Client Support & Transition Lead | Growth-Driven On-Site Role

Kingswood U.S.; Boca Raton (FL); On-site; USD 75,000 - 85,000; Full time

Job summary

Kingswood U.S. is seeking an experienced Client Support & Transition Specialist with a strong business development mindset to join our team on-site in Boca Raton.

You will own projects from start to finish, coordinating client operations and account transitions with speed and precision. Ideal candidates have previous experience in an RIA, broker-dealer, or financial services firm, possess Series 7 / SIE, and are capable of learning quickly in a fast-paced environment.

Qualifications

• Experience at an RIA, broker-dealer, or financial services firm.
• Series 7 / SIE active or commitment within 6 months.
• Strong client communication and lead-tracking discipline.
• Familiarity with Raymond James and/or Schwab Advisor Center is a plus or ability to learn quickly.

Responsibilities

• Provide on-site client operations support across client operations, transition management, and business development.
• Coordinate scheduling, review materials, and manage daily workflow.
• Keep leads and conversations organized and tracked; report back on progress.

Skills

Client communication

Lead tracking

Custodian-to-custodian transitions

Series 7 / SIE

Organizational skills

Bilingual preferred

Job description

Kingswood U.S. is seeking an experienced Client Support & Transition Specialist with a strong business development mindset to join our team on-site in Boca Raton.

You will own projects from start to finish, coordinating client operations and account transitions with speed and precision. Ideal candidates have previous experience in an RIA, broker-dealer, or financial services firm, possess Series 7 / SIE, and are capable of learning quickly in a fast-paced environment.