Hybrid Onboarding Specialist: Client Setup & Compliance

Ferretti Search; Cornelius (NC); Ibrido; USD 45.000 - 55.000; Tempo pieno

Descrizione del lavoro

Ferretti Search, a growing financial services organization, is seeking an Onboarding Specialist who is detail-oriented, persistent, and enjoys solving problems while working directly with clients and business partners.

This hybrid role in the North Charlotte area offers $50,000 base plus bonus and requires managing onboarding, contracting, licensing, and CRM record-keeping, with communication via phone and email.

Competenze

• Strong written and verbal communication skills.
• Excellent attention to detail and organizational skills.
• Natural curiosity and ability to investigate issues independently.
• Comfortable in a process-driven, desk-based environment.
• Customer service, administrative, operations, or account support experience is a plus.
• No insurance or financial services experience required.
• No degree required; recent graduates encouraged to apply.

Mansioni

• Manage advisor onboarding, contracting, and licensing processes from start to finish.
• Communicate with advisors via phone and email, providing status updates and support.
• Work directly with insurance carriers to secure approvals and resolve issues.
• Review contracts and documentation for accuracy and completeness.
• Maintain detailed records and case notes in the CRM system.
• Assist with ongoing account maintenance, including license renewals, carrier additions, policy updates, training requirements, and profile changes.
• Serve as a resource for onboarding-related questions from internal and external stakeholders.

Conoscenze

Communication skills

Attention to detail

Curiosity

Process-driven

Customer service

Administrative experience

Operations experience

Descrizione del lavoro

Ferretti Search, a growing financial services organization, is seeking an Onboarding Specialist who is detail-oriented, persistent, and enjoys solving problems while working directly with clients and business partners.

This hybrid role in the North Charlotte area offers $50,000 base plus bonus and requires managing onboarding, contracting, licensing, and CRM record-keeping, with communication via phone and email.