Hybrid Onboarding Specialist: Insurance & Wealth

A financial services firm in Pearl River is seeking a Client Onboarding Specialist to manage the onboarding lifecycle for accounts and policy transfers. You will oversee coordination and handling of paperwork involved in life insurance and annuity processes, ensuring compliance and seamless client interactions. The ideal candidate has 3-5 years of experience in insurance processing, proficiency in Salesforce, and excellent communication skills. This role offers a base salary of $55,000 - $65,000 plus a discretionary bonus, with a hybrid working model. #J-18808-Ljbffr