Financial Services Transition Specialist
2 days ago
About the Role:
We are seeking a highly skilled Transition Liaison to join our PlanMember Financial Corporation team. As a key member of our Transition Services Team, you will play a critical role in ensuring a smooth onboarding process for financial advisors joining our organization.
Key Responsibilities:
- Provide strategic planning and support to financial advisors as they transition to PlanMember, including designing customized Personal Transition Plans (PTP) and executing all designated tasks.
- Build and maintain positive relationships with transitioning financial advisors and their direct reports.
- Provide guidance and education to each financial advisor as they become acclimated to PlanMember.
- Teaming with internal departments and colleagues to help ensure smooth transitions.
- Gaining and maintaining in-depth understanding of company technology, products, and processes.
Additional Job Duties:
- Facilitating the coordination and implementation of transition technology-related items.
- Completing additional projects as assigned by management.
- Performing department presentations when required.
- Maintaining strong relationships with field partners and business units to help ensure high-quality service.
Competencies Required:
- Exemplary customer service skills
- Self-starter with strong attention to detail
- Excellent written and verbal communication skills
- Ability to assess and provide proactive advice or solutions
- Highly-developed organizational and time management skills
- Team player who works well individually
- Able to perform multiple tasks efficiently
- Ability to prioritize workload to meet deadlines
- Demonstrate positive attitude and working respect for coworkers
- Proficiency of Microsoft programs with strong Excel skills
Education, Licenses, Work Experience:
- College degree preferred
- 2+ years of financial services industry experience preferred or equivalent combination of education
License and/or Certification Information:
FINRA SIE, Series 6 OR 7 preferred or willingness to obtain within 12 months from hire
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