Client Onboarding & Operations Pro
Listed on 2026-10-07
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Finance & Banking
Banking & Finance, Bank Customer Service, Business Administration -
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service
Slagle Financial is seeking a Client Operations Specialist in Edwardsville, IL to support account openings, transfers, annuity and insurance applications, and daily client servicing. You will coordinate with advisors, carriers, and partners to ensure accurate processing and timely updates.
The role emphasizes attention to detail, strong communication, and the ability to handle multiple priorities in a collaborative team environment.
We invite applications for the Client Onboarding & Operations Pro position located in Edwardsville, IL, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Onboarding & Operations Pro role in the description above.
We appreciate your interest in this position.
Join Slagle Financial and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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