Client Transition Specialist
New
S
Savvy WealthWealth Management
Remote - USFull-TimeMiddle
SalaryCompetitive salary and equity package
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Job Details
- Experience
- 3 to 5+ years
- Required Skills
- Microsoft ExcelAccount ManagementGoogle Sheets
Requirements
- 3 to 5+ years in a client operations, account transitions, onboarding, or account management role in wealth management.
- Exceptional resourcefulness and a very quick learning curve for new custodial platforms and tools.
- Hands-on experience working across multiple custodians and a strong grasp of account transfer / onboarding paperwork.
- Exceptional organization and attention to detail across many parallel, deadline-driven workstreams.
- Strong data hygiene instincts, including comfort with spreadsheets and validation logic.
- Excellent communication and relationship-building skills.
- A collaborative, low-ego, self-starter attitude with an incredible ownership mentality.
- Tech-savvy and adept at quickly learning and adopting new technologies, including AI tools.
- Comfort working in a high-growth, constantly changing environment.
Responsibilities
- Own the end-to-end transition of assigned advisors’ books across custodians, from paperwork generation through completed account transfers.
- Prepare, validate, and submit account paperwork with a low NIGO (not-in-good-order) rate.
- Run data preparation and validation to ensure accuracy.
- Act as the dedicated day-to-day point of contact for transitioning advisors.
- Coordinate across custodians, vendors, and internal teams to unblock transitions.
- Balance multiple concurrent transitions while maintaining clear communication with stakeholders.
- Monitor and report on transition progress and flag risk situations early.
- Contribute to improving the team’s capabilities by enhancing existing processes and helping build scalable, automated workflows.
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