Private Wealth - Transition Operations Specialist

Citizens

Medfield, MA

Description

As a Transition Operations Specialist at Citizens Private Wealth, you will be a crucial part of a newly recruited Wealth Advisor(s) teams. The individual manages the detailed end to end transition of the new colleagues and their books of business, operating with both speed and attention to detail. The operations specialist understands the overall process, as well as the individual steps, and can problem solve to address unique needs of a particular team. This role provides an opportunity to work in a fast-paced environment, anticipate client needs, and contribute to the success of the team.

Primary responsibilities include

Collaborate with Transition Manager to define plan to onboard experienced Wealth Manager teams
Shepherds the end-to-end onboarding process for newly acquired clients (Account Opening)
Works to organize technology, systems, and tools prior to day one onboarding
Act as a resource on firm policies and procedures

Qualifications, Education, Certifications... More Detail

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