Top 18476 Jobs in La Vista, 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
Observer
Amentum —Offutt A F B, NE
- From $23.90 an hour
- Weekends as needed
- Patient monitoring
- Construction site
- BLS Certification
Quick Apply
8d
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
Retail Beauty Advisors
Beauty First Salon & Store —Papillion, NE
- $15.00 - $16.50 an hour
- Part-time
- Merchandising
- In-person
- Entry level
- Employee discount
Quick Apply
Die Cutter Operator
Elman Print —Omaha, NE
- $19 - $25 an hour
- Full-time
- Basic math
- High school diploma or GED
- Math
- Health insurance
- Dental insurance
Quick Apply
10d
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
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
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 Associate(LATE SHIFT 1:00PM-10:00PM) !!!!!NO WEEKENDS!!!!!!
United Auto Recyclers —Omaha, NE
- $17.50 - $28.00 an hour
- Full-time
- Customer service
- Forklift
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
Delivery Driver/Customer Service
Kohll's Rx —Omaha, NE
- $17 an hour
- Part-time
- Background check
- Clean driving record
- No experience needed
Quick Apply
Material Handler
Pivot-EDM, Inc. —La Vista, NE
- Full-time
- Inventory management
- High school diploma or GED
- Warehouse
- Health insurance
- Dental insurance
Quick Apply
Team Member
Club Car Wash —Omaha, NE
- $18 an hour
- Background check
- Sales
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
Retail Associates
Hobby Lobby —Papillion, NE
- $15.75 - $16.75 an hour
- Part-time
- Entry level
- Paid holidays
- Disability insurance
Cashier (Front End)
Costco Wholesale Corporation —La Vista, NE
- Entry level
- AD&D insurance
- Employee stock purchase plan
Membership Clerk
Costco Wholesale Corporation —La Vista, NE
- Entry level
- AD&D insurance
- Employee stock purchase plan
Cashier Assistant (Front End)
Costco Wholesale Corporation —La Vista, NE
- 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
Stocker
Costco Wholesale Corporation —La Vista, NE
- Merchandising
- Warehouse
- Entry level
- AD&D insurance
- Employee stock purchase plan
barista - Store# 59560, GILES AND SOUTHPORT - LA VISTA
Starbucks —La Vista, NE
- $15.75 - $17.88 an hour
- Weekends as needed
- No experience needed
- Food service
- Fair chance
- Paid parental leave
- Disability insurance

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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 La Vista, NE

Client Onboarding Specialist

Observer

Assistant Property Manager/Leasing Agent

Retail Beauty Advisors

Die Cutter Operator

Financial Customer Service Representative

Package Delivery Driver

Data Center Technician

Package Handler - Part Time (Warehouse like)

Warehouse Associate(LATE SHIFT 1:00PM-10:00PM) !!!!!NO WEEKENDS!!!!!!

Delivery Driver/Customer Service

Material Handler

Team Member

Retail Associates

Cashier (Front End)

Membership Clerk

Cashier Assistant (Front End)

Scheduler

Stocker

barista - Store# 59560, GILES AND SOUTHPORT - LA VISTA

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