Client Onboarding Specialist - Tarpon Springs, FL
14 hours ago
Job summary
The Client Onboarding Specialist serves as the primary point of contact for newly affiliated financial advisors during their first 90 days with Megastar Advisors.
This role is responsible for guiding advisors through onboarding, early business setup, and initial production,
with the goal of transitioning them successfully to an internal Account Manager after the first 90 days.
- Serve as the main point of contact for new advisors during their first 90 days
Job description
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