Top 49 Desk specialist Jobs in Omaha, Ne

529 Shareholder Services Specialist II
Ultimus Fund Solutions —Omaha, NE
- Full-time
- Mid-level
- 3 years
- Finance
- Retirement plan
Quick Apply
Asset Management Specialist
Elevate Living —Omaha, NE
- Online Application
- Background check
- Microsoft Excel
- High school diploma or GED
- Health savings account
- Health insurance
Quick Apply
Healthcare Recruiter
Prime Time Healthcare —Elkhorn, NE
- $41,600 - $250,000 a year
- Full-time
- Background check
- Sales
- Writing skills
- Paid parental leave
- Health savings account
Quick Apply
Healthcare Staffing Recruiter
getMed Staffing —Omaha, NE
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Opportunities for advancement
Quick Apply
SCITLS Client Services Support Specialist
General Dynamics Information Technology —Offutt AFB, NE
- $28.05 - $37.95 an hour
- Full-time
- 7 years
- Mid-level
- High school diploma or GED
- Paid holidays
- 401(k) matching
Part-Time Doorstep Trash Collection Specialist - Nights
Valet Living LLC —La Vista, NE
- $16 - $19 an hour
- Part-time
- 18 years or older
- Ability to climb stairs
- Ability to lift 50 pounds
- Referral program
Quick Apply
Help Desk Operations Specialist
CACI —Omaha, NE
- $49,200 - $100,900 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
3d
Help Desk Specialist
Alliant Insurance Services —Omaha, NE
- $25.50 - $29.50 an hour
- Email
- Mid-level
- 1 year
- Associate's degree
- Health insurance
Quick Apply
Scheduling & Arrival Specialist I / Ambulatory Scheduling
Children's Nebraska —Omaha, NE
- HIPAA
- High school diploma or GED
- Clinic
20h
Medical Receptionist - Patient Experience Specialist
Sono Bello —Omaha, NE
- Email
- Basic math
- Microsoft Office
- Cleaning
- Paid holidays
- Health insurance
Quick Apply
City Desk and Counter Sales Specialist
Goodin Company —Lavista, NE
- $20 - $22 an hour
- Part-time
- Sales
- Computer literacy
- Mid-level
- Profit sharing
- Health insurance
Workstation Support Associate
University of Nebraska System —Omaha, NE
- $49,000 a year
- Full-time
- Customer service
- Research
- Mid-level
- Paid holidays
- Retirement plan
Administrative Specialist - Shelter
Siena Francis House —Omaha, NE
- Extended hours
- Microsoft Outlook
- Computer literacy
- Writing skills
Quick Apply
2d
Customer Service Jewelry & Watch Repair Intake Coordinator
Keepsakes Jewelry & Watch Repair —Omaha, NE
- $19 - $24 an hour
- Full-time
- Background check
- Hospitality
- Computer literacy
- Paid training
- Paid time off
Quick Apply
5d
IT Help Desk Specialist
Riverside Technologies Inc —Omaha, NE
- $16 - $19 an hour
- Bilingual
- Background check
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply
14h
Customer Technical Specialist
Peraton —Omaha, NE
- $30,000 - $48,000 a year
- Mid-level
- Office
- High school diploma or GED
- Health savings account
- Paid holidays
4d
Patient Support Specialist
Total Respiratory & Rehab —Omaha, NE
- Overtime
- Background check
- Microsoft Outlook
- Ability to walk for extended periods
Quick Apply
Flight Coordination Specialist
Jet Linx Aviation —Omaha, NE
- $48,000 - $67,000 a year
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
1d
Call Center, 211 Helpline, Multiple Shifts available. Full and Part time.
United Way of the Midlands —Omaha, NE
- $17.50 an hour
- Part-time
- Microsoft Outlook
- Word processing
- High school diploma or GED
- Disability insurance
- 401(k)
Quick Apply
Soda Fountain Specialist
The Durham Museum —Omaha, NE
- From $15 an hour
- Part-time
- Background check
- Customer service
- 16+ years old
- 401(k)
Quick Apply

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desk specialist jobs near omaha, ne

529 Shareholder Services Specialist II

Ultimus Fund Solutions -
Omaha, NE

Quick Apply

Job Details

Full-time

Benefits

Retirement plan

Qualifications

Employee relationship building
Stakeholder relationship building

Full Job Description

SUMMARY
The 529 Plan Services Specialist II is responsible for providing various transfer agency functions and maintaining accurate records for 529 Plan clients. This position will require in-depth 529 Plan knowledge, direct interaction with clients, financial representatives, vendors, and team members.

