Transition Support Specialist

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

📋 Description

• Own the successful processing and completion of account transitions and repapering from client signature through operational completion. • Manage account processing activities, transfers, custodial requirements, and completion milestones. • Own the successful completion of account servicing requests requiring WEG Supervision review, including oversight of work performed by Shared Services, validation of completed requests, and resolution of processing exceptions. • Proactively identify, manage, and resolve NIGO items and processing exceptions. • Track outstanding items and drive accounts to completion. • Coordinate project closeout activities and validate successful completion. • Perform reconciliations related to account transitions and repapering efforts. • Validate account setup accuracy and identify discrepancies requiring correction. • Perform quality control reviews of work completed by Shared Services, ensuring adherence to established procedures, accuracy standards, and service level expectations. • Monitor processing quality metrics and identify trends, risks, or recurring issues requiring escalation or remediation. • Ensure adherence to operational, custodial, and compliance requirements throughout the transition lifecycle. • Escalate operational risks, processing delays, and quality concerns as appropriate. • Research and resolve complex processing issues independently. • Drive stalled accounts to completion through proactive follow-up and stakeholder coordination. • Navigate ambiguity and changing priorities while maintaining project momentum. • Partner with Delivery & Logistics and Shared Services to identify recurring issues and process improvements. • Contribute to documentation, standard operating procedures, and training materials. • Support implementation of automation, workflow enhancements, and operational best practices.

🎯 Requirements

• 4-year college degree preferred. • 5+ years of financial services experience required. • Strong experience with account opening, account maintenance, transfers of assets (TOA), repapering, and custodial processing. • Experience working with NFS, Fidelity, Schwab, or similar custodial platforms strongly preferred. • Strong analytical, reconciliation, and critical thinking skills. • Exceptional attention to detail with a commitment to quality and accuracy. • Demonstrated ability to manage multiple priorities and deadlines in a fast-paced, high-volume environment. • Highly adaptable and able to navigate changing priorities with a positive, solutions-oriented mindset. • Excellent communication, collaboration, and issue-resolution skills with the ability to build effective partnerships across teams. • Proficiency in Microsoft Office Suite required, including intermediate to advanced Microsoft Excel skills; Salesforce experience preferred.

🏖️ Benefits

• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)