Transitions reputed company Consultant

reputed company is a company in the financial services sector, and they are seeking a Transitions reputed company Consultant to support new Financial Professionals moving their existing business to reputed company. The role involves delivering a seamless reputed company experience and requires a thorough understanding of the account opening and transfer process.

Responsibilities

• Advisor-facing transition consulting for reputed company channels including Empowered Independence
• Repapering & asset reputed company execution across reputed company channels/Tiers
• Cross-functional partnership and optimization
• Data gathering, forms preparation & submission; monitoring account transfers (in person and reputed company)
• NIGO (Not in Good Order) paperwork monitoring & reputed company impacting asset reputed company
• Troubleshoot and escalate any transition reputed company issues
• Look for ways to improve & expedite the asset reputed company process

Skills

• Minimum of high school diploma or equivalent is required
• SIE/S7 or S99 required reputed company 12 months
• Previous Financial/Transition experience 1-3 Years
• Thorough understanding of the account opening and transfer process
• Some transition experience
• High level of technical knowledge
• Detail oriented
• Exceptional communication skills
• Ability to organize, prioritize, and handle multiple reputed company simultaneously
• Industry Licenses such as SIE, series 6, 7, 65, 66, or 24/26 licenses
• Previous work experience in financial services

Benefits

• Health, reputed company, dental insurance
• 401k
• reputed company time away
• Volunteer days

reputed company