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Conversion & Onboarding Specialist

Job in King of Prussia, Montgomery County, Pennsylvania, 19406, USA
Listing for: Vestwell
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 65000 - 75000 USD Yearly USD 65000.00 75000.00 YEAR
Job Description & How to Apply Below
A financial technology company is seeking a Conversion Associate to manage the onboarding processes for its platform. The role involves coordinating with multiple stakeholders, managing cash asset transfers, and supporting operational improvements. Candidates should have a degree in Finance or Accounting, strong organizational skills, and proficiency in tools like Google Workspace and Salesforce. This position offers a hybrid schedule based in King of Prussia, PA, with a competitive salary range of $65K - $75K.
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