Client Transition Manager (Corporate Cards & Payments) [AQ-12460]

About the role

Aquent is partnering with a leading global financial technology organization that stands at the forefront of innovation, shaping the future of digital transactions and payment solutions. This organization is dedicated to delivering seamless, secure, and impactful financial experiences for businesses and consumers worldwide. In this role, you will directly influence client satisfaction and the adoption of cutting-edge financial platforms, guiding a select portfolio of valued corporate clients through significant system updates and new financial platform adoptions.

Responsibilities

• Lead personalized, video/phone-based outreach to a dedicated portfolio of corporate clients, guiding them through system modifications, new processes, and financial platform updates.
• Collaborate strategically with internal Relationship Managers to align communication, understand client nuances, and present a unified, professional front.
• Act as the primary client advocate, proactively identifying and resolving potential roadblocks, triaging technical issues, and driving solutions to ensure seamless transitions.
• Manage transition timelines by meticulously tracking activities against a detailed workplan, updating project logs, and ensuring all critical deadlines are met.
• Maintain comprehensive communication and issue logs using industry-standard tools to provide full visibility and continuity for internal project and business teams.

Requirements

• 2–4 years of professional experience in Client Onboarding, FinTech Implementation, Project Coordination, or Junior Project Management support.
• Exceptional verbal and written communication skills, with the ability to confidently present to corporate stakeholders and simplify complex technical information.
• High proficiency in data tracking and organizational tools, including spreadsheet software, collaboration platforms (for managing data trackers and action registries), and presentation software (for creating clear status updates).
• A proactive, action-oriented mindset, demonstrating the ability to coordinate across teams and solve problems before they impact the client experience.

Qualifications

Must-Have: The requirements listed above.

Nice-to-Have:

• Prior experience working within Financial Services, Payment Solutions, or Commercial Banking environments.

Why You’ll Thrive in This Role

• Impact & Visibility: Directly influence the success of major strategic initiatives and safeguard critical corporate relationships, making a significant difference to the business.
• Autonomy: Take ownership of your client portfolio and manage your day-to-day work within a supportive and collaborative environment.
• Growth Potential: This role offers an incredible launchpad for your career, sitting at the intersection of Project Management, Client Success, and Financial Technology Implementation.

Benefits

As a freelancer with Aquent, you’ll receive access to:

• Weekly pay.
• Subsidized health and dental benefits after your first four weeks of work (averaging at least 20 hrs/wk).
• Paid Sick Leave for all US and Canada talent.
• 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 Aquent’s Talent Rewards Program (rewards for referrals).
• Free online courses via Aquent’s Gymnasium to develop your skills.
• Ongoing support from your Aquent Agent, including help finding new opportunities as your contract nears completion.