• Consolidation Coordinator

    Manulife (Boston, MA)
    …+ Member of an in-bound/out-bound phone-based team focused on driving new roll-in assets for John Hancock + Educate and help 401(k) participants to better understand ... the benefits of consolidating their retirement assets into their JH 401(k) + Assist new and existing 401(k) participants throughout the roll-in process. This would generally include obtaining authorization on rollover paperwork and contacting plan providers,… more
    Manulife (09/13/24)
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