Advisor Transition

vor 1 Woche


Council of the City of Sydney, Österreich HUB24 Vollzeit

A leading wealth management firm is seeking a full-time Transition Support Specialist to drive Adviser and Client transitions to their platforms. This role involves collaborating with financial practices, delivering project support, and ensuring a seamless onboarding experience for clients. The ideal candidate will have two years of industry experience, solid communication skills, and proficiency in Microsoft Excel. This position also offers opportunities to enhance process workflows and drive effective engagement with clients.#J-18808-Ljbffr


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    Vor 3 Tagen


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