Client Transition Specialist

Savvy Wealth

Detail-oriented Client Transition Specialist at Savvy Wealth managing advisor transitions onto Savvy’s platform for efficient onboarding and operational excellence.

Posted 7/23/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $69,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing account transitions within wealth management, ensuring accuracy in paperwork and effective communication with stakeholders. Proficient in data validation and process improvement to enhance operational efficiency.

Highest-signal resume keywords

Account Transition ManagementData Validation and HygieneClient Operations ExperienceExceptional Communication SkillsProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account Transfer PaperworkData PreparationData Validation LogicSpreadsheetsWorkflow Automation

Soft Skills

ResourcefulnessAttention to DetailRelationship BuildingAdaptabilityOwnership Mentality

Tools & Technologies

Custodial PlatformsAI Tools

Industry Keywords

Wealth ManagementClient ServicingOnboardingOperations

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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)