Savvy Wealth logo
Savvy Wealth

Forging the future of wealth management.

Client Transition Specialist

GeneralGeneralFull TimeRemoteSeniorTeam 51-200Since 2021H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

9 days ago

Salary

$69K - $85K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Client Transition Specialist

Savvy Wealth

• 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.

Job 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)

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