Operations Associate (Insurance and Investments) Job at Harrison Financial Services, Omaha, NE

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  • Harrison Financial Services
  • Omaha, NE

Job Description

Operations Associate

Job Summary

We are seeking a detail-oriented and proactive Operations Associate to join our dynamic team at Harrison Financial Services. The ideal candidate will play a crucial role in ensuring the smooth operations of our private wealth management services firm by maintaining CRM integrity, managing client information, preparing files and documentation, and supporting our client-facing teams.

General Responsibilities:

• Ensure the accuracy and completeness of client data within the CRM system.

• Regularly audit and update client records to reflect current information.

• Assist in the management of client accounts, including monitoring changes and updates as required.

• Collaborate with financial advisors to ensure all account details are accurately documented.

• Maintain confidentiality and security of client data in compliance with industry regulations.

• Distribute meeting notes to relevant team members and follow up on outstanding tasks.

• Maintain CE licensing, credentials, and designation records for advisors.

Role requirements:

• Proficiency in CRM software and Microsoft Office Suite.

• Proven experience is servicing clients in a similar role.

• Knowledge of financial products, investment strategies, and industry regulations.

• Strong interpersonal and communication skills.

• Excellent problem-solving skills, with a focus on delivering exception client service.

• Ability to analyze data, identify trends, and make data-driven decisions.

• Ability to work independently, manage multiple priorities, and meet deadlines.

• Strong attention to detail and organizational skills.

• Professional demeanor and positive attitude.

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