Client Transition Manager (Corporate Cards & Payments)

Join an established financial organization at the forefront of innovation, dedicated to delivering cutting-edge payment solutions and exceptional client experiences. We are partnering with Aquent to find talent that will drive critical strategic initiatives and strengthen relationships with our most valued corporate clients. Are you a strategic problem-solver with a passion for guiding high-value clients through transformative changes? This is an unparalleled opportunity to quarterback a critical system and financial platform migration, ensuring a seamless transition for a select portfolio of our most important corporate partners. As a dedicated advocate, you won’t just manage a process; you’ll ensure every step of this significant update is a world-class experience. Your impact will be immediate and highly visible, directly influencing the success of a major strategic initiative and protecting critical corporate relationships.

Responsibilities

Lead direct, video/phone-based outreach to your dedicated portfolio of 10–15 corporate clients to walk them through system modifications, new processes, and financial platform updates; Collaborate seamlessly with internal Relationship Managers to coordinate communication timing, align on specific client nuances, and present a unified, professional front; Act as the primary advocate for your clients; actively listen to their needs, preemptively identify roadblocks, triage technical or system issues, and drive them to resolution; Keep transitions on schedule by managing activities against a detailed workplan, updating project logs, and ensuring all tasks hit critical deadlines; Maintain meticulous communication and issue logs to ensure full visibility and continuity across internal project and business teams

Requirements

3+ years of professional experience in Client Onboarding, FinTech Implementation, Project Coordination, or Junior PM/PMO support; Exceptional verbal and written communication skills, comfortable presenting confidently to corporate stakeholders and translating complex system changes into simple, actionable steps; Highly proficient in data management tools (e.g., Excel) and collaboration platforms (e.g., SharePoint) for managing data trackers, action registries, and building simple, clean status updates; A proactive, action-oriented approach, actively coordinating across teams to solve problems before they impact the client

Nice to have

Prior experience working in Financial Services, Payments, or Commercial Banking environments

Benefits

Subsidized health, vision, and dental plans; Paid sick leave; Retirement plans with a match; Free online training through Aquent Gymnasium; Paid weekly; Subsidized health and dental benefits after your first four weeks of work (averaging at least 20 hrs/wk); Access to Fidelity 401(k) with company match; Access to FSA Program (pre-tax payment toward bus or train passes, etc.); Direct deposit for your paycheck; Access to Talent Rewards Program (referral rewards); Aquent support: your Aquent Agent checks in with you during the course of your contract