Transition Support Specialist

Wealth Enhancement Group

4d•$70,000 - $80,000

About The Position

About Wealth Enhancement Wealth Enhancement 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 our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We are looking for a Transition Support Specialist (TSS) to assist newly acquired Advisor Teams with transitioning their existing client accounts/business. The key function of this role is to support the repapering process and integration efforts to ensure effective, efficient and client friendly experience. The TSS plays a key part in ensuring all transition activities are executed accurately, efficiently, and in alignment with compliance and custodial standards, providing exceptional client experience. This position may also provide day-to-day client service support to new teams and may include some travel (5%). In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 to $80,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Requirements

Bachelor’s degree (or equivalent experience) in business, finance, data analytics, or a related field.
5+ years of financial services experience required, with direct experience in account opening, transfers of assets, and repapering processes.
Proficiency with Microsoft Excel.
Strong organizational skills and ability to manage high volumes with accuracy and efficiency.
Excellent communication skills, with a client service mindset and ability to partner across teams.
Strong attention to detail and problem-solving ability.
Proficiency in Microsoft Office; Salesforce experience preferred.

Nice To Haves

Prior custodial experience with NFS, Fidelity, or Schwab strongly preferred.

Responsibilities

Manage the end-to-end bulk repapering process across WEAS advisory paperwork, custodial paperwork, and Broker/Dealer documents (when applicable).
Accurately prepare and process account opening documentation, ensuring timely and compliant establishment of new accounts.
Oversee and execute the transfer of assets (TOA) process, monitoring for completion and escalating issues when necessary.
Set up and validate ancillary account features such as standing payment instructions, ACH, checkwriting, systematic contributions, and required minimum distributions.
Maintain accurate account records in Salesforce (CRM) and track repapering progress across all client households.
Partner with Advisor Teams to ensure smooth client transitions, communicating proactively on outstanding items.
Research and resolve account transition issues in coordination with custodians, vendors, and internal partners.
Provide ongoing service support during onboarding months, including transactions, deposits, and withdrawals as needed.
Support corporate projects that enhance repapering workflows and client transition efficiency.
Provide feedback on system and process improvements, contributing to continuous improvement initiatives.
Share best practices across the Transition Support team, aligning with CSO’s career progression framework.

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)