Transition Support Specialist
Wealth Enhancement Group(27 days ago)
About this role
The Transition Support Specialist at Wealth Enhancement supports the onboarding and integration of newly acquired advisor teams and their client accounts, focusing on repapering and compliance with custodial standards. The role sits on the Transition Support team and collaborates with advisor teams, custodians, vendors, and internal partners to help ensure a smooth client experience.
Required Skills
- Repapering
- Account Opening
- Asset Transfers
- Salesforce
- Excel
- Communication
- Problem Solving
- Organization
- Custodial Experience
- Process Improvement
+1 more
Qualifications
- Bachelor's Degree
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