Client Onboarding & Operations Specialist
Mid-American Wealth
Mid-American Wealth in Kansas City is seeking a New Business Coordinator to support advisors and clients with the onboarding and processing of new business. This role involves ensuring that all applications, account openings, and transactions are completed accurately and efficiently while complying with company policies. The ideal candidate will have experience in financial services and strong organizational skills. You will be responsible for client onboarding, processing transactions, and maintaining accurate records within the CRM system. #J-18808-Ljbffr
Vacancy posted 1 day ago
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