Retirement Plan Conversions & Onboarding Expert
Job in
Pueblo, Pueblo County, Colorado, 81004, USA
Listed on 2026-06-26
Listing for:
Raymond James
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Raymond James is seeking a qualified professional to manage retirement plan conversions, oversee onboarding processes, and ensure client satisfaction. The role requires a Bachelor's degree and at least three years of relevant experience in financial services.
The ideal candidate will excel at problem-solving, effective communication, and project management, and may work in a hybrid capacity based in Colorado. A strong understanding of the retirement plan industry is essential.
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