White-Glove Onboarding & Transition Specialist

Insurance Administrative Solutions, L.l.c.; Austin (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Integrity Wealth is seeking a Transition Specialist to guide onboarding and transition for new representatives and advisors. You will coordinate with internal teams and partners to ensure a seamless experience from affiliation to book-of-business transfer and ongoing support.

The role focuses on developing training programs, maintaining accurate paperwork, and delivering white-glove customer service to advisors and their teams across locations.

Qualifications

• Prior securities industry experience required.
• Minimum of one year working directly with a broker-dealer, Registered Investment Advisor (RIA), or insurance organization.
• Previous customer service experience required; marketing experience is beneficial.
• Associate degree with 1–3 years of related experience, or 2–4 years of related industry experience, or an equivalent combination of education, training, and experience.
• Education: Associate degree (A.A.) from an accredited two-year college or university.

Responsibilities

• Serve as the primary contact for new representatives and advisors, guiding onboarding and transition from affiliation through business transfer completion.
• Coordinate with internal departments and business partners to deliver an exceptional onboarding experience.
• Develop and manage training schedules to ensure representatives and advisors receive timely, comprehensive support.
• Assist representatives and advisors in preparing and submitting the appropriate paperwork required to transition their book of business to Integrity Wealth.
• Review transition and account transfer documentation for accuracy and completeness before submitting for processing.
• Create, implement, and maintain tracking systems for new recruits and onboarding activities to ensure an organized and efficient transition experience.
• Develop and enhance onboarding processes that provide a high-touch, white-glove experience for newly affiliated representatives and advisors.
• Maintain and update forms, ensuring all required revisions are reflected across locations, websites, and workflow systems.
• Participate in and lead projects focused on improving onboarding, transition processes, operational efficiency, and the overall advisor experience.

Skills

Customer service

Communication

Attention to detail

Organization

Problem solving

Prioritization

Team collaboration

Education

Associate degree

Tools

Microsoft Office Suite

Job description

Integrity Wealth is seeking a Transition Specialist to guide onboarding and transition for new representatives and advisors. You will coordinate with internal teams and partners to ensure a seamless experience from affiliation to book-of-business transfer and ongoing support.

The role focuses on developing training programs, maintaining accurate paperwork, and delivering white-glove customer service to advisors and their teams across locations.