Onboarding & Implementation Specialist
SimplePath Retirement, LLC
SimplePath Retirement, LLC is seeking a New Business Processor to own the onboarding and implementation process for new clients. You will coordinate paperwork, track progress, and communicate clearly to ensure a seamless client experience from day one. This role sits at the intersection of trust and precision. You will enable advisors to focus on planning while you handle details with integrity, speed, and strong follow-through, in a fast-paced, professional office environment. #J-18808-Ljbffr SimplePath Retirement, LLC
Vacancy posted 2 days ago
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