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Client Onboarding Specialist Transfer Agent

VALID8 Financial

Valid8 Financial, Inc. is seeking an Onboarding Associate to enhance the client onboarding experience. This role requires a detail-oriented individual capable of managing onboarding schedules, ensuring compliance with documentation, and providing exceptional service. Successful candidates will have strong interpersonal skills, experience in client-facing roles, and solid computer skills, including proficiency in Microsoft Office and SharePoint. The position offers extensive benefits including health insurance and a 401K match. #J-18808-Ljbffr

Vacancy posted 1 day ago
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