Transition Services Analyst (Hybrid)
 TEKsystems | |
$27.00 / hr
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life insurance, sick time, 401(k), retirement plan
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 United States, California, Concord | |
 May 03, 2025 | |
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*Description*
Advisor Services Group provides program support to Financial Advisors on new client and account set-up procedures and issues, in addition to account change request support and tracking. Advisor Services Group also provides administrative training and website usability support. The Transition Associate is responsible for seamless execution of Advisor's business conversion into the Managed Money program by providing Advisor training, paperwork preparation and account establishment support. *Additional Skills & Qualifications* *Prepare the account establishment documentation for the Advisor *Track the submittal of new accounts documentation *Track and administer new account funding and maintenance activities *Communicate with Advisors on open account-related issues and issue resolution *Actively monitor outstanding trading exception issues *Act as a liaison between the Custodian, Advisor and internal corporate departments *Continually evaluate day-to-day activities for process improvement opportunities *Participate in selected departmental process improvement initiatives *Requirements:* * 2+ years in financial services * Knowledge of investment products * Experience with Microsoft Project, Access, and Excel *Pay and Benefits* The pay range for this position is $27.00 - $27.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type* This is a hybrid position in Concord,CA. *Application Deadline* This position is anticipated to close on May 10, 2025. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. | |