Remote Client Transition Manager

Location: Nationwide

Compensation: Salary

Staff Reviewed: Fri, Mar 03, 2023

This job expires in: 7 days

Job Category: Financial

Remote Level: 100% Remote

Weekly Hours: Full Time, Part Time

Employment Status: Permanent

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

A financial services company has an open position for a Remote Client Transition Manager.

Candidates will be responsible for the following:

Managing transition of complex takeover and start up plans to company
Recommending process improvements and manages initiatives related to areas of expertise
Designating as capable of supporting high value takeover/conversion plans

Must meet the following requirements for consideration:

B.S or B.A. Degree preferred
3-5 Years Transition Experience
Experience with OMNI record-keeping system is a plus
Knowledge of Windows Suite including Excel, Word and Access is required

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Remote Client Transition Manager

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COMPLETE JOB DESCRIPTION

Company Overview

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