Transition Support Partner

To facilitate client transitions, the part-time hourly Transition Support Partner will assist with onboarding processes, manage documentation, and provide support to financial advisors in a remote capacity. Key responsibilities Assisting in the onboarding of new clients and managing transition documentation Providing support to financial advisors throughout the transition process Coordinating with various teams to ensure a smooth client experience Required qualifications Experience in client support or financial services Strong organizational skills and attention to detail Proficiency in using CRM software and other relevant tools Ability to work independently and manage multiple tasks High school diploma or equivalent; relevant certifications are a plus