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Client Relationship Manager Business Management

Client Transitions Lead: Onboarding & Offboarding

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Pathstone
Full Time position
Listed on 2026-02-15
Job specializations:
  • Business
    Client Relationship Manager, Business Management
Salary/Wage Range or Industry Benchmark: 82000 - 85000 USD Yearly USD 82000.00 85000.00 YEAR
Job Description & How to Apply Below
A growing wealth management firm is seeking a Client Transitions Manager to manage complex client onboarding and offboarding processes. This hands-on role requires at least 5 years of experience in financial services operations. The ideal candidate will excel in project management, communication, and organizational skills. The position expects an ability to navigate internal systems, manage high volumes of transitions, and ensure client satisfaction.

A competitive salary within the range of $82,000 - $85,000 per year is offered.
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