Description. Dorhout Retirement Services is looking for an Account & Onboarding Specialist to join our team. This role will require you to manage application submission and account transfer follow-up for new and existing clients, incoming client calls, outbound follow-ups, database management, administrative responsibilities, and financial planning duties, along with meeting preparation and note-taking. You will be a Swiss Army Knife, helping to ...
Description. Dorhout Retirement Services is looking for an Account & Onboarding Specialist to join our team. This role will require you to manage application submission and account transfer follow-up for new and existing clients, incoming client calls, outbound follow-ups, database management, administrative responsibilities, and financial planning duties, along with meeting preparation and note-taking. You will be a Swiss Army Knife, helping to ...
