[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 United States’ 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 hired 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 action 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
• Act as subject matter expert and key liaison between the practice, home office support, and business partners including consulting to best serve the new Financial Advisor and client
• 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 client, 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 a team environment and across reputed company organizational reputed company, where flexibility, collaboration, and adaptability are important
• Experience providing support to client facing employees
• Strong conflict resolution 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
• Paid 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

Company Overview