Domain: Banking/Financial

Job Title: Securities Operations Representative 2 (Transition Specialist)

Location: Dallas, TX 75205

Duration: 3 months (High Chances of Extension - will extend up to 24 months and convert for a good resource)

Pay Range: ($18-$20) hourly

Shift: Monday-Friday - 9 AM to 5 PM EST

Location: The position is a traveling role that requires the applicant to travel all across the country and is fully expensed.

Travel schedule: Around 2-10 weeks at a time.

• Fresh out of college, looking for a job (any background) – Excited to travel across the USA with good communication skills.
• Any banking/financial background person (comfortable with traveling).
• Willing to work some holidays/weekends (Not major holidays).
• MUST have their own charge card/credit card for expenses on the road.
• Team player, Assertiveness – Must make a GOOD first impression.
• The position is a Traveling role (75-90%) that requires the applicant to travel all across the country and is fully expensed.
• MUST have their own charge card/credit card for expenses on the road (Food and Travel), which will be reimbursed later by the organization.

• The team’s responsibility is running field transitions, which means meeting with the external firm's Financial Advisors in search of the new firm.
• This team will meet the Financial Advisors in person and help with transferring the asset/brokerage book of business accounts over to the 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 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.

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, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable).