Client Transition Specialist

Savvy
New York
Workplace: RemoteFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsSkills: ["Resourcefulness","Attention to detail","Communication","Relationship-building","Ownership"]

Own the end-to-end transition of newly signed advisors’ books onto Savvy’s platform, from paperwork generation through completed account transfers. Prepare, validate, and submit onboarding materials with a low NIGO rate, run data validation to ensure accuracy, and serve as the day-to-day point of contact for advisors. Coordinate across custodians, vendors, and internal teams to unblock transitions, monitor progress, and improve workflows for scalable, automated onboarding.

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Savvy
Savvy
1 month ago

Client Transition Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Closed

Job Summary

Own the end-to-end transition of newly signed advisors’ books onto Savvy’s platform, from paperwork generation through completed account transfers. Prepare, validate, and submit onboarding materials with a low NIGO rate, run data validation to ensure accuracy, and serve as the day-to-day point of contact for advisors. Coordinate across custodians, vendors, and internal teams to unblock transitions, monitor progress, and improve workflows for scalable, automated onboarding.
Location: New York
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •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 rate while catching data issues before 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 to unblock transitions; monitor and report progress and flag risk early.

Pay and Benefits

Perks:Health Insurance401kPaid LeaveDentalVisionHsa/fsa

Key Requirements

  • •3 to 5+ years in client operations, account transitions, onboarding, or account management within wealth management.
  • •Hands-on experience across multiple custodians and strong understanding of account transfer/onboarding paperwork.
  • •Strong data hygiene skills, including comfort with spreadsheets and validation logic to catch errors early.
  • •Excellent organization and attention to detail across parallel, deadline-driven workstreams.
  • •Strong communication and relationship-building skills, staying calm and clear with advisors under pressure.
Experience:3+ yearsWealth managementWealthtechRIABroker-dealer
Skills:ResourcefulnessAttention to detailCommunicationRelationship-buildingOwnership
Tech Stack:ExcelGoogle SheetsClaudeAI toolsSchwabFidelityACATLPOARepaper processesDocuSignOrionSalesforce

Company Brief

Savvy
Provides wealth management and financial planning services focused on helping individuals and families grow, preserve, and manage their wealth through personalized investment strategies and advisory support.
Industry: Wealth Management
Website