CSA/Transition Specialist

Job description

Our office is a modern, family-oriented, and positive environment with a welcoming atmosphere. We are seeking a dedicated candidate who is eager to grow with our company. This position reports to the Vice President of Integration, who oversees Mergers & Acquisitions.

The role requires occasional travel within and outside the state to support new office development and assist in training new staff from acquisitions. Travel will be planned as far in advance as possible, though candidates should be prepared for schedule adjustments with at least one week’s notice.

The selected candidate will complete a 30-day training period before receiving full benefits, while the posted salary is effective from the start date. A formal resume is required for consideration, and really resumes will not be reviewed.

Key Responsibilities:

• Manage document handling through scanning, emailing, faxing, and e-filing.
• Perform data entry with accuracy and attention to detail.
• Facilitate the opening of new accounts and oversee associated processes.
• Process and address account service requests promptly and efficiently.
• Answer client phone calls and provide professional support as needed.
• Utilize Microsoft Office Suite, Redtail CRM, and Monday.com for daily tasks and project management.
• Travel periodically to new office locations to support development initiatives.
• Serve as a primary point of contact for onboarding new Financial Advisors during M&A projects.
• Complete additional tasks and projects as assigned.

Essential Skills for Success:

• Strong ability to multitask in a dynamic environment.
• Flexible with scheduling and adaptable to changing priorities.
• Exceptional communication skills, both verbal and written.
• Effective time management to ensure deadlines are met.
• Self-motivated with a proactive approach to tasks.
• Uphold professionalism and a consistently positive attitude.
• Collaborative team player with strong interpersonal skills.
• Quick-thinking and resourceful in solving problems.

Growth Opportunities:

• Engage in our community outreach events for networking and charities.
• Build relationships through direct client and advisor interactions.
• Work independently or collaborate with teams on a variety of projects.
• Access paid and reimbursed continuing education opportunities based on performance and tenure.
• Enjoy uncapped earning potential and career advancement.

Starting salary is $60,000 per year. Relevant experience includes:

• Working with data entry, numbers, sensitive and confidential information
• Directly working in the financial services industry
• Experience working with our Broker Dealer, LPL Financial
• Education in finance, having financial certifications, and/or securities licenses

Bonus opportunities are available and dependent on involvement with projects, performance and tenure. Bonuses are not capped and can start at $5,000 per year.

Benefits Effective Upon Hire:

• 12 Full paid holidays (if falling during Mon-Fri)
• Flexible scheduling for personal/miscellaneous appointments (do not go against PTO)
• Reimbursed travel expenses

Benefits (Effective upon completing 30-day initial training period):

• 10 days of Paid Time Off
• 401(k) dollar for dollar match up to 4%
• 12 weeks of full-pay Maternity Leave
• Medical - Dental - Vision - HRA - Life Insurance

Observed Holiday's with Full Pay:

• New Year's Day
• President's Day
• Good Friday
• Memorial Day
• Juneteenth
• Independence Day
• Labor Day
• Thanksgiving Day
• Day after Thanksgiving
• Christmas Eve
• Christmas Day
• New Year's Eve

Candidates must be able to pass a drug test, state background check, and federal fingerprinting. Those unable to pass are not encouraged to apply.

Job Type: Full-time

Schedule:

• Monday to Friday
• 8:30 AM - 5:00 PM with occasional after hours
• Candidates should be open to occasional weekend work to support larger projects, manage heavier workloads, and attend local company events as needed.

Education:

• Bachelor's (Required)

Experience:

• Customer service: 2 years (Required)

Ability to Relocate:

• Export, PA 15632: Relocate before starting work (Required)
• Relocation expenses are not reimbursed
• Commute expenses are not reimbursed

Work Location: Full-time In person. Hybrid positions are not available.

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Evening shift
• Monday to Friday

Ability to Commute:

• Export, PA 15632 (Required)

Ability to Relocate:

• Export, PA 15632: Relocate before starting work (Required)

Work Location: In person

Salary : $5,000 - $60,000