Onboarding & Process Specialist - Investment Services
Creative Planning
Creative Planning seeks an Onboarding Business Process Specialist to support centralized services, assisting with onboarding, RFPs, invoicing, and revenue reconciliation. You will prepare contracts, amendments, and exhibits while maintaining accurate client data in Salesforce and coordinating with stakeholders across the organization. The role requires a BA/BS and 3+ years in professional services, preferably investment services. #J-18808-Ljbffr Creative Planning
Vacancy posted 2 days ago
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