Top 17118 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
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
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
Nursery Yard Lead, Sales
Mulhalls —Omaha, NE
- Full-time
- Mid-level
- Ability to lift 50 pounds
- Ability to stand for extended periods
- Health savings account
- Paid holidays
Quick Apply
Desktop Support Technician
Ovation Workplace Services —Bellevue, NE
- $35,000 - $49,920 a year
- Weekends as needed
- Background check
- Computer Science
- Mid-level
- 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
Observer
Amentum —Offutt A F B, NE
- From $23.90 an hour
- Weekends as needed
- Patient monitoring
- Construction site
- BLS Certification
Quick Apply
5d
Asset Protection Customer Host
Walmart —Papillion, NE
- $16 - $29 an hour
- Part-time
- High school
- Entry level
- Paid jury duty
- Disability insurance
Secretary/Receptionist
Faith Presbyterian Church —La Vista, NE
- $20 - $23 an hour
- Part-time
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
7d
Independent Field Inspector
JMI Reports, LLC —Bellevue, NE
- $20 - $25 an hour
- Choose your own hours
- Residential
- Driver's License
- Driving
- Flexible schedule
Quick Apply
1d
Stocker
Costco Wholesale Corporation —La Vista, NE
- Merchandising
- Warehouse
- Entry level
- AD&D insurance
- Employee stock purchase plan
Utility Locate Technician $22.00-$30.00/hr Bellevue, Nebraska
ELM Utility Services —Bellevue, NE
- $22 - $30 an hour
- Full-time
- Background check
- 18 years or older
- High school diploma or GED
- Fuel card
- Paid holidays
Quick Apply
Lot Attendant - Bellevue Subaru
MAG BESU LLC —Bellevue, NE
- $15 - $18 an hour
- Full-time
- Background check
- Clean driving record
- Dealership
- Health savings account
- AD&D insurance
Quick Apply
Front Desk Representative
Blue Moon Fitness —Bellevue, NE
- $12 - $30 an hour
- Part-time
- Front desk
- Entry level
- Profit sharing
- Employee discount
Quick Apply
Merchandise and Stocking Associate
Sam's Club —Papillion, NE
- $19 - $27 an hour
- High school
- Sales
- Merchandising
- Paid jury duty
- Disability insurance
Landscape Receptionist
Patera Landscaping —Omaha, NE
- $18 - $22 an hour
- Part-time
- Computer literacy
- Office
- Administrative experience
- Health insurance
- Paid time off
Quick Apply
13d
Online Grocery Pick-Up Clerk
Baker's —Bellevue, NE
- Part-time
- Basic math
- Adults
- Cash register
- Paid holidays
- Health insurance
CASHIER-CHECKER
US Air Combat Command —Offutt AFB, NE
- $15.75 an hour
- Part-time
- Background check
- Pass drug screening
- Military encouraged
Stocker
Walmart —Bellevue, NE
- $16 - $29 an hour
- Full-time
- High school
- Forklift
- Ability to lift 50 pounds
- Paid jury duty
- Disability insurance
Receiving Clerk
Costco Wholesale Corporation —La Vista, NE
- Entry level
- AD&D insurance
- Employee stock purchase plan

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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

Site Support

Field Appointment Setter

Nursery Yard Lead, Sales

Desktop Support Technician

Observer

Observer

Asset Protection Customer Host

Secretary/Receptionist

Independent Field Inspector

Stocker

Utility Locate Technician $22.00-$30.00/hr Bellevue, Nebraska

Lot Attendant - Bellevue Subaru

Front Desk Representative

Merchandise and Stocking Associate

Landscape Receptionist

Online Grocery Pick-Up Clerk

CASHIER-CHECKER

Stocker

Receiving Clerk

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

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