Transition Support Specialist

Role Overview

• 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 oversight 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.
• Perform reconciliations related to account transitions and repapering efforts.
• Validate account setup accuracy and identify discrepancies requiring correction.
• Perform 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.
• Research and resolve complex processing issues independently.
• Drive stalled accounts to completion through proactive follow-up and stakeholder coordination.
• Navigate ambiguity and changing priorities while maintaining project momentum.
• 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.

Requirements

• 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 able to navigate changing priorities with a positive, solutions-oriented mindset.
• Excellent communication, collaboration, and issue-resolution skills with the ability to build effective partnerships across teams.
• Proficiency in Microsoft Office Suite required, including intermediate to advanced Microsoft Excel skills; Salesforce experience preferred.

Tech Stack

• NFS

Benefits

• Training and professional development
• Medical, dental and vision 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)