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.
You will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors.
Prepare fund applications for third-party fund companies with client information and coordinate with implementation managers and investment teams.
Matching Summary
This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform.