M&A Transition & Onboarding Specialist
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-01-12
Listing for:
Moneta
Full Time
position Listed on 2026-01-12
Job specializations:
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Business
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Finance & Banking
Job Description & How to Apply Below
A financial services firm located in St. Louis is seeking an M&A Specialist who will work with the transition team to ensure smooth onboarding for new advisor teams. Responsibilities include managing client paperwork, researching account transfer requirements, and implementing data transitions. Candidates should have a relevant degree, one year of experience, and be proficient in Microsoft Office and Salesforce. The position offers competitive benefits and requires a commitment to exceptional client service.
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