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Account Transfer Specialist Jobs (NOW HIRING)

TPG Staffing

Account Transfer Specialist

Kalamazoo, MI · On-site

$55K - $65K/yr

Account Transfer Specialist - Kalamazoo, Michigan Put your eye for detail to the test at a cutting-edge Fintech leader. Our client - a progressive Fintech leader serving a range of clients from ...

TPG Staffing

Account Transfer Specialist

Kalamazoo, MI · On-site

$55K - $65K/yr

Account Transfer Specialist - Kalamazoo, Michigan Put your eye for detail to the test at a cutting-edge Fintech leader. Our client - a progressive Fintech leader serving a range of clients from ...

TPG Staffing

Account Transfer Specialist

Kalamazoo, MI

$55K - $65K/yr

Account Transfer Specialist - Kalamazoo, Michigan Put your eye for detail to the test at a cutting-edge Fintech leader. Our client - a progressive Fintech leader serving a range of clients from ...

tastytrade, Inc.

Banking & Transfer Specialist Location : Chicago, IL - Hybrid (minimum 3 days/week in office ... Process all account transfers (ACATs) in a timely manner, including full and partial transfers from ...

Tastyworks

Banking & Transfer Specialist Location : Chicago, IL - Hybrid (minimum 3 days/week in office ... Process all account transfers (ACATs) in a timely manner, including full and partial transfers from ...

tastytrade

Banking & Transfer Specialist

Chicago, IL · On-site

Banking & Transfer Specialist Location : Chicago, IL - Hybrid (minimum 3 days/week in office ... Process all account transfers (ACATs) in a timely manner, including full and partial transfers from ...

Tastyworks

Banking & Transfer Specialist

Chicago, IL · On-site

Banking & Transfer Specialist Location : Chicago, IL - Hybrid (minimum 3 days/week in office ... Process all account transfers (ACATs) in a timely manner, including full and partial transfers from ...

tastylive

Banking & Transfer Specialist

Chicago, IL · On-site

Banking & Transfer Specialist Location : Chicago, IL - Hybrid (minimum 3 days/week in office ... Process all account transfers (ACATs) in a timely manner, including full and partial transfers from ...

tastylive

Banking & Transfer Specialist

Chicago, IL · Hybrid

Banking & Transfer Specialist Location : Chicago, IL - Hybrid (minimum 3 days/week in office ... Process all account transfers (ACATs) in a timely manner, including full and partial transfers from ...

tastytrade

Banking & Transfer Specialist

Chicago, IL · Hybrid

Banking & Transfer Specialist Location : Chicago, IL - Hybrid (minimum 3 days/week in office ... Process all account transfers (ACATs) in a timely manner, including full and partial transfers from ...

Argent Financial Group

$38K - $50K/yr

Trust Operations Specialist - Account Transfer Desk (Birmingham)Department Summary: The Trust Operations Specialist - Transfer Desk is a dynamic, team-based role within Argent's Operations Department.

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Account Transfer Specialist information

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How much do account transfer specialist jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for account transfer specialist in the United States is $17.80, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 per hour, depending on experience, location, and employer.

What is an account transfer specialist?

Account Transfer Specialists are professionals who manage the process of transferring accounts and assets between financial institutions or within an organization. They ensure that all necessary documentation is completed, verify the accuracy of transfer requests, and coordinate with other departments or external parties to facilitate smooth and timely transfers. Their work is crucial in financial services, banking, and investment firms, helping clients move their accounts efficiently while minimizing errors and delays.

What are the key skills and qualifications needed to thrive as an account transfer specialist?

To thrive as an Account Transfer Specialist, you need a solid understanding of financial services operations, attention to detail, and preferably experience with account reconciliation or transfer processes. Familiarity with industry-specific platforms like ACATS (Automated Customer Account Transfer Service) and proficiency in using financial software or CRM systems are typically required. Strong organizational skills, problem-solving abilities, and effective communication help in managing client expectations and resolving transfer issues efficiently. These skills and qualities ensure accurate, timely account transfers and contribute to client satisfaction and compliance in a highly regulated environment.

