Client Onboarding & New Business Coordinator

B.O.S.S. Retirement Solutions in Lehi, Utah is looking for a New Business Coordinator to provide high-level customer service and accuracy in client applications. Duties include processing applications, resolving paperwork issues, and collaborating with third parties. Candidates must have extreme attention to detail, a Bachelor’s degree or equivalent experience, and at least 2 years in a related field. The position offers a starting salary of $50,000/year, with potential increases upon obtaining an Insurance license and Series 65 designation.
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