Transition Specialist

Lion Street

Austin, TX, United States
On-site
Point of contact for new representatives
Training new representatives on systems
Coordinate with business partners
This Transition Specialist is responsible for establishing a relationship with prospective representatives/advisors and be that go to person for their entire transition

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.
  • Assist the new reps and advisors with creating the appropriate form packets to move the book of business to Integrity Wealth.
  • Create, implement, and maintain an onboarding process that provides the new representatives/advisors with the white glove service.

Matching Summary

This Transition Specialist is responsible for establishing a relationship with prospective representatives/advisors and be that go to person for their entire transition.

Skills & Requirements

Must-have

  • Point of contact for new representatives
  • Training new representatives on systems
  • Coordinate with business partners
  • Assist with form packets
  • Review account packets for accuracy
  • Maintain tracking system for recruits

Nice-to-have

  • White glove service
  • Fast-paced environment
  • Customer service experience
  • Excellent communication skills

Key Requirements

  • 1-3 years related experience
  • Prior Securities industry experience
  • Associate's degree
  • Series 7, 24 and 65/66 preferred

Work Rights

Not specified

Tailored Resume

Cover Letter