Transition Consultant

4 weeks ago


St Louis, Missouri, United States Collabera Full time
Job Overview

Collabera is seeking a skilled Transition Specialist to join our team. As a key member of our Securities Operations team, you will be responsible for facilitating the transition of customer accounts from external firms to our internal systems.

Key Responsibilities:

  • Meet with external firm Financial Advisors to transfer customer accounts to our internal programs.
  • Work through different business channels, including brokerage, assets, and mortgage.
  • Develop and maintain strong relationships with clients and partners.
  • Collaborate with the team to ensure seamless transitions and high-quality customer service.

Requirements:

  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
  • High level of assertiveness and confidence in client-facing situations.

What We Offer:

  • Opportunity to work with a global leader in digital solutions.
  • Chance to develop your skills and expertise in a dynamic and supportive team.
  • Competitive compensation and benefits package.

About Collabera:

Collabera is a Global Digital Solutions Company providing Software Engineering Solutions for the world's most tech-forward organizations. With its roots serving the engineering needs of the world's most recognized businesses, Collabera today operates across 60 locations in 11 countries, serving 30% of the Fortune 500.



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