Top 17141 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
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
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
7d
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
Assistant Property Manager/Leasing Agent
PrimeSites —Papillion, NE
- From $45,000 a year
- Full-time
- Mid-level
- Residential
- In-person
- Health insurance
- Dental insurance
Quick Apply
Warehouse Associate
Building Products Inc —Council Bluffs, IA
- $18 - $20 an hour
- Full-time
- Forklift
- Warehouse
- Computer skills
- Profit sharing
- Paid holidays
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
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
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
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
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
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
Count Room Specialist (NE)
JJVG of Nebraska, LLC —Omaha, NE
- Weekends as needed
- Customer service
- Computer literacy
- Office
FIRST SHIFT Receiving Associate - Day Hours
Noll Human Resource Services —Omaha, NE
- $18 an hour
- Overtime
- Inventory management
- High school diploma or GED
- Ability to lift 50 pounds
- Profit sharing
- Health insurance
Quick Apply
Entry-Level Laboratory Technician
Noll Human Resource Services —Omaha, NE
- $18 an hour
- Overtime
- High school diploma or GED
- US work authorization
- Cleaning
- Profit sharing
- Health insurance
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
Inspector Packer 2nd Shift
Airlite Plastics Co. —Omaha, NE
- Full-time
- Computer literacy
- Organizational skills
- Entry level
- Disability insurance
- Health insurance
4d
Inspector Packer 1st Shift
Airlite Plastics Co. —Omaha, NE
- Full-time
- Computer literacy
- Organizational skills
- Entry level
- Disability insurance
- Health insurance
4d
Customer Engagement Specialist
ThrasherGroup —Omaha, NE
- From $18 an hour
- Full-time
- Background check
- 18 years or older
- Residential
- Paid training
- Health savings account
Quick Apply

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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

Operational Quality Assurance Specialist

Provider & Community Relations Manager

Assistant Commercial Property Manager

Assistant Property Manager/Leasing Agent

Warehouse Associate

Team Member

Security Officer

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

Package Delivery Driver

Package Handler - Part Time (Warehouse like)

Team Member

Route Service Representative

Count Room Specialist (NE)

FIRST SHIFT Receiving Associate - Day Hours

Entry-Level Laboratory Technician

Driver

Inspector Packer 2nd Shift

Inspector Packer 1st Shift

Customer Engagement Specialist

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