Top 17435 Jobs in Papillion, 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
Residential Draftsman
Birchwood Homes —Omaha, NE
- From $50,000 a year
- Full-time
- Residential
- In-person
- Entry level
- Health insurance
Quick Apply
Site Support
Stella Enviornmental Services —Omaha, NE
- From $17 an hour
- Full-time
- Heavy lifting
- Ability to walk for extended periods
- Maintenance
- Disability insurance
- Health insurance
Quick Apply
Kennel Manager
Paddington Station —Bellevue, NE
- $45,000 - $55,000 a year
- Full-time
- Sales
- Mid-level
- Paid time off
- Employee discount
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
Observer
Marathon TS —Offutt AFB, NE
- $22.85 - $27.78 an hour
- Part-time
- Background check
- Construction site
- English
- Health insurance
- Dental insurance
Quick Apply
Servers/Baristas/Hosts
Le Peep Restaurants of Omaha —Omaha, NE
- $15 - $25 an hour
- Part-time
- Serving
- Customer service
- High school diploma or GED
- Employee discount
- Flexible schedule
Quick Apply
Parts Delivery Driver
Edwards Chrysler Dodge Jeep Ram Fiat Village Pointe —Omaha, NE
- Dealership
- Driver's License
- Communication skills
Quick Apply
Secretary/Receptionist
Faith Presbyterian Church —La Vista, NE
- $20 - $23 an hour
- Part-time
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
7d
Stocker
Costco Wholesale Corporation —La Vista, NE
- Merchandising
- Warehouse
- Entry level
- AD&D insurance
- Employee stock purchase plan
Merchandise and Stocking Associate
Sam's Club —Papillion, NE
- $19 - $27 an hour
- High school
- Sales
- Merchandising
- Paid jury duty
- Disability insurance
Receiving Clerk
Costco Wholesale Corporation —La Vista, NE
- Entry level
- AD&D insurance
- Employee stock purchase plan
Landscape Receptionist
Patera Landscaping —Omaha, NE
- $18 - $22 an hour
- Part-time
- Computer literacy
- Office
- Administrative experience
- Health insurance
- Paid time off
Quick Apply
13d
(USA) Backroom Associate - Sam's Club
Sam's Club —Papillion, NE
- $19 - $27 an hour
- 18 years or older
- High school
- Merchandising
- Paid jury duty
- Disability insurance
3d
Cashier (Front End)
Costco Wholesale Corporation —La Vista, NE
- Entry level
- AD&D insurance
- Employee stock purchase plan
Inventory Auditor
Costco Wholesale Corporation —La Vista, NE
- Entry level
- AD&D insurance
- Employee stock purchase plan
Cashier - Shadow Lake Town Ctr
JCPenney —Papillion, NE
- $15.00 - $18.75 an hour
- Merchandising
- Entry level
- Paid holidays
- Health insurance
Stocker
Walmart —Papillion, NE
- $16 - $29 an hour
- Overnight shift
- High school
- Forklift
- Ability to lift 50 pounds
- Paid jury duty
- Disability insurance
Loss Prevention Clerk
Costco Wholesale Corporation —La Vista, NE
- Entry level
- AD&D insurance
- Employee stock purchase plan
Membership Clerk
Costco Wholesale Corporation —La Vista, NE
- Entry level
- AD&D insurance
- Employee stock purchase plan

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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 papillion, ne

Client Onboarding Specialist

Residential Draftsman

Site Support

Kennel Manager

Assistant Commercial Property Manager

Observer

Servers/Baristas/Hosts

Parts Delivery Driver

Secretary/Receptionist

Stocker

Merchandise and Stocking Associate

Receiving Clerk

Landscape Receptionist

(USA) Backroom Associate - Sam's Club

Cashier (Front End)

Inventory Auditor

Cashier - Shadow Lake Town Ctr

Stocker

Loss Prevention Clerk

Membership Clerk

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

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