What are the responsibilities and job description for the Financial Operations Specialist position at Associate Staffing?
About The Company
A Fortune 500 financial services firm with a nationwide network of independent financial advisors. The company provides a broad range of investment products and services to individuals, businesses, and institutions, leveraging innovation and technology to enhance client relationships.
What You Will Be Doing
As a Client Transition Specialist, you will play a key role in supporting financial advisors as they transition between firms. You will ensure the accurate and efficient completion of New Account, Transfer, and other paperwork, helping advisors seamlessly move their business.
Qualifications
Associate Staffing is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status. We are committed to fostering a diverse and inclusive workplace and encourage applicants from all backgrounds to apply.
A Fortune 500 financial services firm with a nationwide network of independent financial advisors. The company provides a broad range of investment products and services to individuals, businesses, and institutions, leveraging innovation and technology to enhance client relationships.
What You Will Be Doing
As a Client Transition Specialist, you will play a key role in supporting financial advisors as they transition between firms. You will ensure the accurate and efficient completion of New Account, Transfer, and other paperwork, helping advisors seamlessly move their business.
Qualifications
- Strong technical processing skills
- Exceptional attention to detail
- Ability to thrive in a high-volume environment
- Growth mindset
- Understanding of financial services, particularly relationship management
Associate Staffing is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status. We are committed to fostering a diverse and inclusive workplace and encourage applicants from all backgrounds to apply.
Salary : $20 - $21
