Client Transition Lead Essential Planning

Summary/Objective

Reporting to the Essential Planning Team Client Transition Lead is responsible for overseeing the success of Essential Planning clients being properly onboarded into various service lines making and tracking appointments with essential planners and helping transfer clients out of Essential Planning services. Additionally The Client Transition Lead will generate important management reports as well as track progress of other CWA services being offered to Essential Planning clients.

Essential Functions

1. Oversee the success of onboarding essential clients into accounting tax and advisory services for Essential Planning clients.

2. Manage a team of workbook preparers and help prepare workbooks as needed.

3. Keep an accurate track of meetings and services being offered to Essential Planning clients.

4. Help Essential Planning clients successfully integrate into the Wealth Management Department with assets on the platform.

5. Oversight of interns ensuring successful projection completion and professional development.

6. Interact with various CWA departments and understand those service offerings.

Responsibilities and Duties

1. Set clients up for immediate success by facilitating the implementation process for new clients.

2. Manage Essential Planning preparation team members to ensure workbooks are ready a week before planning meetings are held.

3. Become fluent in Essential Planning service offerings as well as CWA services and become a liaison between Full Planning to Essential Planning and vice versa.

4. Collaborate with various departments to ensure clients receive superior services.

5. Provide administrative support to the Essential Planning team. This includes answering initial client phone calls and assisting (when needed) in responding directly to client calls and email communications.

6. Reaching out to clients that have not scheduled appointments and filling the Essential Planners schedules during season times of the year.

7. Request information directly from the client that may be needed for upcoming meetings or phone calls and follow-up accordingly.

8. Supervise and oversee a group of interns providing guidance training and performance feedback to ensure successful project completion and professional development.

9. Work with Wealth Management team and Retirement Specialist team as Essential Planning clients move assets onto the investment platform.

10. Periodically reach out to clients as needed for tax signatures and other important information needed from the client.

11. Manage and schedule office schedules for remote and onsite team members as well as company events for the internal team.

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

• Bachelors degree preferred high school diploma or equivalent required

• Minimum 3 years related work experience as an administrative assistant required

• Professional demeanor with a service mentality

• Extremely organized detail-oriented competent follow through skills

• Excellent verbal and written communication skills

• Superior organization skills - ability to suggest processes and follow up

• Ability to exercise good judgment/decision making when necessary

• Skilled in collaborating and managing small teams

• Proficiency in Microsoft Office software including Word Excel and Outlook

• Self-motivated with strong sense of owning the client relationships (internal and external)

• Ability to independently manage multiple projects to completion

Travel

Minimal travel is expected generally limited to company-wide retreats or occasional industry events.

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers phones photocopiers filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however some filing may be required. This would require the ability to lift files open filing cabinets and bend or stand as necessary.

Position Type and Expected Hours of Work

This is a full-time exempt position with an onsite work schedule. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on managements approval.

Job Compensation & Benefits
Through our competitive compensation and benefits program we seek to attract retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors including but not limited the size of our Firm our financial position the industry business objectives market salary information benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work with allowable pay differences based on factors not prohibited by law) and unique circumstances of the Firm that are subject to change.

Compensation
Minimum: $75000.00 - Maximum: $85000.00 USD

Benefits

Competitive Salary

Employer Paid Medical Short-Term Disability Accident Life and AD&D Insurance

Dental & Vision Insurance

Unlimited PTO

Firm-Paid Holidays Including an Extended Winter Break

Safe Harbor 401k Plan

Generous Employer HSA Contributions

Employer Paid Professional Dues Licenses/Renewals

Continuing Education Resources

Family Planning Assistance Program and Paid Parental Leave

CWA has consistently been recognized from rating services and publications such as:

USA Today Top Workplaces ()

Monster Top Remote Workplaces (2024)

Accounting Today Beyond Top 100: Firms to Watch ()

Accounting Today - Top 100 Firms ()

Forbes - Americas Best Tax & Accounting Firms ()

INSIDE Public Accounting - Top 100 Firms ()

INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)

Dallas Morning News - Top Workplace ()

Accounting Today - Beyond Top 100: Firms to Watch (2020)

Accounting Today - Regional Leaders Top Firms ()

INSIDE Public Accounting - Beyond the Top 100 ()

INSIDE Public Accounting - Top 200 Firms (0)

Dallas Business Journal - Top Accounting Firms (2018)

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy we encourage you to report them immediately by contacting HR at . Your concerns will be handled with the utmost confidentiality and care.