Remote Onboarding & Transitions Concierge
Grand Prairie, Dallas County, Texas, 75050, USA
Listed on 2026-10-02
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Customer Service/HelpDesk
Client Relationship Management, Customer Success Management, Customer Service Rep
Cetera Financial Group Inc. seeks an Onboarding & Transitions Partner to enhance the onboarding and asset transition process for financial professionals and their teams.
The Concierge team augments onboarding with proactive problem resolution, training coordination, and relationship management to accelerate asset movement. Responsibilities include in-person office support, client liaison, and cross-functional collaboration to ensure regulatory compliance and swift adoption of new technology.
Join us at Cetera Financial Group Inc as our next Remote Onboarding & Transitions Concierge in Dallas, TX, United States.
We are currently recruiting a Remote Onboarding & Transitions Concierge for our team in Dallas, TX, United States.
This is a strong opportunity to take on the Remote Onboarding & Transitions Concierge role at Cetera Financial Group Inc.
As a Remote Onboarding & Transitions Concierge, you will play an important part at Cetera Financial Group Inc in Dallas, TX, United States.
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