Associate Director, Client Transition Specialist

The Client Transition Specialist is a highly visible role within the Client Service organization, with a dotted-line relationship to Integrations. Success in this role is critical to the successful onboarding and long-term effectiveness of newly joined financial advisory teams. The Client Transition Specialist accelerates transitions by serving as an on-site, concierge-style resource for advisors and client service professionals while directly executing the detailed, end-to-end onboarding of their clients. This includes preparing, reviewing, and sending client documentation, facilitating account opening and asset transfers, tracking onboarding activity through completion, and resolving issues that could delay the transition. The role also helps newly joined teams establish the workflows, technology, and operating practices required to become self-sufficient within Cresset.