This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform
Job Summary
This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform.
In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors.
You will review and identify issues with potential fund lineups and prepare fund applications for third-party fund companies with client information.
Matching Summary
This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform.
Salary
$6 per hour
Skills & Requirements
Must-have
Review fund lineups
Prepare fund applications
Coordinate plan transitions
Maintain client data in CRM
Support operating procedure creation
Nice-to-have
Optimistic, flexible, creative, team-oriented
Affinity for learning and communication
Proactive and analytical problem-solver
Key Requirements
Understanding of mutual funds, stable value funds, CITs, ETFs
Experience with collaboration, project management, and CRM tools