Integration Specialist
Kforce
Kforce is looking for an Integration Specialist to come aboard a contract opportunity with one of our clients in Saint Louis, MO.
Summary:
The Integration Specialist assists in the onboarding of a Financial Advisor (FA) and their team with the goal of transitioning the FA's book of clients from their previous firm to &Partners in a timely and successful manner. This is a role that requires extensive travel to be on-site in a new office to open accounts, facilitate account opening and transfer process and assist in the training of the FAs and their staff on our systems.
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