Transition Specialist

Job description

The Role This Transition Specialist is responsible for establishing a relationship with prospective representatives/advisors and be that go to person for their entire transition. This person would also help train the new representative/advisor on our systems and coordinate with each department for their proper training to create a smooth transition. Essential Job Functions , other duties assigned Become the main point of contact for any new reps/advisors to lead them through the on boarding process. 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 the new reps and advisors with creating the appropriate form packets to move the book of business to Integrity Wealth. Review newly submitted transitioning account packets for accuracy and completeness and forward appropriately for processing. Assist the transitioning advisor with the change of broker-dealer requests, including maintaining the tracking mechanism and forwarding appropriately for processing. Create, implement, and maintain a tracking...