Transition Specialist

Contract to Hire: St Louis, Missouri, US

Salary: $21.00 Per Hour

Job Code: 356097

End Date: 2024-12-19

Days Left: 26 days, 22 hours left

Note:
  • The position is a Travelling role involving the personnel to travel all across the country and is fully expensed.
Position Details:
  • Position: Securities Operations Representative 2 (Transition Specialist)
  • Industry: Banking/Financial Services
  • Job duration: 3 months (High Chances of Extension)
  • Location: St. Louis, MO 63103 (The position is a Travelling role involving the applicant to travel all across the country and is fully expensed)
  • Training Location: St. Louis, MO 63103 (Need to be present (In-Person) in St. Louis, MO for training) - 2 to 3 weeks
  • Shift: Monday - Friday
  • Pay Rate: Flexible
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 Financial Advisors 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).
  • New Accounts opening program.
  • Can grow from Transition Specialist to Consultant to Team Lead.
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.
Job Requirement
  • Operations
  • Operations Specialist
  • Operations Clerk
  • Transactions Clerk
  • Transaction Specialist
  • Transition Specialist
  • Communication skills
  • Travel
  • Travelling
  • Finance Associate
Reach Out to a Recruiter
  • Recruiter
  • Email
  • Phone
  • Indranil Kundu
  • indranil.kundu@collabera.com
Apply Now
Apply Now
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Collabera is a leading global digital talent solutions firm. For over 25 years, we have provided digital and IT talent services, direct placement and career advisement, global remote talent and learning solutions to transform and diversify workforces for the Fortune 1000 globally.

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Collabera is a leading global digital talent solutions firm. For over 25 years, we have provided digital and IT talent services, direct placement and career advisement, global remote talent and learning solutions to transform and diversify workforces for the Fortune 1000 globally.

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