Top 11764 Full time Jobs in 68127

Client Onboarding Specialist
Harrison Financial Services —Omaha, NE
- $53,550 - $72,250 a year
- Full-time
- Mid-level
- Office
- US work authorization
Quick Apply
Hazardous Waste/Hazardous Materials Specialist
Whitetail Environmental, LLC —Offutt AFB, NE
- $25 - $30 an hour
- Full-time
- Computer literacy
- Research
- Mid-level
- Health insurance
- Dental insurance
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
Assistant Property Manager/Leasing Agent
PrimeSites —Papillion, NE
- From $45,000 a year
- Full-time
- Mid-level
- Residential
- In-person
- Health insurance
- Dental insurance
Quick Apply
Wealth Planning Specialist (Dedicated Support to a Wealth Advisor)
Trusted Wealth Partners —Omaha, NE
- $70,000 - $90,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
- Paid time off
Quick Apply
11d
Observer
Amentum —Offutt A F B, NE
- From $23.90 an hour
- Weekends as needed
- Patient monitoring
- Construction site
- BLS Certification
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9d
Package Delivery Driver
Nebraska Next Day —Omaha, NE
- From $18 an hour
- 8 hour shift
- Background check
- Local
- Pass drug screening
- Paid training
- Health insurance
Quick Apply
Warehouse Associate
Building Products Inc —Council Bluffs, IA
- $18 - $20 an hour
- Full-time
- Forklift
- Warehouse
- Computer skills
- Profit sharing
- Paid holidays
Quick Apply
Account Operations Specialist
StockPKG —Omaha, NE
- $18 - $22 an hour
- Full-time
- Basic math
- ERP systems
- Office
- Health insurance
- Dental insurance
Quick Apply
Office Furniture Installer
Office Innovations —Omaha, NE
- $18 - $20 an hour
- Full-time
- Clean driving record
- Office
- Driver's License
- 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
- Paid training
- Paid holidays
Quick Apply
9d
Copywriter
Venel —Omaha, NE
- From $33,565 a year
- Weekends as needed
- Microsoft Word
- Microsoft Excel
- Writing skills
- Health insurance
- Dental 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
10d
Residential Youth Worker
Father Flanagan's Boys' Home —Omaha, NE
- From $20 an hour
- Weekends as needed
- Clean driving record
- Residential
- High school diploma or GED
- Paid holidays
- Disability insurance
11d
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
Security - Armored Car/Messenger Driver
Armored Knights Inc. —Omaha, NE
- $16 - $19 an hour
- Multiple hires
- Driver's License
- Driving
- Conflict management
- Paid training
- Paid time off
Quick Apply
Observer
Marathon TS —Offutt AFB, NE
- $22.85 - $27.78 an hour
- Part-time
- Background check
- Construction site
- English
- Health insurance
- Dental insurance
Quick Apply
Entry Level Security Guard
GardaWorld Security Services US (IHE) —Omaha, NE
- $18 an hour
- Multiple hires
- Background check
- Ability to walk for extended periods
- Military
- Paid holidays
- Disability insurance
3d
Yard Laborer
Omaha Track Inc —Omaha, NE
- $20 an hour
- Full-time
- Background check
- 18 years or older
- Basic math
Abbey Church Administrator
Urban Abbey —Omaha, NE
- $50,652 - $65,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
1d

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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

full time jobs in 68127

Client Onboarding Specialist

Hazardous Waste/Hazardous Materials Specialist

Operational Quality Assurance Specialist

Assistant Property Manager/Leasing Agent

Wealth Planning Specialist (Dedicated Support to a Wealth Advisor)

Observer

Package Delivery Driver

Warehouse Associate

Account Operations Specialist

Office Furniture Installer

Inside Telesales Representative

Copywriter

Financial Customer Service Representative

Residential Youth Worker

Team Member

Security - Armored Car/Messenger Driver

Observer

Entry Level Security Guard

Yard Laborer

Abbey Church Administrator

I want to receive the latest job alert for full time in 68127

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