Top 18483 Jobs in 68127 Omaha Nebraska

Client Onboarding Specialist
Harrison Financial Services —Omaha, NE
- $53,550 - $72,250 a year
- Full-time
- Mid-level
- Office
- US work authorization
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
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
10d
Caregiver
CareMinders Home Care —Omaha, NE
- $15 - $18 an hour
- Part-time
- Background check
- Spanish
- CPR Certification
- Flexible schedule
Quick Apply
Field Appointment Setter
Everlight Solar —Omaha, NE
- From $80,000 a year
- Full-time
- Background check
- 18 years or older
- No experience needed
- Opportunities for advancement
Quick Apply
Observer
Amentum —Offutt A F B, NE
- From $23.90 an hour
- Weekends as needed
- Patient monitoring
- Construction site
- BLS Certification
Quick Apply
8d
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
8d
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
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
Admin Clerk
Confidential —Omaha, NE
- $19 - $22 an hour
- Weekends as needed
- Microsoft Outlook
- Dealership
- Administrative experience
- Health savings account
- Paid holidays
Quick Apply
11d
Data Center Technician
Massed Compute —Papillion, NE
- $25 - $35 an hour
- Contract
- Background check
- Mid-level
- Ability to lift 50 pounds
- On-the-job training
Quick Apply
Count Room Specialist (NE)
JJVG of Nebraska, LLC —Omaha, NE
- Weekends as needed
- Customer service
- Computer literacy
- Office
Guest Service Agent
Residence Inn by Marriott Omaha West —Elkhorn, NE
- From $17 an hour
- Full-time
- Bilingual
- Residential
- In-person
- Free parking
- Health insurance
Quick Apply
Order Puller Associate
Cohere Beauty Omaha Inc —Omaha, NE
- $15 - $16 an hour
- Basic math
- English
- High school diploma or GED
Quick Apply
3d
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 Officer
Applied Underwriters —Omaha, NE
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Non-Retail Pharmacy Technician - Onsite at Closed Door Pharmacy
WALGREENS —Omaha, NE
- $16.50 - $19.25 an hour
- Full-time
- Background check
- 18 years or older
- Spanish
- Health insurance
- Dental insurance
Warehouse Associate - Order Fulfillment
HOST COFFEE SERVICE —Omaha, NE
- $18 an hour
- Extended hours
- Mid-level
- Forklift
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Receptionist
New Cassel Retirement Center —Omaha, NE
- $16 an hour
- Part-time
- Background check
- Front desk
- In-person
- Health insurance
- Dental insurance
Quick Apply
Dispatcher - Omaha
MMT Ambulance —Omaha, NE
- Writing skills
- English
- High school diploma or GED
- Health savings account
- Disability insurance
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 68127 omaha nebraska

Client Onboarding Specialist

Operational Quality Assurance Specialist

Wealth Planning Specialist (Dedicated Support to a Wealth Advisor)

Caregiver

Field Appointment Setter

Observer

Inside Telesales Representative

Financial Customer Service Representative

Package Delivery Driver

Admin Clerk

Data Center Technician

Count Room Specialist (NE)

Guest Service Agent

Order Puller Associate

Team Member

Security Officer

Non-Retail Pharmacy Technician - Onsite at Closed Door Pharmacy

Warehouse Associate - Order Fulfillment

Receptionist

Dispatcher - Omaha

I want to receive the latest job alert for jobs in 68127 omaha nebraska

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