Transition Specialist

Princeton, NJ

Hybrid

Contract

$28.07/hr - $30/hr

Our client is looking for full-time Transition Specialist. This role will be onsite in Princeton, NJ.

Contract Duration: 9-Months

Required Skills & Experience

• A minimum of two years in the financial services industry is expected.

• Strong technology skills and proficiency with Excel, Python and SQL is highly preferred

• Well organized, with meticulous attention to detail, and able to prioritize responsibilities effectively in a fast-paced environment

• Candidate must demonstrate a strong interest in global financial markets.

• Successful candidates will be self–starters able to effectively operate in a highly team-oriented and collaborative environment and efficiently manage their time. They will have strong interpersonal skills, and will be expected to develop relationships with Financial Advisors, clients, sales teams, marketing teams, and other functions within the division.

What You Will Be Doing

Daily Responsibilities

• Act as a resource to the portfolio managers - assisting with requests to raise cash, add restrictions, change allocations, archive information, and generate performance reports.

• Support activities related to the transition of accounts to Merrill Lynch investment platforms

• Develop strong professional relationships across functions such as portfolio management, sales, operations, and trading.

• Monitor portfolio exception and compliance reports.

• Research & resolve individual account discrepancies to ensure a consistent client experience and minimize investment and operational risk

• Handle incoming inquiries from advisors, provide a professional investment experience, and resolve account-related issues accurately and efficiently

• Maintain accurate and timely client files and notes to ensure all critical information is reflected.

• Collaborate with Operations to ensure accounts are properly onboarded and billed, while confirming fee accuracy

You will receive the following benefits:

• Medical Insurance - Four medical plans to choose from for you and your family

• Dental & Orthodontia Benefits

• Vision Benefits

• Health Savings Account (HSA)

• Health and Dependent Care Flexible Spending Accounts

• Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance

• Hospital Indemnity Insurance

• 401(k) including match with pre and post-tax options

• Paid Sick Time Leave

• Legal and Identity Protection Plans

• Pre-tax Commuter Benefit

• 529 College Saver Plan

Motion Recruitment Partners is an Equal Opportunity Employer, including Veterans/Disability/Women. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Accommodation will be provided in all parts of the hiring process as required under Motion Recruitment Employment Accommodation policy. Applicants need to make their needs known in advance.

Posted by: Valerie Harrison

Specialization: Accounting / Finance Professional