Found Description
Our client within financial services requires an Integration Specialist to join their team. The Integration Specialist supports the onboarding of new advisor teams, partner offices, client accounts, documentation, and operational workflows into the firm. In the market, this role may be most easily understood as a transition or onboarding specialist; internally, it forms part of the Integration function.
This is a hands‑on, detail‑oriented role focused on account opening, documentation, data readiness, transfers, custodian follow‑up, workflow tracking, and issue resolution during the transition period. The role is ideal for someone who enjoys being in the work, staying organized, and helping advisor teams move through change with as little disruption as possible.
Role Mandate
- Support the execution of partner office transitions from planning through go‑live and post‑transition cleanup.
- Prepare, review, track, and follow up on account openin...