Transition Support Partner

Job Summary

To enhance client experiences, the full-time Transition Support Partner will manage the transition process for financial advisors, ensuring smooth onboarding and integration of services remotely.

Key responsibilities

• Facilitate the onboarding process for new financial advisors and their clients
• Coordinate with various departments to ensure timely and accurate service delivery
• Provide ongoing support and guidance to clients during the transition phase

Required qualifications

• Experience in financial services or a related field
• Strong understanding of client onboarding processes
• Proficiency in using CRM and financial software
• Ability to work independently and manage multiple projects
• Relevant certifications or licenses preferred