Client Operations & Onboarding Specialist

Vaco by Highspring; Charlotte (NC); On-site; USD 55,000 - 70,000; Full time

Job summary

A leading recruiting firm is looking for an Associate Director, Recruiting, located in Charlotte, North Carolina. This role requires managing client services and implementing new business processes in the insurance and investment sectors. Ideal candidates will have a high school diploma and at least 3 years of industry experience. The position is full-time, offering a base salary between $55,000 and $70,000 annually, with opportunities for career growth in a dynamic financial environment.

Qualifications

• 3+ years' experience within the insurance/investment advisory industry.
• Strong customer service and communication skills.

Responsibilities

• Manage client service issues efficiently.
• Prepare paperwork for insurance/investment product implementation.
• Track new business pipeline and provide status updates.

Skills

Client service management

Customer service expertise

Database management

Proactive communication

Organizational skills

Feedback process evaluation

Education

High school diploma or equivalent

Tools

Redtail

Job description

A leading recruiting firm is looking for an Associate Director, Recruiting, located in Charlotte, North Carolina. This role requires managing client services and implementing new business processes in the insurance and investment sectors. Ideal candidates will have a high school diploma and at least 3 years of industry experience. The position is full-time, offering a base salary between $55,000 and $70,000 annually, with opportunities for career growth in a dynamic financial environment.