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Financial Services

Brokerage Transitions & Onboarding Specialist

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Osaic
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 45000 - 55000 USD Yearly USD 45000.00 55000.00 YEAR
Job Description & How to Apply Below
A leading financial services company in Scottsdale seeks a Transition Processing Specialist. Responsibilities include processing client account paperwork accurately and providing support to financial advisors. Candidates need 2-3 years of experience, proficiency in Microsoft programs, and strong organizational skills. This full-time position requires working on-site in a hybrid schedule, with a competitive salary ranging from $45,000 to $55,000 per year, plus benefits.
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