Transition Specialist
Krilogy
Krilogy is seeking a motivated Transition Support Specialist in Missouri to join our dedicated support team. This full-time role delivers high-level Advisor transition support, training on Krilogy systems, asset transfers to custodians, and best-practice development for teams before and after transitions. You will coordinate with internal departments, create CRM records and documentation, and ensure a smooth onboarding experience for Advisors and staff. Occasional travel may be required. #J-18808-Ljbffr
Vacancy posted 18 hours ago
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$32.2 per hour
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