Your Transition Team − which draws
on the talents of many Waddell & Reed business units − and is led by dedicated
Transition Specialists. Your Specialist is uniquely positioned to foster
cross-department communications with key product and service experts and will be
your single point of contact to coordinate and deliver necessary resources from
within the firm. By providing ongoing support and scheduled communication, your
Specialist will be your partner and your guide.
Your Specialist is the expert, focused solely on delivering timely
and efficient transition every day by:
- Focusing on your business
- Anticipating your needs
- Removing obstacles
- Answering all questions
In addition, your Specialist will help you sort out and prioritize the relevant issues, ensuring that your transition goes as smoothly as possible.
Whether it's transferring client accounts; managing client communications; or familiarizing
yourself with available products, technology and marketing resources; your specialist will coordinate and facilitate with enthusiasm and ease.
At any time, our transition team is available at firstname.lastname@example.org or 1.800.366.4953.