Top 5272 Dentists, general Jobs in Omaha, 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
Yard Coordinator
Aksela —Omaha, NE
- Outdoor work
- Entry level
- Profit sharing
- Health savings account
9d
General Manager
Dave & Buster's —Omaha, NE
- $81,299 - $95,646 a year
- Weekends as needed
- Analysis skills
- Continuous improvement
- Senior level
- Disability insurance
- Dental insurance
14d
Provider & Community Relations Manager
Stride Autism Centers —Omaha, NE
- $55,000 - $65,000 a year
- Full-time
- Hybrid work
- Marketing
- HIPAA
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
6d
Mobile Mechanic
Lets Wrench LLC —Omaha, NE
- $45 - $60 an hour
- Contract
- Customer service
- Mid-level
- Fair chance
Quick Apply
1d
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
Security Officer
Applied Underwriters —Omaha, NE
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Security Officer - Daily Pay
GardaWorld Security Services US (IHE) —Omaha, NE
- $18 an hour
- Multiple hires
- Background check
- Ability to walk for extended periods
- Military
- Paid holidays
- Disability insurance
1d
Shuttle Driver
Global Parking Systems, LLC. —Omaha, NE
- $15.75 an hour
- Part-time
- Background check
- Basic math
- DOT physical examination
- Disability insurance
- Health insurance
Quick Apply
Route Service Representative
Cozzini Bros., Inc. —Omaha, NE
- $21 an hour
- Full-time
- Clean driving record
- Ability to lift 50 pounds
- Restaurant
- Paid holidays
- Disability insurance
1d
General Cleaner
ATS Facility Services —Gretna, NE
- From $15.50 an hour
- Part-time
- Background check
- Sanitation
- In-person
Quick Apply
3d
Janitor & Custodian
GDI Services Inc US —Omaha, NE
- $15 an hour
- Weekends as needed
- Customer service
- Sanitation
- Reliable transportation
Quick Apply
Management Trainee - Fleet Management
TSL Companies —Omaha, NE
- Full-time
- Background check
- Computer literacy
- Office
- Paid holidays
- Disability insurance
Quick Apply
Member Engagement Coordinator
Confidential —Omaha, NE
- $21 - $26 an hour
- Full-time
- Hybrid work
- Background check
- Google Workspace
- Mid-level
- Paid time off
Quick Apply
3d
Now hiring ages 16 and up!! Cooks, Dishwashers ,Line Fillers, and Servers - servers must be 18
HuHot Mongolian Grill —Council Bluffs, IA
- $12 - $22 an hour
- Full-time
- 18 years or older
- Casual dining restaurant
- Cooking
- Paid training
- Health insurance
Quick Apply
14d
General Factory
International Paper —Omaha, NE
- $22 - $25 an hour
- Full-time
- 18 years or older
- High school diploma or GED
- Manufacturing
- Referral program
8d
General Production Associate (Days)
International Gamco —Omaha, NE
- Full-time
- Background check
- Pass drug screening
- High school diploma or GED
- Profit sharing
- Health insurance
Quick Apply
10d
General Laborer
Ferrellgas —Omaha, NE
- Full-time
- 18 years or older
- Clean driving record
- Office
- Paid training
- Paid time off
Production Worker
Lozier —Omaha, NE
- $20.74 - $23.98 an hour
- Full-time
- Forklift
- Driving
- Entry level
- Paid holidays
- Health insurance
6d
Dishwasher
Levy Sector —Omaha, NE
- $16 an hour
- Part-time
- Background check
- Restaurant
- Entry level
- Wellness program
- Paid time off
Quick Apply

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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

dentists, general jobs in omaha, ne

Client Onboarding Specialist

Yard Coordinator

General Manager

Provider & Community Relations Manager

Mobile Mechanic

Observer

Security Officer

Security Officer - Daily Pay

Shuttle Driver

Route Service Representative

General Cleaner

Janitor & Custodian

Management Trainee - Fleet Management

Member Engagement Coordinator

Now hiring ages 16 and up!! Cooks, Dishwashers ,Line Fillers, and Servers - servers must be 18

General Factory

General Production Associate (Days)

General Laborer

Production Worker

Dishwasher

I want to receive the latest job alert for dentists, general in omaha, ne

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