Top 18221 Jobs in Omaha, Ne, 68131

Client Onboarding Specialist
Harrison Financial Services —Omaha, NE
- $53,550 - $72,250 a year
- Full-time
- Mid-level
- Office
- US work authorization
Quick Apply
Assistant Commercial Property Manager
Noddle Services —Omaha, NE
- $55,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Team Member
Casey's —Crescent, IA
- Part-time
- Merchandising
- No experience needed
- Quick service & fast food restaurant
- Paid holidays
- 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
Territory Sales Representative
ThrasherGroup —Omaha, NE
- $130,000 - $260,000 a year
- Full-time
- Mid-level
- Health savings account
- Health insurance
Quick Apply
7d
Count Room Specialist (NE)
JJVG of Nebraska, LLC —Omaha, NE
- Weekends as needed
- Customer service
- Computer literacy
- Office
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
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
Shipping/Receiving Clerk
MAJORS PLASTICS INC —Omaha, NE
- $18.50 an hour
- Weekends as needed
- Warehouse
- Entry level
- Health savings account
- 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
8d
Receptionist
Stewart Title Guaranty Company —Omaha, NE
- Online Application
- Office
- High school diploma or GED
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
Retail Associates
Hobby Lobby —Omaha, NE
- $15.75 - $16.75 an hour
- Part-time
- Entry level
- Paid holidays
- Disability insurance
Air Ramp - Package Handler
UPS —Omaha, NE
- $21 an hour
- Part-time
- Driver's License
- US work authorization
- Warehouse
- Employee stock purchase plan
- Paid holidays
Scheduler
CHI Health —Omaha, NE
- $17.24 - $24.35 an hour
- Full-time
- High school diploma or GED
- Medical terminology
- Communication skills
Sales Associate
BoxLunch & Hot Topic —Omaha, NE
- Part-time
- 16+ years old
- Communication skills
- Entry level
Quick Apply
Order Selector
Keurig Dr Pepper —Omaha, NE
- From $24.58 an hour
- Overtime
- Ability to lift 50 pounds
- Warehouse
- Entry level
- Paid parental leave
- Health insurance
10d
OMA American Airlines Wheelchair Agent - Part Time
Unifi Aviation, LLC —Omaha, NE
- $15 an hour
- Overtime
- 18 years or older
- No experience needed
- High school diploma or GED
- Paid training
- Health insurance
Cashier
Baker's —Omaha, NE
- Part-time
- Working with individuals with disabilities
- Basic math
- Adults
- Paid holidays
- Health insurance
Prime Air Ground Handler, Amazon - Prime Air
Amazon.com Services LLC —Omaha, NE
- $20 - $40 an hour
- Weekends as needed
- Inventory management
- High school diploma or GED
- Ability to lift 50 pounds
- Employee assistance program
- 401(k) matching
10d
Stocker
Walmart —Omaha, NE
- $16 - $29 an hour
- Part-time
- High school
- Forklift
- Ability to lift 50 pounds
- Paid jury duty
- Disability insurance

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Jobs jobs near omaha, ne, 68131

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, 68131

Client Onboarding Specialist

Assistant Commercial Property Manager

Team Member

Operational Quality Assurance Specialist

Territory Sales Representative

Count Room Specialist (NE)

Package Delivery Driver

Team Member

Shipping/Receiving Clerk

Clinic Receptionist

Receptionist

Retail Associates

Air Ramp - Package Handler

Scheduler

Sales Associate

Order Selector

OMA American Airlines Wheelchair Agent - Part Time

Cashier

Prime Air Ground Handler, Amazon - Prime Air

Stocker

I want to receive the latest job alert for jobs in omaha, ne, 68131

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