KEY ACCOUNTABILITIES
ACCOUNT OWNER AND FINANCIAL REPRESENTATIVE SUPPORT

Answers incoming call interactions.
Initiates outgoing call interactions.
Answers incoming email and chat interactions.
Answers general questions regarding 529 plan basic parameters.
Answers questions specific to the 529 plans serviced by Ultimus Fund Solutions.
Answers basic questions regarding affiliated 529 plans.
Opens and performs quality control review on new account enrollment requests.
Initiates and performs quality control review on transfer requests.
Initiates and performs quality control review on investment election changes.
Inputs complex trades into recordkeeping system.
Inputs complex account maintenance updates into recordkeeping system.
Processes requests for 529 plan literature and forms in a timely manner.
Composes and sends basic correspondence to account owners and financial representatives.
Performs the daily reconciliation of manual, NSCC and internet-based trades.
Processes returned mail within guidelines.
Assists with onboarding of new department associates.

COMPLIANCE AND SUPPORT ACTIVITIES

Comprehends, retains, and explains services, company policies, and legal requirements to account owners and financial representatives.
Learns and utilizes compliance procedures, desk policies, and legal requirements, state specific forms and documents, voice communication platform, and transfer agent recordkeeping and workflow system.
Obtains knowledge of how the transfer agent fits into the plan managers administrative oversight, the 529 plan description and savings trust agreements to include general knowledge, the state specific 529 serviced, and call performance standards.

WORKING RELATIONSHIPS

Daily contact with account owners, financial representatives, and broker-dealer firms.
Daily contact with members of the 529 team including senior associates and manager.
Daily contact with internal teams and departments.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

Undergraduate degree in business administration, finance, or related area.
Series 6 or 7 license.
3-5 years of experience providing inbound support to clients in a call center.
Experience within the back-office of a retirement services department, cleaning firm, brokerage firm, mutual fund department, or within the financial services industry.
Equivalent education and experience will be considered.

KNOWLEDGE

Financial service products, including 529 plans, mutual funds, and retirement plans.
Mutual funds and retirement plans.
Online account owner web portal.
529 industry websites.
Microsoft Office Suite.
Adobe Acrobat.

SKILLS AND ABILITIES

Provides exceptional customer service skills using proper phone etiquette.
Troubleshoots issues utilizing creative and critical thinking skills.
Multitasking, analytical, and organizational skills.
Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
Demonstrates personal integrity, responsibility, and accountability.
Effectively uses resources such as time and information in conjunction with associates.
Participates in solving problems and making decisions.
Presents and expresses ideas and information, written and oral, clearly, and concisely.
Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

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Refine Your Search

desk specialist jobs in omaha, ne

529 Shareholder Services Specialist II

Asset Management Specialist

Healthcare Recruiter

Healthcare Staffing Recruiter

SCITLS Client Services Support Specialist

Part-Time Doorstep Trash Collection Specialist - Nights

Help Desk Operations Specialist

Help Desk Specialist

Scheduling & Arrival Specialist I / Ambulatory Scheduling

Medical Receptionist - Patient Experience Specialist

City Desk and Counter Sales Specialist

Workstation Support Associate

Administrative Specialist - Shelter

Customer Service Jewelry & Watch Repair Intake Coordinator

IT Help Desk Specialist

Customer Technical Specialist

Patient Support Specialist

Flight Coordination Specialist

Call Center, 211 Helpline, Multiple Shifts available. Full and Part time.

Soda Fountain Specialist

I want to receive the latest job alert for desk specialist in omaha, ne

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