Top 12846 Surgeons, 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
Respiratory Therapist
Custom Healthcare Solutions —Omaha, NE
- $1,390 - $1,717 a week
- Contract
- Hospital
- BLS Certification
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
12d
Regional Manager, Facilities
Dial Senior Living —Omaha, NE
- Computer literacy
- 8 years
- Travel
Program Educator/Driver
Girls Inc. of Omaha —Omaha, NE
- $15 - $19 an hour
- Full-time
- Microsoft Word
- Background check
- Classroom
Quick Apply
Computational Biologist - AI Trainer
DataAnnotation —Omaha, NE
- $40 - $60 an hour
- Part-time
- Remote
- Computer Science
- English
- Mid-level
- Flexible schedule
Quick Apply
Omaha Police Department - Entry-level
City of Omaha, NE —Omaha, NE
- Up to $110,260 a year
- 8 hour shift
- Background check
- Writing skills
- High school diploma or GED
- Health savings account
- Paid holidays
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
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
Data Center Technician
HCL Technologies Limited - Business Services —Omaha, NE
- $42,000 - $68,000 a year
- Email
- Background check
- Mid-level
- AD&D insurance
- Paid holidays
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
NEMT Driver FT/PT
Beautiful Life Medical Transport —Omaha, NE
- $17 - $18 an hour
- Part-time
- Background check
- Dedicated
- CPR Certification
- Dental insurance
- Paid time off
Quick Apply
5d
Security Officer - Daily Pay
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
Community Support Specialist 1
Community Alliance —Omaha, NE
- Clean driving record
- High school
- Adults
Quick Apply
4d
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
Inspector Packer 2nd Shift
Airlite Plastics Co. —Omaha, NE
- Full-time
- Computer literacy
- Organizational skills
- Entry level
- Disability insurance
- Health insurance
5d
Medical Scribe - Omaha
EMR Scribes —Omaha, NE
- Part-time
- Spanish
- HIPAA
- Clinic
Quick Apply
3d
Count Room Specialist (NE)
JJVG of Nebraska, LLC —Omaha, NE
- Weekends as needed
- Customer service
- Computer literacy
- Office
Direct Support Professional
Above and Beyond Therapy —Omaha, NE
- $18 - $25 an hour
- Part-time
- English
- Clinic
- Driver's License
- Paid training
- Paid parental leave
Quick Apply
Youth Aid
Above and Beyond Therapy —Omaha, NE
- $18 - $28 an hour
- Part-time
- English
- Clinic
- Driver's License
- Paid training
- Paid parental leave
Quick Apply

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Surgeons, 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

Surgeons, All Other jobs in Omaha, NE

Client Onboarding Specialist

Respiratory Therapist

Regional Manager, Facilities

Program Educator/Driver

Computational Biologist - AI Trainer

Omaha Police Department - Entry-level

Security Agent - All Shifts

Security Agent - Daily Pay

Observer

Data Center Technician

Entry Level Security Guard

NEMT Driver FT/PT

Security Officer - Daily Pay

Community Support Specialist 1

Data Center Technician

Inspector Packer 2nd Shift

Medical Scribe - Omaha

Count Room Specialist (NE)

Direct Support Professional

Youth Aid

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