Top 18432 Jobs in Springfield, 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
Clinical Research Coordinator
Confidential —Omaha, NE
- $24 - $29 an hour
- Full-time
- Background check
- Writing skills
- Clinic experience
- Health savings account
- Health insurance
Quick Apply
4d
Front Desk Associate
COMFORT SUITES WEST OMAHA —Omaha, NE
- From $15 an hour
- 8 hour shift
- Hospitality
- Hotel
- Accounting
Quick Apply
Special Agent: Cybersecurity/Technology Expertise
Federal Bureau of Investigation —Omaha, NE
- $103,326 - $133,200 a year
- Full-time
- Computer Science
- Mid-level
- Bachelor's degree
Part-Time Doorstep Trash Collection Specialist – Nights – Pickup Truck Required
Valet Living LLC —La Vista, NE
- $19 an hour
- Part-time
- 18 years or older
- Ability to climb stairs
- Ability to lift 50 pounds
- Referral program
Quick Apply
11d
Lawn Care Crew Member | Seasonal | Immediate Openings
Heartland Lawns, LLC —Omaha, NE
- $22 - $26 an hour
- Temporary
- Driver's License
- No degree
- In-person
- Paid holidays
- Disability insurance
8d
Financial Customer Service Representative
Pacific Life —Omaha, NE
- $26 - $28 an hour
- Full-time
- Hybrid work
- Research
- Office
- Bachelor's degree
- Paid training
- Paid parental leave
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
Special Agent
Federal Bureau of Investigation —Omaha, NE
- $103,326 - $133,200 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
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
Retail Merchandiser
Way To Go Merchandising —Omaha, NE
- $17 - $20 an hour
- Temporary
- Ability to walk for extended periods
- Merchandising
- Ability to lift 50 pounds
- Opportunities for advancement
Quick Apply
Order Puller Associate
Cohere Beauty Omaha Inc —Omaha, NE
- $15 - $16 an hour
- Basic math
- English
- High school diploma or GED
Quick Apply
Count Room Specialist (NE)
JJVG of Nebraska, LLC —Omaha, NE
- Weekends as needed
- Customer service
- Computer literacy
- Office
Kit Associate
Cohere Beauty Omaha Inc —Omaha, NE
- $15 - $16 an hour
- Basic math
- English
- High school diploma or GED
Quick Apply
3d
Special Agent: Education/Teaching Expertise
Federal Bureau of Investigation —Omaha, NE
- $103,236 - $133,200 a year
- Full-time
- Mid-level
- Education
- Bachelor's degree
Special Agent: Healthcare Services/Medical Background
Federal Bureau of Investigation —Omaha, NE
- $103,326 - $133,200 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
Operations Claims Specialist
Pacific Life —Omaha, NE
- $24 - $43 an hour
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Paid parental leave
- Paid holidays
6d
Non-Medical Transportation Driver
CareOne Transport Systems —Omaha, NE
- $17 an hour
- Urgently hiring
- Background check
- Clean driving record
- Customer service
- Paid training
- Paid time off
Quick Apply
8d
Medical Transportation Driver
Dream Season, LLC —Cass County, NE
- $700 - $3,000 a week
- Part-time
- 18 years or older
- Pass drug screening
- No experience needed
Quick Apply
9d

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

jobs in springfield, ne

Client Onboarding Specialist

Clinical Research Coordinator

Front Desk Associate

Special Agent: Cybersecurity/Technology Expertise

Part-Time Doorstep Trash Collection Specialist – Nights – Pickup Truck Required

Lawn Care Crew Member | Seasonal | Immediate Openings

Financial Customer Service Representative

Observer

Special Agent

Package Handler - Part Time (Warehouse like)

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

Retail Merchandiser

Order Puller Associate

Count Room Specialist (NE)

Kit Associate

Special Agent: Education/Teaching Expertise

Special Agent: Healthcare Services/Medical Background

Operations Claims Specialist

Non-Medical Transportation Driver

Medical Transportation Driver

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected