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Job DescriptionSalary: DOE We are pleased to announce an additional opening for the position of Client Onboarding Coordinator to join our team at March Forward, a financial services firm specializing in comprehensive financial planning and wealth management. In this pivotal role, you will significantly contribute to enhancing our client onboarding initiatives. Your enthusiasm and organizational skills will be essential as you manage various tasks aimed at streamlining the onboarding process and ensuring client satisfaction. You will collaborate closely with both internal teams and external partners, playing a critical role in ensuring that every detail is meticulously addressed for investment and insurance products. Key Responsibilities • Manage the client onboarding process from the initial interaction through to the funding of their account, • Facilitate communication between advisors, clients, and external partners to ensure aligned efforts, • Collaborate with advisors to facilitate the opening of client accounts, • Daily work within Salesforce and Redtail CRM, • Compile, finalize, and process all documentation related to the establishment of new accounts., • Request proposals, illustrations, and any necessary reports for accounts/policies, • Follow-up with carriers regarding any NIGO (not-in-good-order) flags, • Reach out to clients to verify the information required for the paperwork of their new account or policy, • Track insurance approval process, • Work collaboratively with onboarding team Requirements: • Working knowledge of financial services industry and regulations (FINRA, SIPC), • Working knowledge of investments, annuities, alternative investments, retirement accounts, • Experience in a client onboarding, client service, or administrative role in financial services, • Experience with Salesforce or similar business submission software, • Ability to manage multiple priorities and work in a fast-paced environment, • A proactive approach to problem-solving and willingness to take initiative, • A team player with a positive attitude and the ability to work collaboratively, • Working knowledge of life and disability insurance preferred, • Due to the sensitive and confidential nature of some tasks, must be able to follow compliance requirements and maintain confidentiality of client data. Benefits: • 15 vacation days annually (increases each year of employment), 5 sick days per year, • Health benefits, including dental and vision, • 401(k) with company match, • Annual bonus, • Hybrid (in office M-Th, work from home Friday). Our operating hours are 8:30am to 5pm March Forward | marchfwd.com | 484.734.9050

Will serve as a backup to Accounting Manager once trained in AP. Accounts payable: 3 years (Required). Informs Accounting Manager and Fiscal Director of any problems regarding Payables.

The Account Manager will collaborate closely with internal digital marketing teams to ensure campaigns are executed successfully while maintaining strong client relationships. Serve as the main point of contact for assigned client accounts. Support onboarding of new clients and ensure a smooth trans

Account Coordinators provide critical client service and administrative support to account teams. Prepare account service related documents (e. Alert account leads to challenges or obstacles.

The Account Coordinator reports to the Account Manager within the Buying Services Deliverable team. The Account Coordinator role is a dynamic entry-level position in the healthcare media buying industry. The Account Coordinator will be responsible for executing media buys, researching best opportuni

Role Overview Our organization is continuing to grow our remote team and is seeking those who enjoy assisting clients while managing a variety of tasks.In this role, you will help coordinate reservations and related arrangements such as lodging, activities, transportation, and event-related services

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.

The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC.