Financial Onboarding Specialist: Client & Account Setup

March in Conshohocken, PA seeks a detail-oriented Client Onboarding Coordinator. In this role, you'll manage the onboarding process for investment and insurance accounts, ensuring accuracy and compliance. You'll work closely with advisors and clients, using Salesforce and Redtail CRM. The ideal candidate will have financial services experience, strong organizational skills, and a collaborative mindset. Benefits include 15 vacation days, health insurance, and a hybrid work schedule.
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