Job is Expired
Location: Arizona, Florida, Georgia, Idaho, Kansas, Louisiana, Michigan, Minnesota, Nebraska, North Carolina, Texas, Utah, Virginia
Compensation: Salary
Staff Reviewed: Tue, May 10, 2022
Job Summary
A financial company has an open position for a Remote Financial Client Onboarding Specialist I.
Core Responsibilities Include:
- Building rapport over the phone and through email with clients
- Generating legal documents with accuracy and detail
- Preparing final Corporation and Plan documents
Must meet the following requirements for consideration:
- 1-2 years of customer relations experience required
- Passion for provide outstanding customer service
- Experience managing multiple accounts