Manage the end-to-end bulk repapering process across WEAS advisory paperwork, custodial paperwork, and Broker/Dealer documents (when applicable).
Accurately prepare and process account opening documentation, ensuring timely and compliant establishment of new accounts.
Oversee and execute the transfer of assets (TOA) process, monitoring for completion and escalating issues when necessary.
Set up and validate ancillary account features such as standing payment instructions, ACH, checkwriting, systematic contributions, and required minimum distributions.
Maintain accurate account records in Salesforce (CRM) and track repapering progress across all client households.
Partner with Advisor Teams to ensure smooth client transitions, communicating proactively on outstanding items.
Research and resolve account transition issues in coordination with custodians, vendors, and internal partners.
Provide ongoing service support during onboarding months, including transactions, deposits, and withdrawals as needed.
Support corporate projects that enhance repapering workflows and client transition efficiency.
Provide feedback on system and process improvements, contributing to continuous improvement initiatives.
Share best practices across the Transition Support team, aligning with CSO’s career progression framework.

Requirements

Bachelor’s degree (or equivalent experience) in business, finance, data analytics, or a related field.
5+ years of financial services experience required, with direct experience in account opening, transfers of assets, and repapering processes.
Prior custodial experience with NFS, Fidelity, or Schwab strongly preferred.
Proficiency with Microsoft Excel.
Strong organizational skills and ability to manage high volumes with accuracy and efficiency.
Excellent communication skills, with a client service mindset and ability to partner across teams.
Strong attention to detail and problem-solving ability.
Proficiency in Microsoft Office; Salesforce experience preferred.

Benefits

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Applicant Tracking System Keywords

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Hard Skills & Tools

account openingtransfers of assetsrepapering processesdata analyticsproblem-solvingattention to detailfinancial services experienceclient service

Soft Skills

organizational skillscommunication skillsability to manage high volumesproactive communicationcollaborationcontinuous improvement mindset

Certifications

Bachelor’s degree