What are some common challenges account transfer specialists face when handling complex transfer requests?

Account Transfer Specialists often encounter challenges such as reconciling discrepancies between institutions, ensuring compliance with regulatory requirements, and managing tight deadlines for transfers. They must communicate clearly with clients and other financial professionals to resolve issues efficiently. Staying organized and detail-oriented is essential, as even minor errors can cause significant delays or client dissatisfaction. Collaborating closely with compliance, operations, and client service teams helps to streamline the transfer process and provide clients with a smooth experience.

What is the difference between Account Transfer Specialist vs Customer Service Representative?

AspectAccount Transfer SpecialistCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer banking or finance certificationsHigh school diploma or equivalent; customer service experience preferred
Work EnvironmentFinancial institutions, banks, or credit unionsVarious industries including retail, telecom, and banking
Employer & Industry UsagePrimarily in banking/finance for account managementAcross multiple sectors for customer support
Common Search & Comparison IntentUnderstanding specific account transfer dutiesGeneral customer service roles and responsibilities

The main difference is that an Account Transfer Specialist focuses specifically on transferring client accounts within financial institutions, requiring knowledge of banking procedures. In contrast, a Customer Service Representative handles a broader range of customer inquiries across various industries. While both roles involve client interaction, the Account Transfer Specialist's role is more specialized in account management and transfer processes.

How much do account transfer specialists make?

Account transfer specialists typically earn a median annual salary of around $45,000 to $60,000, depending on experience, location, and the industry they work in. Entry-level positions may start lower, while experienced specialists with certifications can earn higher wages. Compensation often includes benefits such as health insurance and paid time off.

What cities are hiring for Account Transfer Specialist jobs?

Cities with the most Account Transfer Specialist job openings:

What are popular job titles related to Account Transfer Specialist jobs?

For Account Transfer Specialist jobs, the most frequently searched job titles are:

Account Transfer Specialist jobs near you

Account Transfer Specialist

Kalamazoo, MI • On-site

TPG Staffing
Recruiting and Staffing Services • 10K+ employees
Learn more about TPG Staffingexternal

$55K - $65K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 2 days ago

Job description

Account Transfer Specialist – Kalamazoo, Michigan

Put your eye for detail to the test at a cutting-edge Fintech leader.

Our client – a progressive Fintech leader serving a range of clients from single and multifamily offices to registered investment advisers, and private trust companies – is currently seeking an Account Transfer Specialist. The Account Transfer Specialist will process incoming and outgoing client requests to bring in new accounts and send out existing accounts.

Responsibilities:

  • Conducting cost basis research.
  • Communicating with Brokerage and Trust departments regarding incoming and outgoing transfer requests.
  • Accurately entering data into the corporate system.
  • Asset setup and allocation.
  • Maintaining consistent Quality Control.
  • Working with Account Custodians.

Skills & Knowledge:

  • Bachelor's degree in Finance or related field.
  • 5+ years working in the Fintech industry.
  • Proficiency in Microsoft Excel.
  • Highly organized.
  • Detail-oriented.
  • Ability to reassess priorities in a multitasking environment.

Location: Kalamazoo, Michigan

Salary: $55,000-$65,000

Benefits:

Our client offers a comprehensive benefits package designed to support your health, well-being, and future. This includes medical, dental, and vision coverage, life and disability insurance, flexible spending accounts, a 401(k) retirement plan, and access to additional voluntary benefits. Employees also enjoy a perk program that provides special discounts.

The above requirements and qualifications are meant to describe the general nature of the position and do not represent all duties to be performed by the selected candidate. Please note that only candidates who are under consideration for the position will be contacted. The Company is an equal opportunity employer. All employment is decided on the basis of qualifications, merit, and business needs without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.