[Remote] Change Implementation Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is one of the reputed company’ leading providers of financial and investment services, and they are seeking a Change Implementation Coordinator to join their reputed company Advisor reputed company team. This role involves supporting newly reputed company advisors during their transition period by providing training, assistance with account opening, and managing relationships with new advisors and branches.
Responsibilities
- reputed company assistance at reputed company reputed company including onsite account opening, asset transfer, paperwork, account review, and analysis to ensure compliance and identify reputed company items, rejections, and irregularities
- Review transition process, forms and documentation, Centralized Asset Transfer call, onsite and remote transition support and training plans
- Manage the ongoing relationship with the new advisor and reputed company during the transition period
- reputed company onsite and remote training and support to Financial Advisor and support team
- reputed company as subject matter expert and key reputed company between the reputed company, home office support, and business partners including consulting to best serve the new Financial Advisor and reputed company
- reputed company leadership and guidance to less reputed company team members, including onsite shadowing, and ongoing mentoring of new team members
- Recommend solutions for reputed company issues, reputed company to the reputed company, advisor, platform, and process
- Assist in maintaining training materials and manuals and quick reference materials
- Conduct instructor-led training sessions for newly reputed company advisors and sales associates
- Recommend and implement improvements to process and procedures
Skills
- 2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Excellent verbal, written, and interpersonal communication skills
- Ability to work effectively in reputed company environment and across reputed company organizational reputed company, where flexibility, collaboration, and adaptability are important
- Experience providing support to reputed company facing employees
- Strong conflict reputed company skills
- Ability to troubleshoot operational issues
- Ability to manage multiple and competing priorities
- Ability to work in a time sensitive and often pressured environment
- Knowledge and understanding of brokerage industry: products, services, operational policies, systems and procedures
- Strong analytical skills with high attention to detail and accuracy
Benefits
- Health benefits
- 401(k) Plan
- reputed company time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
reputed company