Business Transition Specialist
About this role
Job title: Business Transition Specialist
About the Role Key Bank is seeking a Business Transition Specialist to support Private Client Advisors (PCAs) in onboarding clients, providing operational training and support as PCAs transition to Key Investment Services (KIS), and assisting with the move of practices to managed account strategies. This role also involves centralized book-of-business management and oversight to transition accounts to the appropriate PCA.
What You'll Do
- Provide administrative support to qualifying new Private Client Advisors (PCAs) in their client onboarding efforts.
- Provide operational training and support to new PCAs as they transition to KIS.
- Provide administrative and operational support to PCAs as they transition their practice to managed account strategies.
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