Client Transition Specialist

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🔥 1 hour ago

🇺🇸 United States – Remote

💵 $69k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Savvy Wealth

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Savvy Wealth is a technology-driven wealth management firm that offers innovative financial planning and investment management services to high net worth individuals. The company combines advanced technology with experienced financial advisors to provide personalized financial strategies tailored to each client's unique needs. With a focus on transparency and client interests, Savvy Wealth empowers clients to track their investments and financial performance in an easily accessible dashboard, ensuring a seamless and comprehensive financial management experience.

📋 Description

• 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.

🎯 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 — 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.

🏖️ Benefits

• 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)