About this opportunity
Principal International lists this New Business Operations Specialist opportunity in melville, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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
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Worksite address
melville, NY, 11775, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.