Integration Specialist in Financial Services

Join a dynamic financial services team as an Integration Specialist focused on supporting advisor teams through smooth onboarding processes. This detail-oriented role ensures organized account openings and operational workflows.

This position involves direct interaction with advisor teams to facilitate seamless transitions and manage documentation. You will support account migration, preparation and tracking, and engage with various stakeholders, including compliance and operations. Ideal candidates possess strong organizational skills and thrive in transitional settings.

Key Responsibilities:

• Support partner office transitions from planning to post-transition cleanup

• Prepare and review account opening documentation for accuracy

• Maintain transition trackers and follow up on documentation status

• Coordinate with advisors, custodians, and internal project teams

• Help create a positive onboarding experience for clients

Requirements:

• 2-5+ years in financial services operations or onboarding

• Familiarity with KYC/AML requirements and custodian processes

• Highly organized with detail-oriented skillset

• Strong communication skills for advisor interactions

• Ability to manage multiple tasks and adapt to changes

Bring your expertise in integration and operations to enhance advisor support teams in the financial sector.
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