Top 18869 Jobs in Elkhorn, 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
Cook
Elk Ridge Village Senior Living —Elkhorn, NE
- Full-time
- 18 years or older
- ServSafe
- Mid-level
- AD&D insurance
- Health insurance
5d
Observer
Amentum —Offutt A F B, NE
- From $23.90 an hour
- Weekends as needed
- Patient monitoring
- Construction site
- BLS Certification
Quick Apply
9d
Operational Quality Assurance Specialist
Centese, Inc. —Omaha, NE
- $25 - $28 an hour
- Full-time
- Criminal background check
- US work authorization
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Healthcare Recruiter
Fusion Medical Staffing —Elkhorn, NE
- $45,000 - $250,000 a year
- Full-time
- Computer literacy
- English
- Mid-level
- Profit sharing
- Health savings account
Team Member
Casey's —Elkhorn, NE
- $15 - $19 an hour
- Part-time
- Merchandising
- No experience needed
- Quick service & fast food restaurant
- Paid holidays
- Health insurance
In-Shop Sandwich Maker - 108th & Maple
Jimmy John's Sandwiches - 108th & Maple —Omaha, NE
- $13.50 - $15.00 an hour
- Weekends only
- Customer service
- Quick service & fast food restaurant
- Food service
- Paid training
- Health insurance
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
Admin Clerk
Confidential —Omaha, NE
- $19 - $22 an hour
- Weekends as needed
- Microsoft Outlook
- Dealership
- Administrative experience
- Health savings account
- Paid holidays
Quick Apply
12d
Cashier
Goodwill Omaha —Elkhorn, NE
- $15.25 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Computer skills
Clinic Receptionist
CHI Health Clinic —Elkhorn, NE
- $15.67 - $22.14 an hour
- Extended hours
- No experience needed
- Clinic
- 1 year
3d
Retail Associates
Hobby Lobby —Omaha, NE
- $15.75 - $16.75 an hour
- Part-time
- Entry level
- Paid holidays
- Disability insurance
Cashier
Sodexo —Elkhorn, NE
- $16.25 - $21.30 an hour
- Online Application
- Ability to walk for extended periods
- No high school diploma
- High school diploma or GED
- Paid holidays
- Health insurance
Greeter / Counter Desk Attendant
Lucky Strike Entertainment —Elkhorn, NE
- Part-time
- High school diploma or GED
- 16+ years old
- Entry level
- Health insurance
11d
Cashier (Front End)
Costco Wholesale Corporation —Omaha, NE
- Entry level
- AD&D insurance
- Employee stock purchase plan
Cashier Assistant (Front End)
Costco Wholesale Corporation —Omaha, NE
- Entry level
- AD&D insurance
- Employee stock purchase plan
Membership Clerk
Costco Wholesale Corporation —Omaha, NE
- Entry level
- AD&D insurance
- Employee stock purchase plan
Scheduler
CHI Health —Omaha, NE
- $17.24 - $24.35 an hour
- Full-time
- High school diploma or GED
- Medical terminology
- Communication skills
Personal Shopper (In-Store)
Walmart —Omaha, NE
- $16 - $29 an hour
- Full-time
- High school
- Entry level
- Paid jury duty
- Disability insurance
Barista
Scooter's Coffee —Omaha, NE
- $16 - $20 an hour
- Part-time
- No experience needed
- Food service
- Entry level
- Paid time off
- Employee discount
Quick Apply

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Jobs jobs near elkhorn, 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 elkhorn, ne

Client Onboarding Specialist

Cook

Observer

Operational Quality Assurance Specialist

Healthcare Recruiter

Team Member

In-Shop Sandwich Maker - 108th & Maple

Package Handler - Part Time (Warehouse like)

Admin Clerk

Cashier

Clinic Receptionist

Retail Associates

Cashier

Greeter / Counter Desk Attendant

Cashier (Front End)

Cashier Assistant (Front End)

Membership Clerk

Scheduler

Personal Shopper (In-Store)

Barista

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

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