Top 18621 Jobs in Omaha, Ne, 68104

Client Onboarding Specialist
Harrison Financial Services —Omaha, NE
- $53,550 - $72,250 a year
- Full-time
- Mid-level
- Office
- US work authorization
Quick Apply
Fluidics Assembly Technician
Elemental Scientific Inc —Omaha, NE
- Full-time
- High school diploma or GED
- Continuous improvement
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Outside Sales Representative
Hibu —Omaha, NE
- Online Application
- Office
- Entry level
- Mileage reimbursement
- Health insurance
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
Team Member
Casey's —Crescent, IA
- Part-time
- Merchandising
- No experience needed
- Quick service & fast food restaurant
- Paid holidays
- Health insurance
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
Hands on Bookkeeper – $65-75k, Locally Owned Central Omaha Business
Elevate Search Partners —Omaha, NE
- $30 - $40 an hour
- Full-time
- Office
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Count Room Specialist (NE)
JJVG of Nebraska, LLC —Omaha, NE
- Weekends as needed
- Customer service
- Computer literacy
- Office
Dental Patient Coordinator/Receptionist
The Tooth Doc Family Dentistry —Omaha, NE
- $18 - $20 an hour
- Full-time
- Dental office
- Customer service
- Medical office experience
- Paid training
- Health savings account
Quick Apply
Team Member
Casey's —Omaha, NE
- $15 - $19 an hour
- Part-time
- Merchandising
- No experience needed
- Quick service & fast food restaurant
- Paid holidays
- Health insurance
Security Officer
Applied Underwriters —Omaha, NE
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Package Delivery Driver
Nebraska Next Day —Omaha, NE
- From $18 an hour
- 8 hour shift
- Background check
- Local
- Pass drug screening
- Paid training
- 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
2d
Team Member
Casey's —Omaha, NE
- $15 - $19 an hour
- Part-time
- Merchandising
- No experience needed
- Quick service & fast food restaurant
- Paid holidays
- Health insurance
Delivery Drivers Wanted Starting pay $21.75
KMA+ Logistics (DSP) Delivery Service Partner —Omaha, NE
- $21.75 an hour
- 8 hour shift
- Background check
- Ability to lift 50 pounds
- Driver's License
- Paid training
- Health insurance
Quick Apply
Warehouse Associate(LATE SHIFT 1:00PM-10:00PM) !!!!!NO WEEKENDS!!!!!!
United Auto Recyclers —Omaha, NE
- $17.50 - $28.00 an hour
- Full-time
- Customer service
- Forklift
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
Dog Daycare Attendant
Dogtopia Omaha NW —Omaha, NE
- $15 an hour
- 8 hour shift
- 18 years or older
- Customer service
- No background check
- Employee discount
- Flexible schedule
Quick Apply
Driver
Schrier Automotive Inc —Omaha, NE
- $15 - $16 an hour
- Part-time
- Clean driving record
- Dealership
- Driver's License
- Flexible schedule
Quick Apply
Desktop Support Specialist L2
Blupace —Omaha, NE
- $24 - $28 an hour
- Contract
- Mid-level
- Windows
- Organizational skills
Quick Apply
Clinic Receptionist
CHI Health Clinic —Omaha, NE
- $15.67 - $22.14 an hour
- Extended hours
- No experience needed
- Clinic
- 1 year
8d

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Jobs jobs near omaha, ne, 68104

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 omaha, ne, 68104

Client Onboarding Specialist

Fluidics Assembly Technician

Outside Sales Representative

Operational Quality Assurance Specialist

Team Member

Package Handler - Part Time (Warehouse like)

Hands on Bookkeeper – $65-75k, Locally Owned Central Omaha Business

Count Room Specialist (NE)

Dental Patient Coordinator/Receptionist

Team Member

Security Officer

Package Delivery Driver

Route Service Representative

Team Member

Delivery Drivers Wanted Starting pay $21.75

Warehouse Associate(LATE SHIFT 1:00PM-10:00PM) !!!!!NO WEEKENDS!!!!!!

Dog Daycare Attendant

Driver

Desktop Support Specialist L2

Clinic Receptionist

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