IRA Onboarding & Plan Setup Specialist
Jobtailor
Jobtailor seeks a dedicated Operations/Onboarding Specialist to support client onboarding and ensure successful plan implementation and ongoing processing. The role focuses on delivering superior customer service across all contact interactions and coordinating setup information for Financial Professionals, Employers, and IRA Owners. The position involves assisting with daily transaction processing, including distribution requests and payroll contributions, and resolving errors as they arise. #J-18808-Ljbffr Jobtailor
Vacancy posted 2 days ago
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