Top 10889 Legal Support Workers, 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
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
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
Site Support
Stella Enviornmental Services —Omaha, NE
- From $17 an hour
- Full-time
- Heavy lifting
- Ability to walk for extended periods
- Maintenance
- Disability insurance
- Health insurance
Quick Apply
Political Canvasser
Canvass America RS —Council Bluffs, IA
- From $21.50 an hour
- Part-time
- Criminal background check
- Reliable transportation
- Entry level
- Paid training
- On-the-job training
Quick Apply
Direct Support Professional
Abundant Quality Care —Omaha, NE
- $16 - $18 an hour
- 8 hour shift
- Background check
- CPR Certification
- Clean driving record
- Mileage reimbursement
- Health insurance
Quick Apply
Youth Coach - Day Shift
RADIUS —Omaha, NE
- $18.00 - $20.35 an hour
- Part-time
- Background check
- School experience
- Residential
- Health insurance
- Dental insurance
Quick Apply
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
Abbey Church Administrator
Urban Abbey —Omaha, NE
- $50,652 - $65,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
1d
Community Support Specialist l Fremont
Community Alliance —Omaha, NE
- Clean driving record
- High school
- Adults
Quick Apply
13d
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
9d
Observer
Marathon TS —Offutt AFB, NE
- $22.85 - $27.78 an hour
- Part-time
- Background check
- Construction site
- English
- Health insurance
- Dental insurance
Quick Apply
Entry Level Security Guard
GardaWorld Security Services US (IHE) —Omaha, NE
- $18 an hour
- Multiple hires
- Background check
- Ability to walk for extended periods
- Military
- Paid holidays
- Disability insurance
3d
Receptionist - Sales Support Associate
Harvest Development —Omaha, NE
- $17 an hour
- Full-time
- Microsoft Word
- Background check
- Spanish
- Health insurance
- Dental insurance
Quick Apply
3d
Residential Youth Worker
Father Flanagan's Boys' Home —Omaha, NE
- From $20 an hour
- Weekends as needed
- Clean driving record
- Residential
- High school diploma or GED
- Paid holidays
- Disability insurance
11d
Part-Time Member Experience Associate
Family Focus Federal Credit Union —Omaha, NE
- From $17 an hour
- Part-time
- Background check
- Office
- High school diploma or GED
- Paid time off
- Flexible schedule
Quick Apply
Community Support Specialist 1
Community Alliance —Omaha, NE
- Clean driving record
- High school
- Adults
Quick Apply
4d
Peer Support Specialist
Community Alliance —Omaha, NE
- Full-time
- High school diploma or GED
- Driver's License
- Bachelor's degree
Quick Apply
Security Agent - All Shifts
GardaWorld Security Services US (IHE) —Council Bluffs, IA
- $20.40 an hour
- Multiple hires
- Background check
- Military
- Writing skills
- Paid holidays
- Disability insurance
3d
Security Agent - Daily Pay
GardaWorld Security Services US (IHE) —Council Bluffs, IA
- $20.40 an hour
- Multiple hires
- Background check
- Military
- Writing skills
- Paid holidays
- Disability insurance
3d

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Legal Support Workers, 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

Legal Support Workers, All Other jobs in Omaha, NE

Client Onboarding Specialist

Hazardous Waste/Hazardous Materials Specialist

Wealth Planning Specialist (Dedicated Support to a Wealth Advisor)

Site Support

Political Canvasser

Direct Support Professional

Youth Coach - Day Shift

Interpreter (Contract, Hope Interpreter Services)

Abbey Church Administrator

Community Support Specialist l Fremont

Inside Telesales Representative

Observer

Entry Level Security Guard

Receptionist - Sales Support Associate

Residential Youth Worker

Part-Time Member Experience Associate

Community Support Specialist 1

Peer Support Specialist

Security Agent - All Shifts

Security Agent - Daily Pay

I want to receive the latest job alert for Legal Support Workers, All Other in Omaha, NE

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