New Business Consultant

Company: VirtualVocations
Location: Saint Paul
Posted on: November 4, 2024

Job Description:

A company is looking for a New Business Consultant to provide operations support as a liaison between the organization and new clients.

Key Responsibilities

Pro-actively contact new plan clients to guide them through processes and systems
Analyze current plan documents for compatibility and identify potential issues
Coordinate the receipt of all data needed for new plan transfers, start-up plans, or plan mergers

Required Qualifications

Bachelor's Degree in Business or related field
Minimum of three (3) years' experience in the financial services industry
Knowledge of asset and custodial account transfer processes
Experience with back office systems, including Relius
Advanced data manipulation skills

Keywords: VirtualVocations, Maple Grove , New Business Consultant, Professions , Saint Paul, Minnesota

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