Financial Operations Associate - TalentBridge

The Transitions Service Team Member (Financial Ops Associate) will be an integral part of the service team, assisting advisors and sales assistants as they transition to a new financial institution. This role serves as the frontline of service delivery, providing guidance on registration, account conversions, and training, ensuring smooth onboarding processes.
 

Responsibilities:

• Deliver exceptional service to clients, including Financial Consultants, Sales Assistants, and Internal Partners
• Communicate effectively through calls, emails, and other channels
• Execute operational tasks such as registration, account transfers, new account processes, and account maintenance
• Proactively identify and resolve problems related to the transition process
• Maintain a strong understanding of products, systems, and procedures
• Provide technical assistance within the role's scope
• Collaborate with internal teams to facilitate transitions and ensure smooth processes
• Handle 20-30 inbound service calls per day in a fast-paced environment
• Communicate operational and financial industry policies as needed
• Document procedures and ensure accuracy during daily activities

This role will also support onboarding efforts, helping new advisors integrate into the firm by assisting with follow-up calls, marketing submissions, and setting up technology access.

Qualifications:

• 1-2 years of experience in financial services or financial operations (preferred)
• Positive personality with a collaborative mindset
• Excellent verbal and written communication skills
• Strong organizational skills

Pay:

• $18

Location:

• REMOTE
• Major preference on San Deigo, CA or Tempe, AZ
• MUST live on the West Coast

Schedule:

• Monday - Friday
• 8:00am - 5:00pm or 7:00am - 4:00pm
• Pacific Time

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TalentBridge -- Connecting People with Their Purpose

As one of the nation’s leading professional recruiting companies, TalentBridge successfully places thousands of candidates in their dream jobs every year.

At TalentBridge, we’re passionate about connecting people with their purpose, and we go above and beyond to be the trusted partner to the people we serve. We value relationships over transactions – relationships grounded in open communication and honesty. We’re built on collaboration and teamwork — both with internal team members and with each and every candidate we represent. And that goes beyond a vested interest in your professional success, to rooting for your personal success.

We’re not just another staffing company churning and burning our way through candidates. Our seasoned recruiting professionals love what they do – the Charlotte Observer named us a Top Workplace two years running – and they’re great at it!

We know success begins with personal connections, so we work hard every day to get to know the person behind the resume so we can help our candidates find the best job, not just a job.

That’s a fantastic reason to get out of bed every morning, and we’re excited to share it with an expanding team. Will you join us?

Proven Process

We follow a disciplined, proven process to help ensure success in matching high-quality candidates with high-performance companies. It starts with an in-depth understanding of your skills and experience. It continues with a deep dive into your passions which, in turn, help us to find your purpose. It’s a process that goes well beyond your resume – one that values relationships over transactions in order to optimize success in your job search.

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