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Sr. Client Transition Specialist (Remote, Full-Time) | CozyJobs

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🔮 Other🌎 Remote💼 Full Time1d ago

Sr. Client Transition Specialist

company hidden — members onlyMembers see every company nameSee who it is — $0.99 for a week →

Members see every company name, full role details, and apply links. Try the full membership for $0.99 for a week — then $25/month, cancel anytime.

Role Details

You own the most complex advisor book transitions at the company end-to-end, and act as an extension of the Onboarding Manager across every onboarding in flight. You set transition plans, coach the transition specialists,…

Full role details are a member benefit.

Start your $0.99 week →See who's hiring →$0.99 for a week

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