Software Onboarding Consultant - Phoenix, AZ - beBeeOnboarding

    beBeeOnboarding
    beBeeOnboarding Phoenix, AZ

    1 day ago

    Job title: Customer Onboarding Specialist

    Description

    Career Summary

    We are seeking a skilled professional to provide top-notch customer service and onboardings, ensuring seamless adoption of our software solutions.


  • Only for registered members Tempe

    This position is responsible for managing and overseeing the successful transition of new financial advisors and their teams to Kestra Financial Inc.Host weekly Zoom meetings with assigned onboarding firms to drive engagement, · address transition topics, answer questions, and en ...

  • Only for registered members Tempe, AZ

    This position is responsible for managing and overseeing the successful transition of new financial advisors and their teams to Kestra Financial Inc. · ...

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    We are seeking an Entry Level Management professional to support daily operations and team coordination. · Assist in overseeing team activities to ensure goals are met efficiently. · Coordinate communication between departments and management. · Provide excellent customer servic ...

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  • Only for registered members Phoenix

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