Travel Onboarding & Training Specialist, Wealth Mgmt
Mohr Talent
MOHR Talent is seeking a Client Onboarding & Training Specialist to support advisor firms during onboarding on our wealth management platform. The role involves extensive travel, serving as the main onboarding contact, and leading training sessions to ensure smooth account setup and documentation compliance. Approximately 2 years in financial services or onboarding, strong MS Office skills, and excellent communication are required. #J-18808-Ljbffr Mohr Talent
Vacancy posted 2 days ago
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