The Client Transition Specialist works across advisory teams, clients, custodians, and internal partners to manage multiple concurrent workstreams, anticipate and resolve issues in real time, and deliver seamless client and team experience while adhering to firm policies, procedures, and regulatory requirements. Execute the end-to-end onboarding of multiple clients and accounts simultaneously, including preparing and sending client documentation, establishing accounts, facilitating custodian transfers and asset movement, driving each onboarding through completion with speed, accuracy, and exceptional service experience.