Client Support Manager & Transition Specialist

Kingswood U.S. · Boca Raton, Florida

FULL TIME$75,000 – $75,000 / yr

Job Description

We're Hiring | Client Support Manager & Transition Specialist

Boca Raton, FL | On-Site | Full-Time

We are looking for an experienced Client Support & Transition Specialist with a strong business development mindset to join our team on-site in Boca Raton.

Ideal candidates come with prior experience at an RIA, broker-dealer, or financial services firm and know how to operate with speed and precision, taking full ownership of projects and daily tasks from start to finish.

You bring

✦ Strong client communication and lead tracking discipline

✦ Hands-on experience with custodian-to-custodian account transitions

✦ Raymond James and/Schwab Advisor Center experience/or have the ability to learn quickly

✦ Advanced Excel + Microsoft 365

✦ Series 7 / SIE (active or committed to obtaining within 6 months)

✦ Exceptional organizational skills - you run tasks independently, set priorities, schedule, and report back

✦ Bilingual preferred: Spanish, Russian, or Ukrainian

This is a blended role providing excellent support to our clients and partners across client operations, transition management, and business development, working directly alongside firm executives. You will manage your daily workflow, coordinate scheduling and meeting review materials, and keep every lead and conversation organized and tracked. This role offers real business development and growth opportunities for ambitious, proactive professionals.

If you are someone who is eager to learn, able to multitask and set priorities, is genuinely excited to grow alongside a firm that values your ambition - we want to hear from you.

Attach Resume

Expected Salary Range: $75,000 - $85,000

#WealthManagement #NowHiring #BocaRaton #RIA #ClientOperations #AccountTransitions #Series7

Company	Kingswood U.S.
Location	Boca Raton, Florida
Type	FULL TIME
Niche	Full-time
Salary	$75,000 – $75,000 / yr

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Client Support Manager & Transition Specialist

Job Description

Ideal candidates come with prior experience at an RIA, broker-dealer, or financial services firm and know how to operate with speed and precision, taking full ownership of projects and daily tasks from start to finish.You bring

✦ Hands-on experience with custodian-to-custodian account transitions

Ideal candidates come with prior experience at an RIA, broker-dealer, or financial services firm and know how to operate with speed and precision, taking full ownership of projects and daily tasks from start to finish.

You bring