Top 5763 Dentists, General 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
General Manager
Dave & Buster's —Omaha, NE
- $81,299 - $95,646 a year
- Weekends as needed
- Analysis skills
- Continuous improvement
- Senior level
- Disability insurance
- Dental insurance
14d
Observer
Amentum —Offutt A F B, NE
- From $23.90 an hour
- Weekends as needed
- Patient monitoring
- Construction site
- BLS Certification
Quick Apply
6d
Yard Coordinator
Aksela —Omaha, NE
- Outdoor work
- Entry level
- Profit sharing
- Health savings account
9d
Interpreter (Contract, Hope Interpreter Services)
Charles Drew Health Centers —Omaha, NE
- From $20 an hour
- Choose your own hours
- Background check
- Clean driving record
- English
Quick Apply
Event Support Staff
88 Tactical —Omaha, NE
- Part-time
- Organizational skills
- Communication skills
- Entry level
Quick Apply
2d
Receptionist
New Cassel Retirement Center —Omaha, NE
- $16 an hour
- Part-time
- Background check
- Front desk
- In-person
- Health insurance
- Dental insurance
Quick Apply
General Factory
International Paper —Omaha, NE
- $22 - $25 an hour
- Full-time
- 18 years or older
- High school diploma or GED
- Manufacturing
- Referral program
8d
Omaha General Laborer (All Shifts)
Packaging Corporation of America —Omaha, NE
- $20.05 an hour
- Overtime
- High school diploma or GED
- US work authorization
- Manufacturing
- AD&D insurance
- Paid holidays
General Production Associate (Days)
International Gamco —Omaha, NE
- Full-time
- Background check
- Pass drug screening
- High school diploma or GED
- Profit sharing
- Health insurance
Quick Apply
10d
General Laborer
Ferrellgas —Omaha, NE
- Full-time
- 18 years or older
- Clean driving record
- Office
- Paid training
- Paid time off
Production Worker
Lozier —Omaha, NE
- $20.74 - $23.98 an hour
- Full-time
- Forklift
- Driving
- Entry level
- Paid holidays
- Health insurance
6d
Dishwasher
Levy Sector —Omaha, NE
- $16 an hour
- Part-time
- Background check
- Restaurant
- Entry level
- Wellness program
- Paid time off
Quick Apply
General Production- Finishing Utility
Malnove Packaging —Omaha, NE
- From $17 an hour
- Overtime
- US work authorization
- In-person
- Manufacturing
- Health savings account
- Health insurance
Quick Apply
Warehouse Worker - Package Handler
UPS —Omaha, NE
- $21 an hour
- Part-time
- US work authorization
- Warehouse
- In-person
- Employee stock purchase plan
- Paid holidays
Cleaner
Jason Hubbard Law —Omaha, NE
- $20 - $25 an hour
- Part-time
- Residential
- Driver's License
- Travel
- Flexible schedule
Quick Apply
Team member
Bruegger's Bagels —Omaha, NE
- Weekends as needed
- Bakery
- 16+ years old
- Cleaning
- Paid time off
- Employee assistance program
10d
Receptionist
Stewart Title Guaranty Company —Omaha, NE
- Online Application
- Office
- High school diploma or GED
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
Laundry Attendant/Houseperson
Residence Inn Omaha Downtown —Omaha, NE
- Hotel
- Entry level
- Paid holidays
- Disability insurance
Quick Apply
Investigations Analyst (Entry Level)
Omaha National —Omaha, NE
- Bachelor of Science
- No experience needed
- Research
- Paid parental leave
- 401(k)

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Dentists, General 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

Dentists, General jobs in Omaha, NE

Client Onboarding Specialist

General Manager

Observer

Yard Coordinator

Interpreter (Contract, Hope Interpreter Services)

Event Support Staff

Receptionist

General Factory

Omaha General Laborer (All Shifts)

General Production Associate (Days)

General Laborer

Production Worker

Dishwasher

General Production- Finishing Utility

Warehouse Worker - Package Handler

Cleaner

Team member

Receptionist

Laundry Attendant/Houseperson

Investigations Analyst (Entry Level)

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