Brokerage Transitions & Onboarding Specialist
Listed on 2026-10-06
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Finance & Banking
Banking & Finance
Osaic is seeking a Transition Processing Specialist to join the Brokerage Operations team. You will handle accurate, timely processing of client account opening, maintenance, and changes, steering paperwork for signatures and supporting ongoing daily activities.
The role requires handling data from transitioning financial professionals, opening accounts, and creating client paperwork. A Bachelor's is preferred, with strong systems knowledge and customer focus.
Step into the Brokerage Transitions & Onboarding Specialist role at Osaic in La Vista, NE, United States and grow with us.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in La Vista, NE, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 50.000 - 55.000.
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