Transition Support Associate (Traveling)

Financial Advisor Transition Support

Under limited supervision provides operations support as a liaison between the home office and new financial advisors (FAs) joining Private Client Group (PCG) offices. Guidance is provided to perform varied work that is somewhat difficult in nature requiring some evaluation, originality and ingenuity to solve moderately complex problems.

Essential Duties and Responsibilities :

• Researches and helps resolve issues related to the transition of new financial advisors joining PCG offices.
• Provides onsite branch support.
• Processes new branch paperwork to open and transfer accounts. Assist with compliance and KYC requirements.
• Assists financial advisors to gather information missing from forms and paperwork and ensure accuracy.
• Assists with educating financial advisors and their staff on Raymond James policies, procedures and systems.
• Acts as a liaison between financial advisors and home office departments and ensures follow up and completion of transition responsibilities.
• Performs special projects and cross-trains on other departmental functions.
• Performs other duties and responsibilities as assigned.

Knowledge of :

Skill in :

Ability to :

Skills banking operations, Onboarding Support, Project management, Account Opening

Additional Skills & Qualifications :

Experience Level : Intermediate Level

Job Type & Location : This is a Contract to Hire position based out of Dallas, TX.

Pay and Benefits : The pay range for this position is $33.65 - $36.05 / hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following :

Workplace Type : This is a hybrid position in Dallas, TX.

Application Deadline : This position is anticipated to close on Nov 19, 2025.

About TEKsystems : We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.