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Edward Jones · 1 day ago

Senior Onboarding Specialist, Human Capital

St Louis, MO

Full-time

Hybrid

Mid, Senior Level

$84K/yr - $143K/yr

3+ years exp

Edward Jones is a Fortune 500 financial services firm that values collaboration, autonomy, and opportunity. They are seeking a Senior Onboarding Specialist to create customized processes and solutions while training and supporting experienced advisors in a dynamic environment, ensuring a smooth transition of business and clients.

AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management

Responsibilities

Trains EA on all EJ systems and processes in order to transition book of business quickly and effectively. This position requires 50-70% travel, most EA training is completed face-to-face

Reviews all transfers and account opening paperwork to ensure seamless account movement between firms. Corrects and resubmits any errors on ACATs that impede asset movement to EJ

Interacts with multiple departments to ensure training and system processes are accurate and current. A senior will act as a leader on assignments overseeing training, observing, and providing feedback to OS team members helping support the EA

Interacts with multiple vendors to ensure smooth processing of accounts, annuities, life insurance and ERPs (401(k), 403(b) Owner K etc.)

Creates specialized plans to train experienced advisor in a 'just in time' format using knowledge from continued training on EJ system improvements and staying up to date on all products, services and new software. A senior is responsible to create training for each member of the transitioning EA team and ensuring accompanying OS team members are upskilled/reskilled as needed on training paths

Responsible for administrative paperwork which enables asset transfers (Team averages $550 million / year)

Creates plan for continued support from region, host branch and TBS team upon onboarding specialist assignment completion