Title- Change Implementation Coordinator 2
Duration - 3 months (will extend up to 24 months and convert if a good resource)
Location - St. Louis, MO
Pay Range - $20/hr - $24/hr
MUST HAVES:
- ATTENTION TO DETAIL
- Working with FA’s book of business/Customer accounts
- Accounting/Finance/Economics
- Customer service
- Personable/assertive
- Excel
- DocuSign (Any ESignature)
MOST IMPORTANT: DESIRE TO TRAVEL AND EMBRACE BEING ON ROAD 85-90% TRAVEL.
If there is any doubt about travel, then not a good fit.
Transitions can be 2-10 weeks at a time. Over weekends and holidays. Will do overtime.
MUST OWN A CREDIT CARD.
DAY TO DAY:
2-3 weeks onsite for training before being sent on transitions. Fully onsite 5 d/a week.
90%+ travel
- Meet face to face with external firm Financial Advisors, and partners to transfer customer accounts to internal programs
- First impressions/confidence very important.
- Will work through different business channels (brokerage/assets/mortgage)
- Beta: New Accounts opening program
- Can grow from Transition Specialist to Consultant to team Lead.
- Must be willing to work and train others
The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually - as applicable.
US
