Client Transition Specialist

Job Summary

Owning the end-to-end transition of newly signed advisors' books, the full-time remote Client Transition Specialist will manage paperwork generation, account transfers, and communication with advisors to ensure a seamless onboarding experience.

Key responsibilities:

• Oversee the complete transition process for assigned advisors, ensuring timely and accurate account transfers
• Prepare and validate account paperwork to minimize errors and delays during transitions
• Act as the primary point of contact for transitioning advisors, coordinating with internal teams and custodians to maintain progress and resolve issues

Required qualifications:

• 3 to 5+ years of experience in client operations, account transitions, onboarding, or account management in wealth management
• Strong understanding of custodial platforms and account transfer paperwork
• Exceptional organizational skills and attention to detail across multiple projects
• Excellent communication and relationship-building abilities, especially under pressure
• Tech-savvy with a quick learning curve for new technologies and tools