Client Transitions Specialist Onboarding & Operations
Pathstone
Pathstone is seeking a Client Transitions Senior Associate to coordinate and support client onboarding and offboarding processes in Englewood, NJ. The successful candidate will exhibit strong organizational skills and service mindset, managing multiple priorities in a fast-paced environment. Responsibilities include maintaining documentation and communication across stakeholders, while qualifications require a Bachelor's degree and relevant financial services experience. Competitive benefits include medical coverage and flexible PTO. #J-18808-Ljbffr
Vacancy posted 5 days ago
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