Financial Services Transition Specialist - Continuous Learning Opportunities

Position: Financial Services Transition Specialist
Type: Full-time Contractor (W2)
Salary: $21 per hour, plus travel expense, Paid travel time and eligible for overtime.
Location Requirement: Anywhere within 1 hour of Major Airport; initial training in St. Louis

Job Expectations:
• Ability to work weekends and holidays as needed.
• Willing to travel up to 50% of the time for onsite transitions, which can range from 2 to 10 weeks based on the project's complexity and size.
• When not on a transition, support operations remotely from home.

Job Overview:
This travel-oriented position involves significant time supporting transitions both remotely and onsite. Transitions vary in length and complexity, dependent on the number of financial advisors joining, account setup requirements, and the intricacies of their portfolios. As a Financial Services Transition Specialist, you will work closely with experienced Transition consultants and coordinators, focusing on ensuring smooth and effective transitions for our clients.

Training & Development:
• Comprehensive initial training in St. Louis lasting 2-3 weeks.
• Following training, remote support work with quality control checks for accuracy before joining onsite transitions with seasoned team members.

Responsibilities:
• Onboard and support experienced financial advisors, providing both remote and onsite assistance.
• Manage the transition process, including account transfers and new client account setups.
• Troubleshoot and resolve issues related to account opening and asset transfers.
• Liaise to ensure high-quality service and availability of resources.
• Produce detailed reports and metrics for each transition.
• Maintain accuracy in all documentation and reporting.
• Engage in continuous operational support and process improvement initiatives.

Required Qualifications:
• At least 1 year of experience in project support or related activities.
• Preferred 2 years of experience in the financial services sector or similar roles.

Desired Qualifications:
• Customer service experience.
• Proficiency in Microsoft Excel and Office suite.
• Effective communication skills across various organizational levels.
• Strong organizational, analytical, and problem-solving abilities.
• Experience with financial systems like Salesforce or other management tools.

This job description outlines a dynamic role suitable for individuals who are adaptable, willing to travel, and possess a background in financial services and project management.
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AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws.

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

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https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf