Job Description
Responsibilities:
- Facilitate client onboarding, system conversions, and transitions.
- Conduct data analysis, reconciliation, and review.
- Engage with clients to communicate documentation requirements.
Requirements:
- 5+ years of experience in client onboarding or financial services operations.
- Hands-on experience with cost basis and tax reporting platforms.
- Strong client engagement and communication skills.
Benefits:
- Competitive base salary.
- Comprehensive medical, dental, and vision coverage.
- Flexible work environment.
About Jobgether
This position is posted by Jobgether on behalf of a partner company, using an AI-powered matching process.