About this opportunity
Cetera Financial Group lists this Onboarding & Transitions Concierge Lead opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Cetera Financial Group is seeking an Onboarding and Transitions professional to drive efficient account migrations and serve as the primary onsite liaison for financial professionals and their teams. The role emphasizes proactive service, training coordination, and cross-team collaboration to accelerate asset movement.
Travel to client offices up to 80-90% is required, with a focus on compliance, accuracy, and delivering a white-glove onboarding experience to accelerate transitions and adoption
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.