Top 17354 Jobs in Bellevue, 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
Shared Living Provider / Home Provider – Nebraska
Mosaic —Nebraska
- $71,800 a year
- Full-time
- Background check
- Computer literacy
- Cooking
10d
Floor Crew
Midwest Maintenance —Omaha, NE
- $17 an hour
- Weekends as needed
- Clean driving record
- Ability to walk for extended periods
- Ability to lift 50 pounds
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
7d
Field Appointment Setter
Everlight Solar —Omaha, NE
- From $80,000 a year
- Full-time
- Background check
- 18 years or older
- No experience needed
- Opportunities for advancement
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
Delivery Driver
Simpson Logistics Inc —Council Bluffs, IA
- From $800 a week
- Full-time
- Background check
- DOT physical examination
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
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 Customer Service - Omaha / Lincoln, NE area ONLY
Fidelity Investments —Omaha, NE
- Overtime
- High school diploma or GED
- 1 year
- Communication skills
- 401(k)
Customer Support Representative - Omaha / Lincoln, NE area ONLY
Fidelity Investments —Omaha, NE
- Overtime
- High school diploma or GED
- 1 year
- Communication skills
- 401(k)
Operations Risk Support Specialist
Pacific Life —Omaha, NE
- $31.89 - $38.97 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 2 years
- Paid parental leave
- Paid holidays
Real Estate Photographer/Videographer
J. Selander Photography —Omaha, NE
- $25 - $35 an hour
- Full-time
- Background check
- Customer service
- Residential
- Paid training
- Mileage reimbursement
Quick Apply
Full-time Fullfilment/Mailroom/General Office
Railway Educational Bureau —Omaha, NE
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
Quick Apply
Customer Service Phones Medical
ONEWORLD COMMUNITY HEALTH CENTERS INC —Omaha, NE
- Full-time
- Spanish
- HIPAA
- English
- Health insurance
- Dental insurance
Family Office Controller - High Profile Impact opportunity
Elevate Search Partners —Omaha, NE
- $75 - $100 an hour
- Full-time
- Mid-level
- Office
- Accounting
Quick Apply
Executive Assistant / Operations Administration
Children's Nebraska —Omaha, NE
- Full-time
- 7 years
- Microsoft Excel
- Microsoft Outlook
Admin Assistant – Supply Chain
Interstates —Omaha, NE
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Travel reimbursement
- Paid holidays
Quick Apply
Customer Service & Product Demonstration Specialists
Pure Air Tech LLC —Omaha, NE
- $30 - $60 an hour
- Part-time
- Customer service
- No experience needed
- Office
- Paid training
- On-the-job training
Quick Apply
Financial Customer Associate - Omaha / Lincoln, NE area ONLY
Fidelity Investments —Omaha, NE
- Overtime
- High school diploma or GED
- 1 year
- Communication skills
- 401(k)
Field Inspector and Document Delivery
Independent Field Connections —Omaha, NE
- $200 - $1,000 a month
- Part-time
- Background check
- English
- Residential
- Flexible schedule
Quick Apply

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Jobs jobs near bellevue, 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

jobs in bellevue, ne

Client Onboarding Specialist

Shared Living Provider / Home Provider – Nebraska

Floor Crew

Wealth Planning Specialist (Dedicated Support to a Wealth Advisor)

Field Appointment Setter

Omaha Police Department - Entry-level

Delivery Driver

Observer

Entry Level Customer Service - Omaha / Lincoln, NE area ONLY

Customer Support Representative - Omaha / Lincoln, NE area ONLY

Operations Risk Support Specialist

Real Estate Photographer/Videographer

Full-time Fullfilment/Mailroom/General Office

Customer Service Phones Medical

Family Office Controller - High Profile Impact opportunity

Executive Assistant / Operations Administration

Admin Assistant – Supply Chain

Customer Service & Product Demonstration Specialists

Financial Customer Associate - Omaha / Lincoln, NE area ONLY

Field Inspector and Document Delivery

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

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