Conversion & Onboarding Specialist
VestweII
Vestwell is seeking a Conversion Associate to support onboarding and conversion plans for plan sponsors on our platform. The role involves coordinating with Implementation Managers, sub-custodians, and financial advisors to manage timelines and deliverables, while maintaining data in CRM systems. You will work in a hybrid King of Prussia office, collaborating with internal teams on process improvements and operational tasks. #J-18808-Ljbffr VestweII
Vacancy posted 2 days ago
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