Security Specialist from Collabera

Position: Securities Operations Representative 2 (Transition Specialist)
Job duration: 3 months (High Chances of Extension)
Location: FULLY REMOTE

Job Description

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 company internal programs.


• First impressions/confidence are very important.


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


• Beta: 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.