Top 11759 Managers, 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
Regional Manager, Facilities
Dial Senior Living —Omaha, NE
- Computer literacy
- 8 years
- Travel
General Manager
AC Nelsen Enterprises Inc —Omaha, NE
- Extended hours
- Dealership
- Bachelor's degree
- Mentoring
- Paid holidays
- Relocation assistance
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
Leasing & Marketing Specialist
CVL Management —Omaha, NE
- Full-time
- Pass drug screening
- Mid-level
- Office
14d
Count Room Specialist (NE)
JJVG of Nebraska, LLC —Omaha, NE
- Weekends as needed
- Customer service
- Computer literacy
- Office
Property Support Hotel Manager
Slate Hospitality Group —Omaha, NE
- $55,000 - $60,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Paid training
- Health insurance
Quick Apply
General Manager 5 - Environmental Services / Custodial
Sodexo —Omaha, NE
- $104,550 - $135,300 a year
- Full-time
- 5 years
- Bachelor's degree
- Children
- Paid holidays
- Health insurance
3d
Learning and Development Specialist
Signature Performance, Inc —Omaha, NE
- $70,000 - $85,000 a year
- Full-time
- Classroom
- Public speaking
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
8d
Distribution Center Manager
Cambria —Omaha, NE
- $80,000 - $115,000 a year
- Extended hours
- Microsoft Word
- Spanish
- 5 years
- Profit sharing
- Paid holidays
8d
Dedicated Logistics Manager
Werner Enterprises —Omaha, NE
- Full-time
- Marketing
- Bachelor's degree
- Business Administration
- Employee stock purchase plan
- Disability insurance
Branch Director
The Caregiving Company —Omaha, NE
- $80,000 - $200,000 a year
- Full-time
- Office
- Administrative experience
- Bachelor's degree
- Profit sharing
- Health insurance
Quick Apply
Facilities Manager, Data Center Operations
Google —Papillion, NE
- $138,000 - $201,000 a year
- Full-time
- Customer service
- 5 years
- Engineering
Logistics Support Specialist
Werner Enterprises —Omaha, NE
- Full-time
- Mid-level
- Office
- Employee stock purchase plan
- Disability insurance
General Manager
Magnolia Omaha —Omaha, NE
- $115,000 - $125,000 a year
- Full-time
- 6 years
- Hotel
- Team management
- Health insurance
- Dental insurance
Associate Logistics Manager
Werner Enterprises —Omaha, NE
- Full-time
- Management
- Mid-level
- Employee stock purchase plan
- Disability insurance
Office Associate
University of Nebraska at Omaha —Omaha, NE
- Full-time
- Pass drug screening
- Mid-level
- Office
Sr. Operations Manager
Amazon.com Services LLC —Omaha, NE
- $135,000 - $182,700 a year
- Weekends as needed
- Engineering
- Mentoring
- Recruiting
- AD&D insurance
- Health insurance
Transportation Manager - One-Way
Werner Enterprises —Omaha, NE
- Full-time
- Dedicated
- Marketing
- Customer service
- Employee stock purchase plan
- Disability insurance
Strategic Force Management and Logistics Expert
Booz Allen Hamilton —Offutt AFB, NE
- $86,800 - $198,000 a year
- Full-time
- Research
- Office
- 3 years
- Disability insurance
- Health insurance
4d

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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

Managers, All Other jobs in Omaha, NE

Client Onboarding Specialist

Regional Manager, Facilities

General Manager

Finance Manager

Leasing & Marketing Specialist

Count Room Specialist (NE)

Property Support Hotel Manager

General Manager 5 - Environmental Services / Custodial

Learning and Development Specialist

Distribution Center Manager

Dedicated Logistics Manager

Branch Director

Facilities Manager, Data Center Operations

Logistics Support Specialist

General Manager

Associate Logistics Manager

Office Associate

Sr. Operations Manager

Transportation Manager - One-Way

Strategic Force Management and Logistics Expert

I want to receive the latest job alert for Managers, All Other in Omaha, NE

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