Financial Services Liaison

4 days ago


St Louis, Missouri, United States Collabera Full time
About the Position

We are seeking a highly skilled Transition Specialist to join our team as a Financial Services Liaison. This role offers an excellent opportunity for career growth and development, with the potential to advance to more senior positions within the company.

As a key member of our Securities Operations department, you will be responsible for facilitating transitions between external firms and our internal systems. This will involve meeting with financial advisors and transferring customer accounts to our internal programs.

You will work through different business channels (brokerage/assets/mortgage) and focus on providing exceptional customer service to ensure a seamless transition process.

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.

Salary:$90,000 - $120,000 per year, negotiable based on experience.



  • St Louis, Missouri, United States DJS FINANCIAL SERVICES LLC Full time

    About DJS Financial Services LLCDJS Financial Services LLC is a leading provider of financial expertise, serving clients with integrity and dedication.


  • St Louis, Missouri, United States LAC COURTE OREILLES FINANCIAL SERVICES Full time

    About UsLac Courte Oreilles Financial Services is a leading financial institution that provides a range of financial services to individuals and businesses. We are committed to delivering exceptional customer service and building long-term relationships with our clients.Our team is dedicated to helping our customers achieve their financial goals, whether...


  • St Louis, Missouri, United States Gateway Metro Credit Union Full time

    At Gateway Metro Credit Union, we value our members and strive to deliver exceptional service. As a Member Service Representative, you will be the face of our organization, working closely with members to understand their financial needs and provide personalized solutions.RequirementsHigh school diploma or equivalent requiredExperience in a customer service...


  • St Louis, Missouri, United States CAR Financial Full time

    About the PositionCAR Financial Services is a national company and industry-leading provider of financial services for independent auto dealers.Job Summary: We are looking for a highly motivated Financial Services Coordinator to support our team in St. Louis, MO.Responsibilities:Providing exceptional customer service to resolve billing issues, answer service...


  • St Louis, Missouri, United States Stifel Financial Full time

    As a Client Service Associate at Stifel Financial, you will play a vital role in supporting our financial advisors and providing exceptional service to our clients. With a salary range of $55,000 to $75,000 per year, this opportunity offers a competitive compensation package and the chance to grow your career in a dynamic industry.Your primary...


  • St Louis, Missouri, United States Lac Courte Oreilles Financial Services Full time

    About the Job:Lac Courte Oreilles Financial Services is looking for a reliable Loan Processor to perform loan approvals. As a Loan Processor, you will play a vital role in facilitating loan approvals while maintaining our organization's reputation.Responsibilities:Review loan applications and evaluate eligibilityCommunicate with customers to clarify loan...


  • St Louis, Missouri, United States CAR Financial Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Financial Services Specialist to join our team in St. Louis, MO.The successful candidate will be responsible for interacting with customers who are past due, answering billing inquiries, and resolving disputes.As a key member of our team, you will also perform data entry, maintain open...


  • St Louis, Missouri, United States CAR Financial Full time

    Job SummaryWe are seeking a highly motivated and organized individual to support our financial services operations. The successful candidate will possess excellent communication skills, a strong work ethic, and the ability to work independently with minimal supervision.


  • St Louis, Missouri, United States Blackwell Services, Inc. Full time

    About the RoleWe are seeking a Customer Service Liaison to join our team at Blackwell Services, Inc. as a part-time evening shift representative. This role is ideal for individuals who can provide exceptional customer service in a fast-paced environment.ResponsibilitiesProvide top-notch customer service to clients, vendors, and visitorsCollaborate with...


  • St Louis, Missouri, United States Cynet Systems Full time

    Job OverviewWe are seeking an experienced Customer Service Liaison to join our team at Cynet Systems. This role involves providing technical assistance, troubleshooting issues, and analyzing data to drive process improvements.ResponsibilitiesKey responsibilities include:Responding to customer inquiries via phone and emailTroubleshooting technical issues with...


  • St Louis, Missouri, United States DiPasquale Moore Full time

    **Job Description:**We are looking for a highly organized and detail-oriented Customer Service Liaison to join our team in St. Louis, Missouri. As a key member of our support staff, you will work closely with our attorneys to ensure the smooth operation of our law firm.Your primary responsibilities will include managing case loads, drafting correspondence,...


  • St Louis, Missouri, United States beBee Professionals Full time $30,000 - $45,000

    In beBee Professionals, we're looking for a dedicated professional to serve as our Customer Service Liaison in the St. Louis area.Key Responsibilities:Respond to customer inquiries via phone, email, or chat to provide prompt and accurate support.Analyze customer issues and resolve them efficiently by providing relevant information and solutions.Maintain a...


  • St Louis, Missouri, United States Stifel Financial Full time

    We are seeking a highly skilled Client Service Associate to join our team at Stifel Financial. This role offers a salary of approximately $65,000 to $85,000 per year and provides the opportunity to work in a collaborative and dynamic environment.As a key member of our support staff, you will be responsible for assisting financial advisors with client...


  • St Louis, Missouri, United States LAC COURTE OREILLES FINANCIAL SERVICES Full time

    Estimated Salary: $45,000 - $60,000 per yearThe successful candidate will have excellent communication skills, attention to detail, and the ability to work effectively in a fast-paced environment.


  • St Louis, Missouri, United States Federal Employees Retirement Services Full time

    Job Overview:Federal Employees Retirement Services is a leading provider of government benefits and retirement solutions. As a Life Insurance Agent, you will play a critical role in helping federal employees make informed decisions about their financial futures.About the Role:We are seeking highly motivated and self-driven individuals to join our team as...


  • St Louis, Missouri, United States PNC Financial Services Group Full time

    Job DescriptionWe are seeking a skilled Customer Service Coach to join our team at PNC Financial Services Group. As a Lead Teller in our Retail Branch organization, you will be responsible for coaching and mentoring Tellers on customer service skills, supervising conversations that enable referral opportunities for PNC products, and greeting customers in the...


  • St Louis, Missouri, United States Larson Financial Group, LLC Full time

    Larson Financial Group, LLC is a leading provider of financial planning and wealth management services. We are seeking a highly skilled and experienced Senior Financial Strategist to join our team in the St. Louis, MO area.The ideal candidate will have at least 8 years of experience in the financial planning industry and hold licenses such as Series 7 & 66...


  • St Louis, Missouri, United States Vantage Point Financial Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Vantage Point Financial. This is an excellent opportunity for a motivated professional to work with a fast-growing holistic financial planning firm that provides comprehensive financial planning services.As a Senior Financial Advisor, you will be...


  • St Louis, Missouri, United States St Louis Public Library Full time

    The St. Louis Public Library is committed to delivering exceptional public service in the heart of St. Louis. We are seeking a skilled Community Resource Liaison to join our team and provide outstanding support to customers. As a Community Resource Liaison, you will be responsible for assisting customers with library card registration, checking out and...


  • St Louis, Missouri, United States Edward Jones Full time

    Role OverviewWe are seeking a highly experienced High Net Worth Strategist to join our team at Edward Jones. As a key member of our High Net Worth team, you will be responsible for developing and implementing comprehensive financial strategies for our clients with complex financial needs.**Key Responsibilities:**Develop and implement comprehensive financial...