Remote Client Transition Manager

Job is Expired
Location: Nationwide
Compensation: Salary
Reviewed: Fri, Mar 03, 2023

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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