Dexian · 23 hours ago
Transition Specialist
Denver, CO
Contract
Onsite
New Grad, Entry Level
$20/hr - $21/hrDexian is a leading provider of staffing, IT, and workforce solutions. They are seeking an Operations Representative II to support experienced Financial Advisors in transitioning their clients and assets efficiently and accurately.
ConsultingHuman ResourcesInformation TechnologyProfessional ServicesStaffing Agency
Hiring Manager
Sruthikala Srinivasulu
Responsibilities
Work with Financial Advisors to transfer clients efficiently and accurately
Assist with 'repapering' accounts, transferring assets, and opening brokerage accounts
Pull paperwork from multiple locations and accurately input data into their systems
Qualification
Required
Strong attention to detail
Accurate data entry skills
Ability to pull paperwork from multiple locations
Ability to accurately input data into systems
Experience with transferring assets and opening brokerage accounts
Ability to work within 24-hour SLA's
Company
Dexian
Dexian provides services for staffing, talent development, and consulting, with a focus on technology, finance, and project management.
Founded in 1994
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mahfuz Ahmed
Chairman of the Board
Vikram Motiani
Managing Director
Recent News
2025-11-19
Company data provided by crunchbase