Investment Submissions & Account Coordination Specialist
Barnum Financial Group
BARNUM FINANCIAL GROUP is seeking a Shared Services Account Coordinator to support advisor submissions and underwriting coordination. You will manage new business applications, gather client information, pre-populate paperwork, and ensure real-time case updates in Salesforce. This role emphasizes organization, communication, and teamwork as you support a growing program and back up fellow coordinators while contributing to performance metrics and ongoing training. #J-18808-Ljbffr Barnum Financial Group
Vacancy posted 3 days ago
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