Financial Services Liaison
4 days ago
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.
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