The right talent can transform your business—and we make that happen. At Collabera, we go beyond staffing to deliver strategic workforce solutions that drive growth, innovation, and agility. With deep industry expertise, a global talent network, and a people-first approach, we connect you with professionals who don’t just fit the role but elevate your business. Partner with us and build a workforce that powers success.
Portfolio Analyst
Contract: St Louis, Missouri, US
Salary Range: 18.00 - 20.00 | Per Hour
Job Code: 362473
End Date: 2025-06-29
Days Left: 26 days, 8 hours left
Detailed Job Description:
Client: Bank
Job Title: Securities and Operations representative
Location: St Louis, MO
Duration: 03 Months
Pay Rate: $18 - 20/HR
Overview:
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The team’s responsibility is running field transitions, which means meeting with external firm Financial Advisors in search of a new firm.
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This team will meet the FA in-person and help with transferring the asset/brokerage book of business accounts over.
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Some transitions can be smaller (200 customer accounts) or larger (10k+ customer accounts).
Education:
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Accounting finance background or Math degree
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Customer service background
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Banking Firm experience
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Attention to detail
Responsibilities:
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2-3 weeks onsite in STL for training before being sent on transitions 50% Travel
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Meet face to face with external firm Financial Advisors, and partners to transfer customer accounts to our Initiative.
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First impressions/confidence very important.
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Will work through different business channels (brokerage/assets/mortgage)
Job Requirement
- Accounts
- Portfolio
- Funds
- Customer Service
Reach Out to a Recruiter
- Recruiter
- Phone
- Vivek Singh
- vivek.ksingh@collabera.com
Apply Now
Apply Now
