Top 15192 Jobs in Ashland, 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
AI Data Quality Specialist - AI Trainer
DataAnnotation —Lincoln, NE
- $40 - $60 an hour
- Part-time
- Remote
- Computer Science
- English
- Mid-level
- Flexible schedule
Quick Apply
CLASSIFIED_Night Custodian
Gretna Public Schools —Gretna, NE
- Full-time
- High school diploma or GED
- Ability to lift 50 pounds
- Driver's License
- Health insurance
Agent Engagement Specialist
OCI Insurance & Financial Services —Elkhorn, NE
- $60,000 - $70,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
- Health savings account
- Health insurance
Quick Apply
8d
Utility Locator
USIC —Wahoo, NE
- $19 an hour
- Overtime
- Clean driving record
- Computer literacy
- Pass drug screening
- Paid training
- Fuel card
Quick Apply
8d
Non-Certified Pharmacy Technician
Midland Vet Services Pharmacy —Omaha, NE
- From $30 an hour
- Weekends as needed
- In-person
- Entry level
- Under 1 year
Quick Apply
Package Handler - Part Time (Warehouse like)
FedEx —Omaha, NE
- $17.60 - $20.10 an hour
- Part-time
- Warehouse
- Entry level
- Paid parental leave
- Health insurance
Entry Level Nonprofit Canvasser for PBS & NPR - $19+/hr!
Donor Development Strategies —Lincoln, NE
- From $19 an hour
- Full-time
- Ability to walk for extended periods
- No experience needed
- Outdoor work
- Paid training
- Health insurance
Onboarding Specialist
AmanaCare LLC —Lincoln, NE
- $55,000 - $60,000 a year
- Full-time
- Mid-level
- Continuous improvement
- Home Health
Quick Apply
Servers/Baristas/Hosts
Le Peep Restaurants of Omaha —Omaha, NE
- $15 - $25 an hour
- Part-time
- Serving
- Customer service
- High school diploma or GED
- Employee discount
- Flexible schedule
Quick Apply
Distribution Center Team Member
Tractor Supply Company —Waverly, NE
- Full-time
- Basic math
- English
- Forklift
- Paid parental leave
- Disability insurance
Mobile Detailer Needed to removal decals from vehicles.
True Reconditioning —Springfield, NE
- $40 - $60 an hour
- Part-time
- In-person
- Entry level
Quick Apply
7d
Assistant Manager
Club Car Wash —Omaha, NE
- $25 an hour
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Shipping/Receiving Clerk
MAJORS PLASTICS INC —Omaha, NE
- $18.50 an hour
- Weekends as needed
- Warehouse
- Entry level
- Health savings account
- Disability insurance
Quick Apply
13d
Keeper - Wildlife Safari Park
Omaha's Henry Doorly Zoo and Aquarium —Ashland, NE
- From $18.62 an hour
- Weekends as needed
- Background check
- 18 years or older
- Current TB test
14d
Stocker
Costco Wholesale Corporation —Omaha, NE
- Merchandising
- Warehouse
- Entry level
- AD&D insurance
- Employee stock purchase plan
Front Desk/Tech
Spinal Balance Health Center —Omaha, NE
- $20 - $25 an hour
- Full-time
- Surgery
- No experience needed
- In-person
- Paid holidays
Quick Apply
Seasonal Admissions Staff
Vala's Pumpkin Patch —Gretna, NE
- Seasonal
- Ability to walk for extended periods
- Communication skills
- Entry level
3h
Crew Member - Ashland
Runza® —Ashland, NE
- Up to $17 an hour
- Part-time
- No education required
- Cooking
- Quick service & fast food restaurant
- Tuition reimbursement
- Paid time off
Warehouse Worker - Package Handler
UPS —La Vista, NE
- $21 an hour
- Part-time
- US work authorization
- Warehouse
- In-person
- Employee stock purchase plan
- Paid holidays

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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

jobs in ashland, ne

Client Onboarding Specialist

AI Data Quality Specialist - AI Trainer

CLASSIFIED_Night Custodian

Agent Engagement Specialist

Utility Locator

Non-Certified Pharmacy Technician

Package Handler - Part Time (Warehouse like)

Entry Level Nonprofit Canvasser for PBS & NPR - $19+/hr!

Onboarding Specialist

Servers/Baristas/Hosts

Distribution Center Team Member

Mobile Detailer Needed to removal decals from vehicles.

Assistant Manager

Shipping/Receiving Clerk

Keeper - Wildlife Safari Park

Stocker

Front Desk/Tech

Seasonal Admissions Staff

Crew Member - Ashland

Warehouse Worker - Package Handler

I want to receive the latest job alert for jobs in ashland, ne

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