Wealth Enhancement · 1 day ago
Transition Support Specialist
United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $80K/yr
5+ years expWealth Enhancement is an independent wealth management firm dedicated to enriching the lives of its clients. The Transition Support Specialist will assist newly acquired Advisor Teams with transitioning their client accounts, ensuring a smooth and compliant repapering process while providing exceptional client service support.
Financial ServicesRisk ManagementWealth Management
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
Qualification
Required
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
Prior custodial experience with NFS, Fidelity, or Schwab strongly preferred
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
Preferred
Prior custodial experience with NFS, Fidelity, or Schwab strongly preferred
Salesforce experience preferred
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)
Company
Wealth Enhancement
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity
Leadership Team
Kelly Windorski
Chief Financial Officer
Brett Fingerhut
Sr. Vice President / Financial Advisor
Recent News
2026-01-18
2026-01-06
Company data provided by crunchbase