Transition Consultant
4 weeks ago
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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