Client Onboarding Specialist, Merkle Retirement Planning
Client Onboarding Specialist, Merkle Retirement Planning The Client Onboarding Specialist plays a critical role in ensuring a seamless and welcoming experience for our clients as they join our firm, handling paperwork, account setup, and the efficient tracking of asset transfers. The Client Onboarding Specialist will be the initial point of contact on the Client Servicing Team for new clients, guiding them through the onboarding process with expertise and care. Responsibilities revolve around managing
Merkle Retirement PlanningClient Servicing Specialist, Merkle Retirement Planning
Position Description: The Client Servicing Specialist plays a pivotal role in helping Merkle Retirement Planning families bring their retirement visions to life and keep their retirement plans on track. Serving as a vital link between the Retirement Planners and clients, the Client Servicing Specialist is entrusted with the responsibility of delivering exceptional customer interactions that address clients' immediate needs and cultivate enduring trust. In this vital position, the Client Servicing
Merkle Retirement Planning