Client Onboarding & Transition Specialist

Western Alliance Bancorporation; Chandler (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

Western Alliance Bank, a wholly owned subsidiary of Western Alliance Bancorporation, seeks an AB Client Transition Advisor to coordinate client onboarding, implementation and transition projects for banking products and services.

You will collaborate with clients, bankers and internal partners to manage multiple onboarding engagements, deliver training, and ensure successful adoption across the implementation lifecycle.

Qualifications

• 2+ years in client onboarding, implementation, or project management in financial services.
• Bachelor's degree in related field preferred.
• Experience with B2B banking and regulatory awareness is a plus.

Responsibilities

• Coordinate multiple onboarding and transition engagements across clients and teams.
• Develop implementation plans with milestones, timelines and action items.
• Serve as primary client contact, identifying obstacles and driving resolution.
• Ensure stakeholder alignment and timely decision-making for implementations.
• Lead client meetings, calls, training sessions and go-live activities.
• Identify opportunities to improve processes and client experience.

Skills

Client onboarding

Project coordination

Communication

Problem-solving

B2B banking experience

Stakeholder management

Attention to detail

Education

Bachelor's degree preferred

High school diploma required

Job description

Western Alliance Bank, a wholly owned subsidiary of Western Alliance Bancorporation, seeks an AB Client Transition Advisor to coordinate client onboarding, implementation and transition projects for banking products and services.

You will collaborate with clients, bankers and internal partners to manage multiple onboarding engagements, deliver training, and ensure successful adoption across the implementation lifecycle.