Onboarding & Compliance Partner, Financial Services

A leading financial services firm in Fort Mill is seeking an Associate Onboarding Partner who will facilitate discussions with prospects, ensure timely license transfers, and provide superior customer service. The ideal candidate will possess a Bachelor’s Degree or equivalent, have experience with Microsoft Office, and be a self-motivated team player. Responsibilities include analyzing registration forms and maintaining essential relationships while adapting to a dynamic environment.

This role is essential in helping clients achieve their financial goals.
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