Job Description Our client, a leader in their industry is searching for a Transitions/Onboarding Lead... to join their firm. This position will advise the new Advisor’s office on this firm’s onboarding and transition processes...
revenue Transition Support (if applicable) Structured onboarding and client transition support for a smooth experience..., events, and supported lead channels Collaborate with internal resources to streamline onboarding, planning execution...
. Your Path With Us Step 1: Start of Employment (Transfer Agent Role) Start your journey with a paid 2 to 4 week onboarding... Once your contracting is complete, you’ll seamlessly transition to the next phase. Step 2: Medicare & Senior Benefits...