Top 5358 Office clerks, 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
Production Inventory Control Clerk
LBT, Inc. —Omaha, NE
- Overtime
- ERP systems
- Mid-level
- 3 years
Quick Apply
Bookkeeper
Hollywood Candy —Omaha, NE
- $25 - $35 an hour
- Part-time
- Mid-level
- GAAP
- QuickBooks
- Paid training
- Employee discount
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
11d
Front Desk Full-Time
Country House at Omaha —Omaha, NE
- $16 an hour
- Email
- Computer literacy
- Urgent Care
- Data entry
- Health insurance
- Dental insurance
Quick Apply
21h
Document Scanning Specialist 11am-7:30pm M-F
Iron Mountain —Omaha, NE
- $19 an hour
- Full-time
- Writing skills
- English
- Office
Quick Apply
Office Services Coordinator – Mail & Scanning
HUB International —Omaha, NE
- Full-time
- Mid-level
- Office
- Administrative experience
- Paid parental leave
- Health savings account
General Factory
International Paper —Omaha, NE
- $22 - $25 an hour
- Full-time
- 18 years or older
- High school diploma or GED
- Manufacturing
- Referral program
13d
Branch Office Specialist - starting at $22/hr
MHC —Omaha, NE
- From $22 an hour
- Full-time
- Microsoft Word
- Dealership
- Experience equivalent to degree accepted
- Profit sharing
- Disability insurance
Quick Apply
Clinic Receptionist
CHI Health Clinic —Omaha, NE
- $15.67 - $22.14 an hour
- Extended hours
- No experience needed
- Clinic
- 1 year
11d
Office Associate
University of Nebraska at Omaha —Omaha, NE
- Full-time
- Pass drug screening
- Mid-level
- Office
Receptionist
Stewart Title Guaranty Company —Omaha, NE
- Online Application
- Office
- High school diploma or GED
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
Medical Records Analyst
Boys Town National Research Hospital —Omaha, NE
- Full-time
- Microsoft Excel
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
14d
Records Clerk/Cashier (Civil/Small Claims)
State of Nebraska —Omaha, NE
- $16.95 an hour
- Full-time
- Office
- High school diploma or GED
- Communication skills
- Paid training
- Continuing education credits
13d
Unit Clerical
Sodexo —Omaha, NE
- $15.00 - $22.92 an hour
- Online Application
- Ability to walk for extended periods
- No high school diploma
- Research
- Paid holidays
- Health insurance
Accounting/Office Associate
University of Nebraska Medical Center —Omaha, NE
- $20.91 - $31.39 an hour
- Full-time
- Microsoft Outlook
- 5 years
- Mid-level
Office Assistant / PRN Caregiver
Serenity Homecare —Omaha, NE
- $18 - $20 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Customer service
- 401(k)
Quick Apply
20h
Medical Receptionist
Makovicka Physical Therapy —Omaha, NE
- Full-time
- High school diploma or GED
- Clinic
- Communication skills
- Continuing education credits
- Paid time off
14d
Administrative Assistant
Nebraska Medicine —Omaha, NE
- Full-time
- Microsoft Outlook
- Customer service
- Administrative experience
- Tuition reimbursement
- Opportunities for advancement
6d
Hotel Night Auditor
Moxy Hotel —Omaha, NE
- $19 - $23 an hour
- Weekends as needed
- Hotel
- In-person
- Leadership
- Health insurance
- Dental insurance
Quick Apply
21h

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

office clerks, general jobs in omaha, ne

Client Onboarding Specialist

Production Inventory Control Clerk

Bookkeeper

Observer

Front Desk Full-Time

Document Scanning Specialist 11am-7:30pm M-F

Office Services Coordinator – Mail & Scanning

General Factory

Branch Office Specialist - starting at $22/hr

Clinic Receptionist

Office Associate

Receptionist

Medical Records Analyst

Records Clerk/Cashier (Civil/Small Claims)

Unit Clerical

Accounting/Office Associate

Office Assistant / PRN Caregiver

Medical Receptionist

Administrative Assistant

Hotel Night Auditor

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected