Unknown Company

Senior Client Onboarding & Conversion Specialist

centennial, co • Posted 3 weeks ago
Onsite Full Time Marketing & Media

Axos Clearing is seeking a customer-facing Conversion Manager to serve as the primary contact for new clients and coordinate the seamless conversion of outside accounts and assets.

You will train new clients on the proprietary platform, troubleshoot issues, and collaborate across teams to ensure timely conversions and growth opportunities for RIAs. Strong communication and problem-solving skills are essential.

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Senior Client Onboarding & Conversion Specialist in centennial at Unknown Company

This position is listed as full time and onsite.

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