Transition Support Associate (Traveling)
TEKsystems
Charlotte, Mecklenburg County$74,308 - $74,308 est.Full-timePosted 7h ago
Description Job Summary: Under limited supervision provides operations support as a liaison between the home office and new financial advisors (FAs) joining Private Client Group (PCG) offices. Guidance is provided to perform varied work that is somewhat difficult in nature requiring some evaluation, originality and ingenuity to solve moderately complex problems. Essential Duties and Responsibilities - Researches and helps resolve issues related to the transition of new financial advisors joinin…
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