Client Transition Specialist

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.