part-time
- Office
- High school diploma or GED
- Driver's License
Quick Apply
3d
Receiving Clerk
Costco Wholesale Corporation —La Vista, NE
- Entry level
- AD&D insurance
- Employee stock purchase plan
Donation Attendant
Thrift World —Omaha, NE
- $17 an hour
- Weekends as needed
- Background check
- 18 years or older
- 11+ years
- Health insurance
- Dental insurance
Quick Apply
Joy Creator
Nothing Bundt Cakes #248 —Omaha, NE
- $15 - $18 an hour
- Full-time
- Bakery
- Entry level
- 401(k)
- Paid time off
Quick Apply
Morning / Afternoon Barista Position
Scooters Coffee —Omaha, NE
- From $17 an hour
- Part-time
- Entry level
- Under 1 year
- Free parking
- Tuition reimbursement
Quick Apply

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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

Omaha Police Department - Entry-level

Operational Quality Assurance Specialist

Inside Telesales Representative

Accounts Payable/Receivable Coordinator

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

Stocker

Financial Customer Service Representative

Parts Delivery Driver

Amazon DSP Delivery Driver

Payroll Clerk

Membership Clerk

Investigations Analyst (Entry Level)

Inventory Auditor

Appointment Scheduler

Library Assistant

Receiving Clerk

Donation Attendant

Joy Creator

Morning / Afternoon Barista Position

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

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