What are the responsibilities and job description for the Admin/Clerical - Transition Specialist position at Dexian?
Job Title: Transitions Service Team Member
Location: Fort Mill, SC (2/3x on week)
Salary: $30,000 - $32,000
Job Description:
As a Transitions Service Team Member, you will assist advisors and sales assistants transitioning, ensuring outstanding service delivery. Your primary responsibility is to provide exceptional support to Financial Consultants, Sales Assistants, and Internal Partners through:
- High-quality client interactions via calls and emails
- Efficient handling of operational tasks such as registration, account transfers, and new account processes
- Effective problem identification and resolution
- Knowledgeable assistance with products and systems
- Excellent written and oral communication skills
- Experience in a fast-paced environment.
- Financial services or securities experience
- Strategic thinking and relationship management skills
- Strong customer service background
- Adherence to productivity standards
- Clear communication of operational and industry policies
- Coordination with internal departments for a smooth transition process
- Accurate documentation of procedures during daily activities
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Salary : $30,000 - $32,000
