Principal Global Investors seeks a New Business Consultant to partner with financial professionals, onboard new client accounts, and manage account openings and asset movement with broker-dealers. You will work with Salesforce and proprietary platforms to track tasks and maintain electronic client files.
In this role, you will provide training to financial professionals, support client relationships through follow-ups, and ensure compliance with industry regulations while delivering timely
#J-18808-LjbffrNew Business Operations Specialist in melville at Unknown Company
This position is listed as full time and onsite.