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Client Onboarding Specialist Retirement Planning
Job in
Palm Harbor, Pinellas County, Florida, 34683, USA
Listed on 2026-03-12
Listing for:
SimplePath Retirement, LLC
Full Time
position Listed on 2026-03-12
Job specializations:
-
Business
Business Administration
Job Description & How to Apply Below
A retirement planning firm located in Palm Harbor, FL, is seeking an experienced New Business Processor. This role will manage the client onboarding process, ensuring accurate documentation and clear communication. Candidates should have over 3 years of related experience, strong organizational skills, and be proficient with systems like Salesforce. The position involves collaborating with advisors and supporting client needs within a structured environment, offering a full benefits package including PTO and health insurance.
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