Client Onboarding & Case Management Specialist (Insurance)
Raymond James
About this role
Foundation Wealth Strategies is hiring a Case Manager & Insurance Onboarding Specialist to join its financial services office in the western suburbs of Chicago, IL. The role is a client-facing position within the firm's wealth management practice, supporting insurance and onboarding operations. It requires working closely with advisors, clients, and insurance carriers while maintaining accurate records and compliance standards.
Skills
Qualifications
About Raymond James
rjcapitalmarkets.comN/A
Recent company news
About Raymond James
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Raymond James.
Salary
$45k – $85k
per year
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