Client Onboarding Specialist Ii
Current• Managed multiple 3rd party vendor accounts by ensuring timely filing of federal corporate 401(k) plan EINs.• Responsible for generating legal documents and preparing corporation and plan documents for clients. • Collaborated with the sales team to provide clients with accurate account updates. • Communicated Guidant Financials products and services with clients, including 401k’s, stocks, loans, and shares.• Submit IT issues related to bugs and software • Communicate with clients via phone, email, and chat• Managing queue loads and responsibilities related to customer accounts with minimal supervision