Description
AppleOne is proud to present:
Position: Financial Services Transition Specialist – Securities Operations Representative 2
Pay: $21 per hour, plus travel expenses, paid travel time, and eligibility for overtime.
Location: Saint Louis, MO
Job Expectations:
- Ability to work weekends and holidays as needed.
- Willingness to TRAVEL UP TO 50% of the time for onsite transitions, which can range from 2 to 4 weeks depending on project size and complexity (you can travel home on weekends).
- Support operations remotely from home when not on a transition. You may be asked to go to the local office as needed.
Job Overview:
This is a travel-oriented role where you will support transitions both remotely and onsite. The transitions vary in length and complexity, and you’ll be working closely with experienced consultants and coordinators to ensure a smooth transition for our clients. Your duties will include assisting financial advisors with account transfers, troubleshooting issues, and maintaining accurate documentation.
Responsibilities:
- Onboard and support financial advisors, providing both remote and onsite assistance.
- Manage account transfers and new client account setups.
- Troubleshoot and resolve account-related issues.
- Liaise with team members to ensure smooth transitions.
- Produce reports and maintain documentation.
- Support operational improvements.
Required Qualifications:
- At least 1 year of experience in project support, teaching/training, 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.
- Strong communication, organizational, and analytical skills.
- Experience with financial systems like Salesforce is a plus.
Ensure your application demonstrates the required and desired qualifications for a greater chance to be considered for this role.
EEO/AA Employer/Vet/Disabled.
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.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
#8824
Experienced (Non-Manager)