New Business Consultant
Company: VirtualVocations
Location: Kalamazoo
Posted on: November 4, 2024
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Job Description:
A company is looking for a New Business Consultant to provide
operations support as a liaison between the organization and new
clients.
Key Responsibilities
Pro-actively contact new plan clients to guide them through
processes and systems
Analyze current plan documents for compatibility and identify
potential issues
Coordinate the receipt of all data needed for new plan transfers,
start-up plans, or plan mergers
Required Qualifications
Bachelor's Degree in Business or related field
Minimum of three (3) years' experience in the financial services
industry
Knowledge of asset and custodial account transfer processes
Experience with back office systems, including Relius
Advanced data manipulation skills
Keywords: VirtualVocations, East Lansing , New Business Consultant, Professions , Kalamazoo, Michigan
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