Top 12524 Engineers, all other 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
Respiratory Therapist
Custom Healthcare Solutions —Omaha, NE
- $1,390 - $1,717 a week
- Contract
- Hospital
- BLS Certification
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
13d
Computational Biologist - AI Trainer
DataAnnotation —Omaha, NE
- $40 - $60 an hour
- Part-time
- Remote
- Computer Science
- English
- Mid-level
- Flexible schedule
Quick Apply
Facility & Grounds Employee
COUNCIL BLUFFS WATER WORKS —Council Bluffs, IA
- $20.07 - $21.65 an hour
- Overtime
- CDL B
- Background check
- Clean driving record
- Health insurance
- Dental insurance
Quick Apply
Mental Health Therapist
Leading Light Counseling —Bellevue, NE
- $60,000 - $108,000 a year
- Contract
- Private practice
- Mid-level
- Master's degree
- Flexible schedule
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
Entry Level Security Guard
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
4d
Data Center Technician
Massed Compute —Papillion, NE
- $25 - $35 an hour
- Contract
- Background check
- Mid-level
- Ability to lift 50 pounds
- On-the-job training
Quick Apply
Count Room Specialist (NE)
JJVG of Nebraska, LLC —Omaha, NE
- Weekends as needed
- Customer service
- Computer literacy
- Office
Security Agent - All Shifts
GardaWorld Security Services US (IHE) —Council Bluffs, IA
- $20.40 an hour
- Multiple hires
- Background check
- Military
- Writing skills
- Paid holidays
- Disability insurance
4d
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
4d
Direct Support Professional
Above and Beyond Therapy —Omaha, NE
- $18 - $25 an hour
- Part-time
- English
- Clinic
- Driver's License
- Paid training
- Paid parental leave
Quick Apply
Entry Level Signal Engineer, Railroad
Progress Rail —Omaha, NE
- Full-time
- Computer literacy
- Bachelor of Science
- Office
- Health savings account
- Paid holidays
Mental Health Tech
Lasting Hope Recovery Center —Omaha, NE
- $16.83 - $23.77 an hour
- Part-time
- Classroom
- CPR Certification
- Psychiatry
Data Center Technician II
Google —Omaha, NE
- $86,000 - $119,000 a year
- Weekends as needed
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
Learning and Development Specialist
Signature Performance, Inc —Omaha, NE
- $70,000 - $85,000 a year
- Full-time
- Classroom
- Public speaking
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
9d
Radiology Assistant
Nebraska Medicine —Omaha, NE
- Full-time
- Customer service
- BLS Certification
- High school diploma or GED
- Tuition reimbursement
- Opportunities for advancement
5d
Biomedical Technician I
TRIMEDX —Omaha, NE
- Full-time
- Driver's License
- Travel
- In-person
9d
Investigations Analyst (Entry Level)
Omaha National —Omaha, NE
- Bachelor of Science
- No experience needed
- Research
- Paid parental leave
- 401(k)
Data Center Infrastructure Technician
E2 Optics —Omaha, NE
- Weekends as needed
- Construction site
- Office
- High school diploma or GED
- Paid holidays
- Dental insurance

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engineers, all other jobs near omaha, 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

engineers, all other jobs in omaha, ne

Client Onboarding Specialist

Respiratory Therapist

Computational Biologist - AI Trainer

Facility & Grounds Employee

Mental Health Therapist

Omaha Police Department - Entry-level

Entry Level Security Guard

Data Center Technician

Count Room Specialist (NE)

Security Agent - All Shifts

Security Officer - Daily Pay

Direct Support Professional

Entry Level Signal Engineer, Railroad

Mental Health Tech

Data Center Technician II

Learning and Development Specialist

Radiology Assistant

Biomedical Technician I

Investigations Analyst (Entry Level)

Data Center Infrastructure Technician

I want to receive the latest job alert for engineers, all other in omaha, ne

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