Top 104062 Client specialist Jobs

Client Onboarding Specialist
Harrison Financial Services —Omaha, NE
- $53,550 - $72,250 a year
- Full-time
- Mid-level
- Office
- US work authorization
Quick Apply
Futures Client Services Specialist (24 hours)-1+ years of futures trading experience required
Ironbeam —Chicago, IL
- $24.04 - $28.85 an hour
- Overnight shift
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
4d
Customs Specialist, Entry Writer
DSV —Atlanta, GA
- $25.48 - $30.69 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Therapy Authorizations and Scheduling Specialist
Wisconsin River Orthopaedics, Ltd —Wisconsin Rapids, WI
- Full-time
- Bilingual
- Microsoft Word
- Customer service
- Health savings account
- Health insurance
Quick Apply
Billing & Collections Specialist
SANDERS ROBERTS LLP —Los Angeles, CA
- $80,000 - $95,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Client Support Specialist
Empeon —Remote
- $70,000 - $90,000 a year
- Product management
- Communication skills
- Entry level
- Flexible schedule
Quick Apply
Fully Remote - Client Benefits Specialist
Dinh Health Solutions —Remote
- $40,000 - $65,000 a year
- Full-time
- Remote
- Sales
- Communication skills
- Entry level
- Health insurance
- Opportunities for advancement
Quick Apply
Customer Support Specialist
HelloTeam —Remote
- Full-time
- Remote
- Computer literacy
- Writing skills
- Business Administration
Quick Apply
Client Relationship Specialist
Contoural, Inc. —Remote
- $65,000 - $80,000 a year
- Full-time
- Remote
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid training
- Health savings account
Quick Apply
Verifications Specialist
Mitratech —Remote
- Remote
- English
- Research
- High school diploma or GED
Quick Apply
Document Production Specialist
Chapman and Cutler LLP —Chicago, IL
- $79,000 - $82,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
9d
Research Admin Specialist II-Coverage Analysis, REMOTE
Huron Consulting Services LLC —Chicago, IL
- Full-time
- Remote
- Mid-level
- 3 years
- Analysis skills
- Dental insurance
Quick Apply
ServiceNow System Administrator (SAMPro)
InSequence Inc. —Remote
- Full-time
- Remote
- Computer Science
- SQL
- Bachelor's degree
- Profit sharing
- Health savings account
Quick Apply
Client Success Specialist
Telegra MD —Richland, WA
- $55,000 - $60,000 a year
- Full-time
- 5 years
- Continuous improvement
- In-person
- Paid time off
Quick Apply
Scheduling Intake Coordinator
IMX Medical Management —Malvern, PA
- $21 - $22 an hour
- Full-time
- Customer service
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Data Entry Specialist
Village Capital & Investment —Henderson, NV
- Full-time
- Office
- Windows
- Communication skills
- Health savings account
- Health insurance
Quick Apply
Policy Specialist
Yoh, A Day & Zimmermann Company —San Francisco, CA
- $38 - $43 an hour
- Contract
- Writing skills
- Mid-level
- Fair chance
- Health savings account
- Disability insurance
Quick Apply
Regulatory Operations Specialist - Contract - Medical
Entegee —Bristol County, MA
- $60 - $66 an hour
- Full-time
- Mid-level
- Office
- Analysis skills
- Commuter assistance
- Disability insurance
Quick Apply
Quality Assurance Specialist 3
Intone Networks —Remote
- $40 an hour
- Contract
- Remote
- Mid-level
- Fingerprint clearance
Online Chat support
Qureos Inc —Washington, DC
- $25 - $34 an hour
- Full-time
- Computer literacy
- Typing
- Communication skills
5d

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Client Onboarding Specialist

Harrison Financial Services
Omaha, NE

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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

client specialist jobs

Client Onboarding Specialist

Futures Client Services Specialist (24 hours)-1+ years of futures trading experience required

Customs Specialist, Entry Writer

Therapy Authorizations and Scheduling Specialist

Billing & Collections Specialist

Client Support Specialist

Fully Remote - Client Benefits Specialist

Customer Support Specialist

Client Relationship Specialist

Verifications Specialist

Document Production Specialist

Research Admin Specialist II-Coverage Analysis, REMOTE

ServiceNow System Administrator (SAMPro)

Client Success Specialist

Scheduling Intake Coordinator

Data Entry Specialist

Policy Specialist

Regulatory Operations Specialist - Contract - Medical

Quality Assurance Specialist 3

Online Chat support

I want to receive the latest job alert for client specialist

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