Road-Ready Transition Specialist - Travel-Heavy Lead
Pomona College
J. Kelly & Associates is seeking a Transition Specialist to lead field-based client onboarding and asset transfers. You will open new accounts, coordinate complex transitions, and train clients on systems while ensuring compliance. This role requires travel and strong client-facing leadership to drive seamless moves among financial advisors and teams. As a full-time, non-exempt position in Florida, you will act as the on-site quarterback, coordinating initiatives across stakeholders and #J-18808-Ljbffr Pomona College
Vacancy posted 1 day ago
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