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Lion Street is seeking a Transition Specialist in Urbandale, IA, responsible for facilitating the onboarding process for new representatives and advisors. This role requires strong customer service skills, attention to detail, and experience in the securities industry.
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Job Summary
This Transition Specialist is responsible for establishing a relationship with prospective representatives/advisors and be that go to person for their entire transition.
Coordinate with business partners to ensure the best customer service to the new registered representative and advisors as well as establishing a training schedule for each of these departments to create a smooth and timely transition.
Assist and lead projects to identify and implement improvements for onboarding and transition department.
Matching Summary
Match Score: 75
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Lion Street is seeking a Transition Specialist in Urbandale, IA, responsible for facilitating the onboarding process for new representatives and advisors. This role requires strong customer service skills, attention to detail, and experience in the securities industry.
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Skills & Requirements
Must-have
Point of contact for new representatives
Training and system coordination
Form packet assistance
Tracking system implementation
Nice-to-have
White glove service
Fast-paced environment adaptability
Customer service excellence
Key Requirements
Associate's degree or equivalent experience
1-3 years related experience
Prior Securities industry experience
1 year working with broker-dealer, RIA or insurance