Transition Associate

Found in: beBee jobs US - 2 weeks ago


Overland Park, Kansas, 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 7It 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 - 7 days ago


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    Found in: beBee S US - 1 week ago


    Overland Park, United States CreativeOne Full time

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    Found in: beBee jobs US - 7 days ago


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    Found in: Resume Library US A2 - 7 days ago


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    Found in: beBee S US - 7 days ago


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    Found in: beBee jobs US - 1 week ago


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    Found in: beBee jobs US - 2 weeks ago


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    Found in: Lensa US P 2 C2 - 7 days ago


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    Found in: Lensa US P 2 C2 - 1 week ago


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    Found in: Talent US C2 - 7 days ago


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    Found in: Talent US C2 - 2 weeks ago


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    Found in: Jooble US O C2 - 2 weeks ago


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