New

Transitions Onboarding Associate

TEKsystems
$21.63 - $26.44 / hr
life insurance, sick time, 401(k), retirement plan
United States, Florida, St. Petersburg
Apr 18, 2025
Description Job Summary: Under general supervision, uses skills obtained through experience and training to establish and maintain new and existing client relationships and accounts. Facilitates problem resolution and document processing including review and analysis of supporting legal documents and agreements, and branch support. Follows established procedures to perform routine tasks that are basic to intermediate in complexity and receives general guidance and direction to perform a variety of non-routine tasks. Essential Duties and Responsibilities: * Answers calls and questions from financial advisors (FA's) and sales assistants (SA's) related to account opening and maintenance. * Establishes new client accounts by utilizing industry registration requirements. * Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client. * Reviews standard issues, analyzes and interprets data and determines appropriate corrective action. * Understands client needs, identifies root causes of problems and implements pragmatic solutions. * Processes various basic department related reports and contacts FA's and SA's to resolve account issues. * Supports and complies with established policies and procedures. May recommend suggestions to improve workflows, policies and procedures. * May act in a mentor capacity to less experienced associates. * Contributes to department projects, documentation, general analysis and testing as needed. * Participates in a high learning culture where on-the-job training is prevalent. * Reviews daily tasks for accuracy and completeness. Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion. * Assists other areas of the department with various functions when volume is high and/or staffing levels are low. * May be required to assist with after-hour account validation events related to Mass Account Transfers. * May participate in general User Acceptance Testing (UAT) for system and new process implementation. * Performs other duties and responsibilities as assigned. Skills Customer service, Support, Troubleshooting, Help desk, Financial services, Banking Top Skills Details Customer service,Support Additional Skills & Qualifications Broker dealer or wealth/asset management industry experience preferred. Experience Level Entry Level Pay and Benefits The pay range for this position is $21.63 - $26.44/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a hybrid position in St. Petersburg,FL. Application Deadline This position is anticipated to close on Apr 23, 2025. About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.