Transition Support Partner

Job Summary

To facilitate client transitions, the part-time hourly Transition Support Partner will assist with onboarding processes, manage documentation, and provide support to financial advisors in a remote capacity.

Key responsibilities

• Assisting in the onboarding of new clients and managing transition documentation
• Providing support to financial advisors throughout the transition process
• Coordinating with various teams to ensure a smooth client experience

Required qualifications

• Experience in client support or financial services
• Strong organizational skills and attention to detail
• Proficiency in using CRM software and other relevant tools
• Ability to work independently and manage multiple tasks
• High school diploma or equivalent; relevant certifications are a plus