Business Transition Specialist - Brooklyn, OH or Buffalo, NY
Brooklynonsitemid$52K – $80K
Posted today · via Workday
About this role
Location: 4910 Tiedeman Road, Brooklyn Ohio Objectives: Provide administrative support to qualifying new Private Client Advisor’s (“PCA’s) in their client onboarding efforts Provide operational training & support to new PCA’s as they transition to KIS Provide administrative & operational support to PCA’s as they transition their practice to managed account strategies Centralized book of business management & oversight – transition accounts to appropriate PCA (Pershing/ annuity carriers) Essential Job Functions: New Hire Book of Business Transition/Onboarding Support New PCA Training & Support BOB Conversion Support BOB management Book of Business Transition Team Provide IA support to new PCA in client onboarding efforts Open accounts Prepare & submit ACAT transfers Paperwork completion wit…
Read the full description on 0100 Key Bank National Association's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: less, salesforce
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Brooklyn. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
lesssalesforce