Top 21890 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
11d
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
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
Stocker
Costco Wholesale Corporation —Omaha, NE
- Merchandising
- Warehouse
- Entry level
- AD&D insurance
- Employee stock purchase plan
Scheduler
CHI Health —Omaha, NE
- $17.24 - $24.35 an hour
- Full-time
- High school diploma or GED
- Medical terminology
- Communication skills
AI Training Generalist (No Prior Experience Needed) - Freelance AI Trainer Project
Meridial —Omaha, NE
- $20 an hour
- Remote
- No experience needed
- US work authorization
- Entry level
Stocker
Walmart —Omaha, NE
- $16 - $29 an hour
- Part-time
- High school
- Forklift
- Ability to lift 50 pounds
- Paid jury duty
- Disability insurance
Accounts Payable Coordinator
Lanoha Nurseries —Omaha, NE
- $21 - $25 an hour
- Full-time
- Mid-level
- Office
- Microsoft Office
- Paid holidays
- Health insurance
Quick Apply
9d
Agent Engagement Specialist
OCI Insurance & Financial Services —Elkhorn, NE
- $60,000 - $70,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
- Health savings account
- Health insurance
Quick Apply
12d
Assistant Commercial Property Manager
Noddle Services —Omaha, NE
- $55,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health 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
Omaha Police Department - Entry-level
City of Omaha, NE —Omaha, NE
- Up to $110,260 a year
- 8 hour shift
- Background check
- Writing skills
- High school diploma or GED
- Health savings account
- Paid holidays
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
Operations Manager
Volunteers Assisting Seniors —Omaha, NE
- $19 - $20 an hour
- Email
- Computer literacy
- Office
- High school diploma or GED
- Health savings account
- Disability insurance
Quick Apply
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
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
Lawn Care Technician | Full Time | Immediate Openings
Heartland Lawns, LLC —Omaha, NE
- $22 - $26 an hour
- Overtime
- Driver's License
- No degree
- In-person
- Paid holidays
- Disability insurance
Quick Apply
Accounts Payable Specialist
Richdale Apartments —Omaha, NE
- Full-time
- Mid-level
- Office
- In-person
- Disability insurance
- Health insurance

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Jobs jobs near 68127 omaha nebraska

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)

Assistant Property Manager/Leasing Agent

Hazardous Waste/Hazardous Materials Specialist

Stocker

Scheduler

AI Training Generalist (No Prior Experience Needed) - Freelance AI Trainer Project

Stocker

Accounts Payable Coordinator

Agent Engagement Specialist

Assistant Commercial Property Manager

Financial Customer Service Representative

Omaha Police Department - Entry-level

Team Member

Operations Manager

Package Delivery Driver

Data Center Technician

Lawn Care Technician | Full Time | Immediate Openings

Accounts Payable Specialist

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

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