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Onboarding Associate, New Accounts

Retired.Com
Located in Ohio
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This is more than onboarding—it’s the moment where trust is built, momentum ...
Details
Summary
About the job:
is created, and the client journey takes shape. As an Onboarding Associate, you will serve as a critical early touchpoint for new clients, guiding them from application through account setup to funding readiness. Your focus is to keep clients moving forward, reduce friction, and ensure a seamless transition to our Incoming Transfers team. What You'll Do Own the Application to Funding Journey - Guide clients from application through setup to funding readiness - Ensure all requirements are complete and clients are...
Location:
Located in Ohio
Job Type:
Full-Time
Permanent
Occupation:
Correspondence Clerks
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
From:
Linkedin_NG
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
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