Financial Services Onboarding & Transition Lead

Mphasis; Phoenix (AZ); On-site; USD 75,000 - 105,000; Full time

Job summary

A financial services firm in Phoenix is seeking an experienced onboarding consultant to manage the transition of new financial advisors and their teams. Responsibilities include conducting weekly meetings, ensuring registration tasks are completed, and educating clients. The ideal candidate should excel in communication, have strong project management skills, and be detail-oriented. Full-time position with a mid-senior level requirement in a fast-paced environment.

Qualifications

• Strong customer service and analytical skills.
• Must possess intermediate computer skills.
• Must be able to manage projects efficiently and meet deadlines.

Responsibilities

• Manage onboarding for financial advisors and their teams.
• Conduct weekly meetings with onboarding firms.
• Ensure completion of registration tasks.
• Educate clients on policies and procedures.
• Track tasks using Salesforce.

Skills

Excellent communication

Time management

Customer service skills

Analytical skills

Financial services industry knowledge

Project management

Detail-oriented

Tools

Salesforce

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Job description

A financial services firm in Phoenix is seeking an experienced onboarding consultant to manage the transition of new financial advisors and their teams. Responsibilities include conducting weekly meetings, ensuring registration tasks are completed, and educating clients. The ideal candidate should excel in communication, have strong project management skills, and be detail-oriented. Full-time position with a mid-senior level requirement in a fast-paced environment.