Job Description: • Client Onboarding/Transitions/Conversions - IC1 under significant direction, conducts assigned operational and data analysis activities related to client onboarding/transitions/conversions. • Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform. • Determines the best set-up for client accounts and establishes or makes updates to client accounts. • Prepares for the opening of new accounts once due diligence on KYC and AML has been completed. • Reviews the Account Opening Checklist for accuracy. • Closes off accounts by first checking for any pending activity or balances remaining in the account. • Conducts pre-transition/conversion testing and quality review of client data. • Escalates findings to senior colleagues or assigned transition consultant. • Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third-parties, etc. • Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths. • Coordinate with different departments to complete tasks and documentation in time. • Communicate progress to team and escalate issues or potential project delays. • Provides project management to maintain and support less complex client relationships. • Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience.