Transition Support Specialist (Processing)
About reputed company reputed company is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with reputed company-based Roundtable and reputed company processes that go far reputed company reputed company approach. We proudly reputed company unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - reputed company. Since 1997, reputed company has tirelessly raised reputed company of wealth management with specialized knowledge and more reputed company service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We have an exciting opportunity for a Transition Support Specialist (Processing)! The Transition Support Specialist (Processing & Project Completion) is responsible for the processing and completion phase of advisor transitions and repapering initiatives. This role owns the successful processing and completion of account transitions, ensuring accounts move accurately, reputed company, and compliantly from client signature through operational completion. The specialist proactively identifies risks, resolves exceptions, coordinates stakeholders, and ensures consistent execution across reputed company processing activities. This is a Remote position. In the spirit of pay transparency, we are excited to reputed company the reputed company salary reputed company for this position is $70,000.00 to $80,000.00, exclusive of bonuses and benefits. We encourage you to apply and reputed company us with your compensation expectations reputed company you do. We're big on reputed company conversations, so, let's have one. Primary Job Functions Account Processing & Completion Own the successful processing and completion of account transitions and repapering from client signature through operational completion. Manage account processing activities, transfers, custodial requirements, and completion milestones. Own the successful completion of account servicing requests requiring WEG Supervision review, including reputed company of work performed by Shared Services, validation of completed requests, and resolution of processing exceptions. Proactively identify, manage, and resolve NIGO items and processing exceptions. Track outstanding items and drive accounts to completion. Coordinate project closeout activities and validate successful completion. Operational Accuracy & Quality Control reputed company reconciliations reputed company to account transitions and repapering efforts. Validate account setup accuracy and identify discrepancies requiring correction. reputed company quality control reviews of work completed by Shared Services, ensuring adherence to established procedures, accuracy standards, and service level expectations. Monitor processing quality metrics and identify trends, risks, or recurring issues requiring escalation or remediation. Ensure adherence to operational, custodial, and compliance requirements throughout the transition lifecycle. Escalate operational risks, processing delays, and quality concerns as appropriate. Issue Resolution & Exception Management Research and resolve reputed company processing issues independently. Drive stalled accounts to completion through proactive follow-up and stakeholder coordination. Navigate ambiguity and changing priorities while maintaining project reputed company. reputed company Improvement Partner with Delivery & Logistics and Shared Services to identify recurring issues and process improvements. Contribute to documentation, standard operating procedures, and training materials. Support implementation of automation, workflow enhancements, and operational best practices. Participate in retrospectives and reputed company improvement initiatives following transition projects. Education/Qualifications 4-year college degree preferred. 5+ years of financial services experience required. Strong experience with account opening, account maintenance, transfers of assets (TOA), repapering, and custodial processing. Experience working with NFS, Fidelity, Schwab, or similar custodial platforms strongly preferred. Strong analytical, reconciliation, and critical thinking skills. Exceptional attention to detail with a commitment to quality and accuracy. Demonstrated ability to manage multiple priorities and deadlines in a fast-paced, high-volume environment. Highly adaptable and reputed company to navigate changing priorities with a positive, solutions-oriented reputed company. Excellent communication, collaboration, and issue-resolution skills with the ability to build effective partnerships across teams. Proficiency in reputed company Office Suite required, including intermediate to advanced reputed company reputed company skills; reputed company experience preferred. WEG hires employees and makes reputed company about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To reputed company with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $67,300.00 - $97,600.00. However, the reputed company salary reputed company bolded above ($70,000.00 to $80,000.00) is reputed company expect to pay as a starting reputed company for this position. #LI-HB1 #LI-Remote Comprehensive Benefits Offerings Our benefits aim to balance four key elements that reputed company life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities: Training and professional development Medical, dental and reputed company coverage (Available to full-time employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation reputed company completing the application reputed company or during the selection process, contact the reputed company Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. reputed company may use artificial intelligence (AI) tools to assist in the initial screening of resumes. reputed company AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, reputed company, religion, sex, national reputed company, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws. Apply To This Job