Portfolio Analyst
Collabera Inc.
IT
St. Louis, MO, USA
USD 18-20 / hour
Posted on May 31, 2025
Portfolio Analyst
Contract: St Louis, Missouri, US
Salary Range: 18.00 - 20.00 | Per Hour
Job Code: 362473
End Date: 2025-06-29
Days Left: 28 days, 11 hours left
Detailed Job Description:
Client: Bank
Job Title: Securities and Operations representative
Location: St Louis, MO
Duration: 03 Months
Pay Rate: $18 - 20/HR
Overview:
- The team’s responsibility is running field transitions, which means meeting with external firm Financial Advisors in search of a new firm.
- This team will meet the FA in-person and help with transferring the asset/brokerage book of business accounts over.
- Some transitions can be smaller (200 customer accounts) or larger (10k+ customer accounts).
Education:
- Accounting finance background or Math degree
- Customer service background
- Banking Firm experience
- Attention to detail
Responsibilities:
- 2-3 weeks onsite in STL for training before being sent on transitions 50% Travel
- Meet face to face with external firm Financial Advisors, and partners to transfer customer accounts to our Initiative.
- First impressions/confidence very important.
- Will work through different business channels (brokerage/assets/mortgage)
Job Requirement
- Accounts
- Portfolio
- Funds
- Customer Service
Reach Out to a Recruiter
- Recruiter
- Phone
- Vivek Singh
- vivek.ksingh@collabera.com