Retirement Plan Setup Specialist
Compass Retirement Consulting Group/Compass 360, LLC
Compass Retirement Consulting Group/Compass 360, LLC is looking for a Client Onboarding Specialist to assist clients in the management of their retirement plans. This role involves collaborating with clients, financial advisors, and internal teams, ensuring smooth onboarding processes and compliance with regulations. The ideal candidate has a high school diploma, strong communication and organizational skills, and at least two years of related experience. Proficiency in Microsoft Office and experience with Pension Pro software is a plus. #J-18808-Ljbffr Compass Retirement Consulting Group/Compass 360, LLC
Vacancy posted 1 day ago
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