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Wealth Management Onboarding & Transition Specialist

Job in Springfield, Hampden County, Massachusetts, 01119, USA
Listing for: MassMutual
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services firm in Springfield, MA is seeking a Wealth Management Transition Support Specialist to provide onboarding and transition support for experienced advisors. This role involves monitoring account submissions, working closely with firm leadership, and assisting in the onboarding process. Candidates should have a high school diploma, relevant experience in financial services, and strong customer service skills. Join this dynamic team to help advisors transition smoothly and efficiently while fostering lasting relationships.
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