Client Onboarding & Service Excellence Specialist
MidAtlantic IRA, LLC
MidAtlantic IRA, a Frederick, MD-based self-directed IRA administrator, is seeking a Client Associate to be the backbone of the onboarding experience for new clients. You will guide clients through paperwork, coordinate transfers, and ensure smooth onboarding. This in-office role in Frederick, MD involves coordinating with banks, keeping Zoho CRM up to date, and ensuring clients feel supported and informed from day one. #J-18808-Ljbffr MidAtlantic IRA, LLC
Vacancy posted 4 days ago
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