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 Client Transition Manager, you won't just manage a process; you'll be the dedicated advocate, ensuring every step of this significant update is a world-class experience. This is an 8-month assignment where your impact will be immediate and highly visible, directly influencing the success of a major strategic initiative and protecting critical corporate relationships.

Key Responsibilities

• Lead direct, video/phone-based (Zoom) 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 via Excel and SharePoint to ensure full visibility and continuity across internal project and business teams.

Must-Have Qualifications

• Experience: 3+ years of professional experience in Client Onboarding, FinTech Implementation, Project Coordination, or Junior PM/PMO support.
• Communication Excellence: Exceptional verbal and written communication skills, comfortable presenting confidently to corporate stakeholders over Zoom and translating complex system changes into simple, actionable steps.
• Organizational Discipline: Highly proficient in Excel and SharePoint (managing data trackers, action registries) and PowerPoint (building simple, clean status updates).
• Proactive Mindset: A proactive, action-oriented approach, actively coordinating across teams to solve problems before they impact the client.

Nice-to-Have Qualifications

• Industry Context: Prior experience working in Financial Services, Payments, or Commercial Banking environments.

Why You'll Love This Role

• Impact & Visibility: Directly influence the success of a major strategic initiative and protect critical corporate relationships.
• True Autonomy: Own your portfolio of clients and manage your day-to-day work within a supportive, collaborative environment.
• Growth Potential: This role sits at the intersection of Project Management, Client Success, and Fintech Implementation, providing an incredible launchpad for your career in Financial Services.

About Aquent Talent

Aquent Talent connects the best talent in marketing, creative, and design with the world's biggest brands.

Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. We also offer free online training through Aquent Gymnasium. More information on our awesome benefits!

Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We're about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.