Job Description

Contract to Hire: St Louis, Missouri, US

Salary: $21.00 Per Hour

Job Code: 353191

End Date: 2024-09-25

Days Left: 5 days, 7 hours left

Note:

Position Details:

Position: Securities Operations Representative 2
Industry: Banking/Financial Services
Job duration: 3 months (High Chances of Extension)
Location: FULLY REMOTE (Travel position, no hub market necessary, and is Fully Expensed)
Shift: Monday - Friday
Pay: $21/hour on W2 without any healthcare and medical benefits
Start Date: ASAP

Mission:

The team’s responsibility is running field transitions, which means meeting with external firm Financial Advisors in search of the new firm.
This team will meet the FA in person and help with transferring asset/brokerage book of business accounts over to internal systems.
Some transitions can be smaller (200 customer accounts) or larger (10k+ customer accounts).

Roles and Responsibilities:

2-3 weeks of training before being sent on transitions.
Meet face-to-face with external firm Financial Advisors, and partners to transfer customer accounts to internal programs.
First impressions/confidence are very important.
Will work through different business channels (brokerage/assets/mortgage).
Beta: New Accounts opening program.
Can grow from Transition Specialist to Consultant to Team Lead.
Must be willing to work and train others.

Required Skills:

Team player, Assertiveness – Must make a GOOD first impression.
Analytical skills.
Attention to detail.
Could be fresh out of college looking for a job – Excited to travel across the USA.
Willing to work some holidays/weekends (Not major holidays).
MUST have own charge card/credit card for expenses on road.

Recruiter

Phone

Indranil Kundu

indranil.kundu@collabera.com

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