New Business Onboarding Specialist
Syosset, Nassau County, New York, 11791, USA
Listed on 2026-10-17
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Finance & Banking
Center for Wealth Preservation, LLC in Syosset, NY seeks a New Business Coordinator to ensure smooth onboarding of new clients and efficient support for advisors in Life Insurance and Investments.
Responsibilities include data entry, case tracking, and liaison activities with the Home Office, while maintaining Salesforce updates and contributing to training efforts within a collaborative team.
We are seeking a motivated New Business Onboarding Specialist to join Center for Wealth Preservation, LLC in Syosset, NY, United States.
This posting is for the New Business Onboarding Specialist role at Center for Wealth Preservation, LLC, based in Syosset, NY, United States.
We are looking to fill the New Business Onboarding Specialist position at Center for Wealth Preservation, LLC in Syosset, NY, United States.
The New Business Onboarding Specialist role at Center for Wealth Preservation, LLC is now open for applications in Syosset, NY, United States.
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