How to Reassign Clients
Audience:
Admins
Back Office users
Client Reassignment Overview
Use the Client Reassignment tool in jCore to reassign clients and accounts from one representative to another—typically when a rep leaves or transitions roles.
When to Use
A rep is departing or shifting roles.
Their book of business needs to be divided or reassigned.
Your firm manages rep data directly in jCore.
Do not use this tool if rep changes are made at the custodian and flow into jCore via data feeds.
Update Models
Client Reassignment supports two approaches depending on your firm’s data ownership model:
jCore is source of truth:
Use the reassignment tool to make updates directly in jCore.
In Company Setup, enable the “jCore is master” setting to prevent incoming data feeds from reverting changes.
Custodian is source of truth:
Make rep changes directly in the custodian’s system.
Let the updates flow into jCore automatically via the existing feed.
Do not use the client reassignment tool in this scenario.
Audit and Reporting
All changes made through the Client Reassignment tool are logged. Use Query Builder to extract these records for compliance, tracking, or to notify custodians of rep changes.
How to reassign contacts and accounts
Exporting changes
All changes made through the Client Reassignment tool are logged automatically.
Use Query Builder to extract a list of reassigned contacts and accounts.
You can share the exported data with custodians, if needed.
Best Practices
Confirm whether jCore or the custodian is the source of truth before making changes.
Reassign accounts in logical groups when dividing a rep’s book of business.
Do not reassign accounts already updated by the custodian unless “jCore is master” is enabled.
