Top 11667 Business Operations Specialists, All Other Jobs in Omaha, 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
Semiconductor Analytical Systems Scientist (Omaha, NE)
Elemental Scientific Inc —Omaha, NE
- Full-time
- US work authorization
- Computer skills
- In-person
- Health savings account
- Health insurance
Quick Apply
Storage Facility Manager
Armor Storage —Omaha, NE
- $17 - $20 an hour
- Full-time
- Background check
- Sales
- Customer service
- Disability insurance
- Health insurance
Quick Apply
Machine Operator / Rotoflex Operator
Palco Industrial Marking and Labeling, Inc —Omaha, NE
- $17.50 - $19.50 an hour
- Full-time
- Background check
- Pass drug screening
- In-person
- Health insurance
- Dental insurance
Quick Apply
Finance Manager
Confidential —Omaha, NE
- $170,000 - $230,000 a year
- Full-time
- Background check
- Dealership
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Production Worker
Products Unlimited Inc —Omaha, NE
- $15 - $16 an hour
- Overtime
- Pass drug screening
- English
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
9d
Administrative Assistant
United Uptime Services —Omaha, NE
- Full-time
- Microsoft Excel
- Microsoft Outlook
- ERP systems
Quick Apply
18h
Count Room Specialist (NE)
JJVG of Nebraska, LLC —Omaha, NE
- Weekends as needed
- Customer service
- Computer literacy
- Office
Customer Service Phones Medical
ONEWORLD COMMUNITY HEALTH CENTERS INC —Omaha, NE
- Full-time
- Spanish
- HIPAA
- English
- Health insurance
- Dental insurance
Plant Operator - starting at $27
Express Employment Professionals —Omaha, NE
- From $27 an hour
- Weekends as needed
- Mid-level
- Forklift
- High school diploma or GED
- Health insurance
- Referral program
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Part - Time Inside Sales Rep (Warm Leads, No Cold Calling)
Milan Laser Hair Removal —Omaha, NE
- $20 - $36 an hour
- Part-time
- 1 year
- Communication skills
- Entry level
Quick Apply
Freight Handler (2PM-10:30PM)
CrossCountry Freight Solutions, Inc. DBA CCFS —La Vista, NE
- $23 an hour
- Full-time
- 18 years or older
- Forklift
- Ability to lift 50 pounds
Quick Apply
7d
Client Service Associate
Mariner Wealth Advisors —Omaha, NE
- $60,000 - $75,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
8d
Investigations Analyst (Entry Level)
Omaha National —Omaha, NE
- Bachelor of Science
- No experience needed
- Research
- Paid parental leave
- 401(k)
Administrative Associate II
University of Nebraska Medical Center —Omaha, NE
- $25.91 - $38.89 an hour
- Full-time
- 7 years
- Microsoft Access
- Microsoft Outlook
Executive Assistant
City of La Vista —La Vista, NE
- $26.91 - $30.95 an hour
- Full-time
- Mid-level
- Office
- Organizational skills
Quick Apply
8d
Project Management Clerk
A-1 United Heating, Air & Electrical —Omaha, NE
- $19 - $20 an hour
- Full-time
- Computer literacy
- Office
- Entry level
Quick Apply
2d
Advanced Production Associate (Days)
International Gamco —Omaha, NE
- Overtime
- Background check
- Computer literacy
- Basic math
- Profit sharing
- Health insurance
Quick Apply
1d
Driver – Full-Time, No Weekends!
Immanuel —Omaha, NE
- Up to $23.36 an hour
- Full-time
- Background check
- DOT physical examination
- Pass drug screening
- Health savings account
- Paid holidays
9d
Business Operations Specialist
American Red Cross —Omaha, NE
- $23.00 - $24.61 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid holidays
- Disability insurance
15h

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Business Operations Specialists, All Other jobs near Omaha, NE

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

Business Operations Specialists, All Other jobs in Omaha, NE

Client Onboarding Specialist

Semiconductor Analytical Systems Scientist (Omaha, NE)

Storage Facility Manager

Machine Operator / Rotoflex Operator

Finance Manager

Production Worker

Administrative Assistant

Count Room Specialist (NE)

Customer Service Phones Medical

Plant Operator - starting at $27

Part - Time Inside Sales Rep (Warm Leads, No Cold Calling)

Freight Handler (2PM-10:30PM)

Client Service Associate

Investigations Analyst (Entry Level)

Administrative Associate II

Executive Assistant

Project Management Clerk

Advanced Production Associate (Days)

Driver – Full-Time, No Weekends!

Business Operations Specialist

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