Top 12793 Jobs in Millard 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
Accounts Payable Coordinator
Lanoha Nurseries —Omaha, NE
- $21 - $25 an hour
- Full-time
- Mid-level
- Office
- Microsoft Office
- Paid holidays
- Health insurance
Quick Apply
7d
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
Provider & Community Relations Manager
Stride Autism Centers —Omaha, NE
- $55,000 - $65,000 a year
- Full-time
- Hybrid work
- Marketing
- HIPAA
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
6d
Observer
Amentum —Offutt A F B, NE
- From $23.90 an hour
- Weekends as needed
- Patient monitoring
- Construction site
- BLS Certification
Quick Apply
6d
Admin Clerk
Confidential —Omaha, NE
- $19 - $22 an hour
- Weekends as needed
- Microsoft Outlook
- Dealership
- Administrative experience
- Health savings account
- Paid holidays
Quick Apply
9d
Package Handler - Part Time (Warehouse like)
FedEx —Omaha, NE
- $17.60 - $20.10 an hour
- Part-time
- Warehouse
- Entry level
- Paid parental leave
- Health insurance
Warehouse Picker / Packer
HireQuest Direct —Omaha, NE
- $21.75 - $26.19 an hour
- Full-time
- Background check
- Pass drug screening
- Ability to lift 50 pounds
Quick Apply
Team Member
Casey's —Omaha, NE
- $15 - $19 an hour
- Part-time
- Merchandising
- No experience needed
- Quick service & fast food restaurant
- Paid holidays
- Health insurance
Scheduler
CHI Health —Omaha, NE
- $17.24 - $24.35 an hour
- Full-time
- High school diploma or GED
- Medical terminology
- Communication skills
14d
Clinic Receptionist
CHI Health Clinic —Omaha, NE
- $15.67 - $22.14 an hour
- Extended hours
- No experience needed
- Clinic
- 1 year
7d
Appointment Scheduler
CHI Health Clinic —Omaha, NE
- $16.42 - $23.19 an hour
- Extended hours
- Mid-level
- 2 years
Hosts
Osaka Steakhouse and Sushi —Elkhorn, NE
- $15.00 - $27.28 an hour
- Part-time
- Serving
- Fair chance
- In-person
- Employee discount
- Flexible schedule
Quick Apply
Cashier
Sodexo —Elkhorn, NE
- $16.25 - $21.30 an hour
- Online Application
- Ability to walk for extended periods
- No high school diploma
- High school diploma or GED
- Paid holidays
- Health insurance
Dental Receptionist
Center Street Dental —Omaha, NE
- $22 - $24 an hour
- Full-time
- Dental office
- HIPAA
- Administrative experience
- Free parking
- Continuing education credits
Quick Apply
Team Member
Tractor Supply Company —Omaha, NE
- Overtime
- 18 years or older
- Computer literacy
- No experience needed
- Paid parental leave
- Disability insurance
4d
Non-Certified Pharmacy Technician
Midland Vet Services Pharmacy —Omaha, NE
- From $30 an hour
- Weekends as needed
- In-person
- Entry level
- Under 1 year
Quick Apply
Cashier
Thrift World —Omaha, NE
- $16 an hour
- Weekends as needed
- Background check
- 18 years or older
- Cleaning
- Health insurance
- Dental insurance
Quick Apply
Scheduler, Home Health
AccentCare, Inc. —Omaha, NE
- $20 - $24 an hour
- Full-time
- Customer service
- Word processing
- High school diploma or GED
- Health savings account
- Paid holidays
Quick Apply
Landscape Receptionist
Patera Landscaping —Omaha, NE
- $18 - $22 an hour
- Part-time
- Computer literacy
- Office
- Administrative experience
- Health insurance
- Paid time off
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 millard ne

Client Onboarding Specialist

Accounts Payable Coordinator

Operational Quality Assurance Specialist

Provider & Community Relations Manager

Observer

Admin Clerk

Package Handler - Part Time (Warehouse like)

Warehouse Picker / Packer

Team Member

Scheduler

Clinic Receptionist

Appointment Scheduler

Hosts

Cashier

Dental Receptionist

Team Member

Non-Certified Pharmacy Technician

Cashier

Scheduler, Home Health

Landscape Receptionist

I want to receive the latest job alert for jobs in millard ne

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