Financial Services Transition Coordinator

4 days ago


St Louis, Missouri, United States Collabera Full time
About the Role:

Collabera is seeking a highly skilled Financial Services Transition Coordinator to join their team. This individual will be responsible for transitioning financial advisor accounts to internal systems, requiring strong analytical skills and attention to detail.

In this role, you will participate in 2-3 weeks of training before being sent on transitions, meeting face-to-face with external firm Financial Advisors and partners to transfer customer accounts. First impressions and confidence are crucial for success in this position.

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work independently and as part of a team. They should also be able to adapt to new situations and prioritize tasks effectively.



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