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Brokerage Transitions Specialist - Hybrid Office
Job in
Scottsdale, Maricopa County, Arizona, 85261, USA
Listed on 2026-01-12
Listing for:
Advisor Group
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A financial services firm in Arizona seeks a Transitions Processing Specialist to support client account openings and maintenance. This full-time role involves team collaboration, processing paperwork, and providing exceptional customer service to financial advisors. Candidates should have a high school diploma and relevant experience, with a preference for those holding a bachelor's degree. Proficiency in Microsoft programs and the ability to work in a fast-paced environment are essential.
The position offers a salary range of $45,000 to $55,000 plus benefits, requiring in-office presence at least four days a week.
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