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Transition Specialist
Description
- Facilitating account opening with our custodians
- Initiating transfers once accounts are opened
- Occasionally calling clients to help them onboard
- Demonstrating new technology and processes to partners
- Learn and work with external and internal systems
- Responding to emails from advisors and their staff promptly. Ensuring all their questions are answered/problems are resolved regarding the transition.
- Leverage different platforms to deliver on client experience and work out the issues during the transition
- Proactively take ownership of resolving and preventing problems before they arise
- Other responsibilities dictated by the needs of the business in the area of onboarding and transition management
- Pro-active, service-oriented problem solver who can multi-task and perform professionally under pressure.
- Well-developed technical skills in Microsoft Office products.
- Must possess sound judgement, sensitivity, and discretion; strong communication, interpersonal and facilitation skills, and the ability to establish effective work relationships.
- Excellent planning and organizational skills to manage multiple projects and priorities promptly and adapt to changing situations.
- Assist partners with operational requirements, from time to time as needed, drawing upon resources with the QW team
- Documenting procedures to maintain up-to-date training material.