Job Summary
A multi-faceted financial agency needs applicants for an opening for a Remote Client Onboarding Manager.
Candidates will be responsible for the following:
- Serving as the main point of contact for new to Principal clients
- Analyzing complex set-up information and utilizing networking skills
- Building department knowledge by assisting with project work as needed
Position Requirements Include:
- 6+ years of relevant experience
- Strong leadership, decision-making, and negotiation skills
- Preference for experience in Institutional market space