Senior Client Transition Specialist

Remote admin and support roles on HireSkys cover virtual assistance, data entry, executive assistance, research, and project coordination. Reliability and clear communication matter as much as tools in these roles.

* Own the end-to-end transition of Savvy’s most complex advisor books across custodians like Schwab and Fidelity, including transition planning, paperwork generation, and completed account transfers. * Act as an extension of the Onboarding Manager, assigning new onboardings to specialists, maintaining visibility across all in-flight onboardings, and rebalancing work as needed. * Solve complex issues and escalations (e.g., NIGO, custodian, vendor, data, advisor) with the Onboarding Manager, ensuring quick resolution and advisor communication. * QA paperwork, transition spreadsheets, and trackers on high-risk books before submission, and conduct root-cause reviews on NIGOs to implement fixes. * Assist the Onboarding Manager with managing the Transition Specialists, including 1:1s, coaching, performance input, and onboarding new team members. Formal direct reports expected in 2027. * Lead pre-go-live transition planning with Sales and advisor teams, addressing data readiness, sequencing, standing instructions, and go-live risks. * Own and maintain the transition playbook, identifying and documenting process and automation improvements, including AI workflows. * Report on transition health (turnaround time, NIGO rate, stalled accounts) and flag risks early to leadership.

Master these to land this role

Spreadsheet SkillsWealth ManagementProcess ImprovementAI WorkflowsClient Operations

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Savvy is reinventing wealth management with AI-native tools. Founded by Ritik Malhotra, Savvy partners with financial advisors to provide a modern platform, marketing support, investment management, and client services. Advisors using Savvy service up to 50% more households and save 19 hours a week. AI is central to their operations, with Savvy Intelligence (released April 2026) being the first AI built for wealth managers, and internal use of tools like Claude across the company.