Customer Onboarding Specialist (Retirement Plans)

Communicate with customers to establish their retirement plans. Educate and guide customers on retirement savings options. Collaborate with sales and account management teams. Drive process improvement and ensure customer satisfaction.

• Date Posted:

  7/1/2024 

• Remote Work Level:

  100% Remote

• Location:

  US National

  

• Job Type:

  Employee

• Job Schedule:

  Full-Time

• Career Level:

  Experienced

• Travel Required:

  No specification

• Categories:

  Business Development, Customer Service, Computer & IT, Account Management, Sales, Operations

• Company:

  Company details here

• Benefits:

  Company Benefits here

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