Client Transition Specialist

📋 Description

• Own the end-to-end transition of assigned advisors’ books across custodians.
• Prepare, validate, and submit account paperwork with a low NIGO rate.
• Run data preparation and validation to ensure accuracy.
• Act as the day-to-day contact for transitioning advisors, keeping transitions on schedule.
• Coordinate across custodians, vendors, and internal teams to unblock transitions.
• Balance multiple concurrent transitions while maintaining clear communication with stakeholders.

🎯 Requirements

• 3-5+ years in client operations, account transitions, onboarding, or account mgmt in wealth management.
• Exceptional resourcefulness and a quick learning curve for custodial platforms.
• Hands-on experience with multiple custodians and account transfer/onboarding paperwork.
• Exceptional organization and attention to detail across parallel, deadline-driven workstreams.
• Strong data hygiene instincts; comfortable with spreadsheets and data validation.
• Excellent communication and relationship-building; keep advisors informed under pressure.

🎁 Benefits

• Unlimited PTO + paid company holidays
• Access to holistic medical, dental, and vision plans
• Company 401(k), Commuter, and HSA/FSA plans
• NYC office in the heart of Manhattan
• Lunch and snacks provided in the office
• Access to virtual mental health care and health concierge services