Onboarding Team Lead

1 week ago


Bloomington, United States Simplicity Group Holdings Full time
About the Role

The Onboarding Team Lead will be responsible for building deep relationships with and providing operational support to an assigned group of Financial Advisors or Firms. This position requires a positive and confident individual with dynamic communication skills.

The successful candidate will have strong interpersonal skills with the ability to develop value-added relationships with clients, as well as the ability to work autonomously and manage time efficiently in order to meet client deadlines.



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