Job Description

Job Description

** Note:**

• ** The position is a Travelling role involving the applicant to travel all across the country and is fully expensed.**

** Position Details:**

• Position: Securities Operations Representative 2 ( _ Transition Specialist_ )

• Industry: Banking/Financial Services

• Job duration: 3 months ( ** High Chances of Extension** )

• Location: FULLY REMOTE ( ** Travel position, no hub market necessary, and the travel is Fully Expensed** )

• Training Location: St. Louis, MO, 63103 ( _ Need to be present (In-Person) in St. Louis, MO for training_ ) - 2 to 3 weeks

• Shift: Monday - Friday

• Pay Rate: Negotiable

** Mission:**

• The team’s responsibility is running field transitions, which means meeting with external firm Financial Advisors in search of the new firm.

• This team will meet the Financial Advisors in person and help with transferring asset/brokerage book of business accounts over to our internal systems.

• Some transitions can be smaller (200 customer accounts) or larger (10k+ customer accounts).

** Roles and Responsibilities:**

• 2-3 weeks of training before being sent on transitions.

• Meet face-to-face with external firm Financial Advisors, and partners to transfer customer accounts to internal programs.

• First impressions/confidence are very important.

• Will work through different business channels (brokerage/assets/mortgage).

• New Accounts opening program.

• Can grow from Transition Specialist to Consultant to Team Lead.

• Must be willing to work and train others.

** Required Skills:**

• Team player, Assertiveness – Must make a GOOD first impression.

• Analytical skills.

• Attention to detail.

• Could be fresh out of college looking for a job – Excited to travel across the USA.

• Willing to work some holidays/weekends (Not major holidays).

• MUST have own charge card/credit card for expenses on road.

Company Description

Collabera is a Global Digital Solutions Company providing Software Engineering Solutions for the world's most tech-forward organizations in the areas of Engineering, Cloud and Data/AI. With its roots serving the engineering needs of the world's most recognized businesses in Technology, Financial Services, Telecom and Healthcare, Collabera today operates across 60 locations in 11 countries, serves 30% of the Fortune 500, and has exceeded the industry growth rate by 3-4x for several years.

Company Description

Collabera is a Global Digital Solutions Company providing Software Engineering Solutions for the world's most tech-forward organizations in the areas of Engineering, Cloud and Data/AI. With its roots serving the engineering needs of the world's most recognized businesses in Technology, Financial Services, Telecom and Healthcare, Collabera today operates across 60 locations in 11 countries, serves 30% of the Fortune 500, and has exceeded the industry growth rate by 3-4x for several years.