Transition Associate

Found in: beBee S US - 2 weeks ago


Overland Park, United States CreativeOne Full time
  • The Transition Associate is responsible for overseeing the mass transition of client accounts to CreativeOne Wealth’s management once an advisor with a pre-existing book of business is onboarded.
  • In addition to transitioning the advisor’s client accounts, the Transition Associate will train the advisor and their staff on the use of CreativeOne Wealth’s systems and processes.
  • Displays patience and empathy both verbally and in writing when communicating with advisors.
  • 2+ years in an administrative, training, or sales support role of advisory business.
  • Experience with TD Ameritrade’s, Charles Schwab’s and/or Fidelity’s institutional platforms.
  • Experience with DocuSign, Docupace, Forms Logic and/or LaserApp softwares.
  • Series 65 or Series 7
  • It is not intended to give all details or a step-by-step account of the way each task is to be performed.

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    Found in: beBee jobs US - 2 weeks ago


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