Top 16022 Jobs in Blair, 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
Automotive Sales Consultant - Ford
Woodhouse Auto Family —Blair, NE
- $60,000 - $150,000 a year
- Full-time
- Background check
- Clean driving record
- Pass drug screening
- Health savings account
- Disability insurance
Quick Apply
Vibration Data Technician
C&W Services —Blair, NE
- $17.64 - $20.75 an hour
- 8 hour shift
- Customer service
- 5 years
- Forklift
- Health savings account
- Disability insurance
Quick Apply
Stand-Up Lift Driver
Dollar General —Blair, NE
- Full-time
- Basic math
- Forklift
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
7d
Agricultural Equipment Assembler
Farm King —Blair, NE
- $20 - $22 an hour
- Full-time
- Computer literacy
- Forklift
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
2d
Corn Receiving Specialis
Cargill —Blair, NE
- Weekends as needed
- 18 years or older
- Computer literacy
- English
- Wellness program
- Paid holidays
13d
Tank Washer
Distribution Personnel, Inc. —Blair, NE
- From $22 an hour
- Full-time
- Background check
- Customer service
- Pass drug screening
- Paid training
- Paid holidays
Quick Apply
Operator
U.S. Silica —Blair, NE
- Full-time
- Forklift
- Ability to climb stairs
- High school diploma or GED
Quick Apply
Cashier
Goodwill Omaha —Blair, NE
- $15.25 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Computer skills
7d
Personal Shopper (In-Store)
Walmart —Blair, NE
- $16 - $29 an hour
- Full-time
- High school
- Entry level
- Paid jury duty
- Disability insurance
Barista
Scooters Coffee —Blair, NE
- Part-time
- Entry level
Quick Apply
Flex-Schedule Vacancy Check Evaluator
FAR Inspections —Blair, NE
- $25 - $35 an hour
- Full-time
- Background check
- Computer literacy
- Residential
- Flexible schedule
Checkout Team Associate
Walmart —Blair, NE
- $16 - $29 an hour
- Part-time
- High school
- Entry level
- Paid jury duty
- Disability insurance
2d
Records Clerk
Washington County —Blair, NE
- $16 - $18 an hour
- Full-time
- Writing skills
- English
- Office
- Health insurance
- Dental insurance
Quick Apply
2d
Customer Service Associate I
Dollar Tree —Blair, NE
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- Health insurance
- Dental insurance
Stocker
Walmart —Blair, NE
- $16 - $29 an hour
- Overnight shift
- High school
- Forklift
- Ability to lift 50 pounds
- Paid jury duty
- Disability insurance
Sales Associate
Ace Hardware —Blair, NE
- Part-time
- Ability to lift 50 pounds
- In-person
- Entry level
- Health insurance
- 401(k)
Quick Apply
Crew Member - Blair
Runza® —Blair, NE
- Up to $16 an hour
- Part-time
- No education required
- Cooking
- Quick service & fast food restaurant
- Tuition reimbursement
- Paid time off
Center Store Associate
Family Fare —Blair, NE
- Part-time
- Ability to walk for extended periods
- Merchandising
- Basic math
Quick Apply
Crew Member
McDonald’s —Blair, NE
- Part-time
- Quick service & fast food restaurant
- Entry level
- Tuition reimbursement

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Jobs jobs near blair, 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 blair, ne

Client Onboarding Specialist

Automotive Sales Consultant - Ford

Vibration Data Technician

Stand-Up Lift Driver

Agricultural Equipment Assembler

Corn Receiving Specialis

Tank Washer

Operator

Cashier

Personal Shopper (In-Store)

Barista

Flex-Schedule Vacancy Check Evaluator

Checkout Team Associate

Records Clerk

Customer Service Associate I

Stocker

Sales Associate

Crew Member - Blair

Center Store Associate

Crew Member

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

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