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