Client Onboarding & Transitions Specialist
Advisor Group
Osaic’s Transition Processing Specialist team handles the accurate, timely processing of client account openings, maintenance, rep changes and sponsor changes, supporting Brokerage Operations daily. You will frame client data provided by transitioning professionals, open accounts, and create paperwork for client signatures while delivering high-level service to independent financial advisors nationwide in a hybrid office model. Occasional overtime and weekend coverage may be required. #J-18808-Ljbffr Advisor Group
Vacancy posted 3 days ago
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