Transition Consultant
3 weeks ago
We are seeking a skilled Transition Specialist to join our team as a Financial Services Liaison. As a key member of our Securities Operations department, you will be responsible for facilitating transitions between external firms and our internal systems.
The ideal candidate will possess excellent analytical skills, attention to detail, and the ability to work effectively in a fast-paced environment. This role requires strong communication and interpersonal skills, with a focus on building relationships with external partners and clients.
In this position, you will have the opportunity to travel across the country, meeting with financial advisors and transferring customer accounts to our internal programs. With a focus on providing exceptional customer service, you will play a critical role in ensuring a seamless transition process.
A 2-3 week training period will prepare you for this exciting opportunity, followed by ongoing support and guidance from our experienced team members. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this challenging and rewarding role.
Key Responsibilities:
- Meet face-to-face with external firm Financial Advisors to transfer customer accounts to internal programs
- Work through different business channels (brokerage/assets/mortgage)
- First impressions/confidence are very important
- New Accounts opening program
- Can grow from Transition Specialist to Consultant to Team Lead
- Must be willing to work and train others
Requirements:
- Team player, Assertiveness – Must make a GOOD first impression.
- Analytical skills.
- Attention to detail.
- Could be fresh out of college looking for a job – Excited to travel across the USA.
- Willing to work some holidays/weekends (Not major holidays).
- MUST have own charge card/credit card for expenses on road.
Benefits:
- Negotiable pay rate.
- Opportunity to grow from Transition Specialist to Consultant to Team Lead.
- Chance to work and train others.
About Us:
Collabera is a Global Digital Solutions Company providing Software Engineering Solutions for the world's most tech-forward organizations in the areas of Engineering, Cloud and Data/AI. With its roots serving the engineering needs of the world's most recognized businesses in Technology, Financial Services, Telecom and Healthcare, Collabera today operates across 60 locations in 11 countries, serves 30% of the Fortune 500, and has exceeded the industry growth rate by 3-4x for several years.
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