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IRA Onboarding & Plan Setup Specialist
Job in
High Point, Guilford County, North Carolina, 27264, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Jobtailor seeks a dedicated Operations/Onboarding Specialist to support client onboarding and ensure successful plan implementation and ongoing processing. The role focuses on delivering superior customer service across all contact interactions and coordinating setup information for Financial Professionals, Employers, and IRA Owners.
The position involves assisting with daily transaction processing, including distribution requests and payroll contributions, and resolving errors as they arise.
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