Business Development Transition Specialist

Há 3 dias

Belém, Pará, Brasil beBeeBrokerDealer Tempo inteiro US$57.810 - US$86.115
Job Role Overview

As a key member of our team, the Advisor Transitions Specialist will play a vital role in supporting business growth. This position requires an individual with excellent time management and organizational skills, as well as strong knowledge of Microsoft Office.

  • Manage all aspects of the complex process of transitioning a wealth management advisor.
  • Collaborate across teams to deliver seamless, high-quality transition support.
  • Support account opening and transfer of client investment accounts.
  • Communicate effectively with internal stakeholders and external partners.
  • Field inquiries related to transition and broker dealer onboarding.

This position demands a deep understanding of account opening and transfers, as well as strong technical expertise. The ideal candidate will have 3-5 years of experience in broker-dealer operations or service, coupled with strong leadership and analytical skills.

Key Responsibilities:

  • Develop and implement effective transition strategies.
  • Ensure seamless communication across teams and departments.
  • Provide exceptional customer service to clients and stakeholders.

Requirements:

  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • Proficiency in Microsoft Office applications.

What We Offer:

  • Opportunities for skill-building and professional development.
  • Leadership training and mentorship programs.
  • Philanthropic opportunities and community involvement.

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