Are you a strategic thinker? Are you able to build relationships easily? Do you know how to use data to support ideas and actions, implement those ideas and measure their success? Are you able to creatively think about ways to solve problems, overcome obstacles and challenge the status quo? Do you excel in a fast-paced, continually evolving environment?

You will:
• coordinate and execute the client onboarding process for clients migrating from field organization to the Wealth Advice Center (WAC), ensuring a smooth transition and exceptional experience
• conduct detailed reviews of client accounts to verify accurate and complete information during the migration process, introduce WAC benefits and support model
• communicate with field organization (FAs, CSAs, Field Leaders) to address questions, provide guidance, and resolve onboarding-related issues promptly
• collaborate with internal teams to streamline processes, identify opportunities for improvement, and mitigate potential onboarding challenges
• serve as liaison between the field organization and the external WAC Relationship Manager by providing timely and accurate assistance for operational and service matters
• develop a comprehensive understanding of field FA compensation related to WAC, firm’s product suite, migration and referral process to support the field effectively
• provide tailored, high-touch service to field and recently onboarded clients, prioritizing client satisfaction and retention
• respond to client and field partner inquiries with urgency, empathy, and attention to detail
• conduct client outreach initiatives to enhance experience, increase retention and satisfaction
• maintain meticulous records of client interactions, field engagement, onboarding activities, and productivity metrics
• manage follow-ups and ensure tasks are completed with accuracy and efficiency