Security Specialist from Collabera

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.

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.