• The position is a Traveling role (75-90%) that requires the applicant to travel all across the country and is fully expensed.
• MUST have own charge card/credit card for expenses on the road (Food, and Travel), which will be later reimbursed later.
• College Graduates are the best fit for the role.

• Position: Securities Operations Representative 2 (Transition Specialist)
• Industry: Banking/Financial Services
• Job duration: 3 months (High Chances of Extension)
• Location: The position is a traveling (75-90%) role that requires the applicant to travel all across the country and is fully expensed.
• Travel schedule: Around 2-10 weeks at a time
• Training Location: Irving, TX 75039 (Need to be present (In-Person) in Irving, TX for training) - 2 to 3 weeks
• Shift: Monday-Friday
• Interview Process: 1 round - MS Teams Interview
• Pay Rate: $19-20/hour

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

• Team player, Assertiveness – Must make a good first impression.
• Analytical skills.
• Attention to detail.
• 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 the road.

Benefits:

• The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually – as applicable.