Client Transition Specialist

🕒 Julho 23

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $69.000 - $85.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

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Savvy Wealth

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2021

💼 Consultoria

🏥 Saúde

📣 Marketing

Consulting • Healthcare • Marketing

Savvy Wealth é uma empresa de gestão de patrimônio orientada por tecnologia que oferece serviços inovadores de planejamento financeiro e gestão de investimentos para indivíduos de alto patrimônio líquido. A empresa combina tecnologia avançada com consultores financeiros experientes para fornecer estratégias financeiras personalizadas, adaptadas às necessidades únicas de cada cliente. Com foco na transparência e nos interesses dos clientes, a Savvy Wealth capacita os clientes a rastrear seus investimentos e desempenho financeiro em um painel de controle facilmente acessível, garantindo uma experiência de gestão financeira abrangente e sem complicações.

Descrição

• 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, catching data issues before they cause delays. • Run data preparation and validation to ensure accuracy • Act as the dedicated day-to-day point of contact for transitioning advisors, communicating proactively and keeping each transition on schedule. • Coordinate across custodians, vendors, and internal teams (Operations, Product, Client Servicing) to unblock transitions. • Balance multiple concurrent transitions while maintaining clear communication with stakeholders and staying adaptive in a rapidly evolving environment. • 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.

🎯 Requisitos

• 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 — you can pick up new custodial platforms and tools on your own, fast. • 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 — comfort with spreadsheets and validation logic, and the discipline to catch errors before they compound. • Excellent communication and relationship-building skills, with the empathy and confidence to keep advisors calm and informed under pressure. • 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.

🏖️ Benefícios

• Competitive salary and equity package • 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 (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)