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Account Transfers Associate Jobs (NOW HIRING)

The Planet Group

Operations Associate

Saint Cloud, MN · On-site

Operations Associate * Location: Saint Cloud, MN * Duration: 6-Month Contract * Schedule: Full-Time ... Process daily departmental activities, including asset movement, account transfers, and new account ...

Boutique Recruiting

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

This role will oversee account openings and transfers, support client relationships, maintain CRM ... Client Service Associate Responsibilities: * Provide responsive, high-touch service and ...

CBI Bank & Trust

Trust Operations Associate

Muscatine, IA · On-site

$20 - $23/hr

Coordinates account transfers from outside custodians. * Coordinates the class action distributions ... Full-time and part-time associates are offered a comprehensive benefit package including medical ...

CBI Bank & Trust

Trust Operations Associate

Muscatine, IA · On-site

$20 - $23/hr

Trust Operations Associate Muscatine, IA Description * Responsible for securities processing ... Coordinates account transfers from outside custodians. * Coordinates the class action distributions.

Social Leverage

Position Overview We're looking for a Conversions and Migration Associate to join our Brokerage ... Hands‑on experience with account transfers (ACATS), DTC settlements, and broker‑dealer ...

EverPeak Recruitment

Client Service Associate

Albany, NY · On-site

$55K/hr

Client Services Associate Registered Broker-Dealer / Registered Investment Advisor Department ... Process new account openings, account maintenance, transfers (ACATS), and account closures for both ...

Farther

Client Transitions Associate

Dallas, TX

The Role As a Client Transition Operations Associate, you'll play a vital role in executing Farther ... opening documentation, account transfers (ACATs and non-ACATs), and complex asset movements.

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Account Transfers Associate information

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$29.5K

$56.8K

$78K

How much do account transfers associate jobs pay per year?

As of Sep 11, 2026, the average yearly pay for account transfers associate in the United States is $56,814.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,500.00 and $64,500.00 per year, depending on experience, location, and employer.

What is the difference between Account Transfers Associate vs Customer Service Representative?

AspectAccount Transfers AssociateCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer financial certificationsHigh school diploma; customer service experience
Work EnvironmentBank branches, financial institutions, call centersCall centers, retail stores, corporate offices
Employer & Industry UsageFinancial services, bankingVarious industries including banking, retail, telecom
Common Search & ComparisonYesNo

The Account Transfers Associate primarily handles client requests related to transferring accounts within financial institutions, requiring knowledge of banking procedures. Customer Service Representatives provide broader support across products and services, often in retail or telecom sectors. While both roles involve client interaction, the Account Transfers Associate focuses specifically on account management within banking environments.

What cities are hiring for Account Transfers Associate jobs?

Cities with the most Account Transfers Associate job openings:

What are the most commonly searched types of Account Transfers jobs?

The most popular types of Account Transfers jobs are:

What states have the most Account Transfers Associate jobs?

States with the most job openings for Account Transfers Associate jobs include:

What are popular job titles related to Account Transfers Associate jobs?

For Account Transfers Associate jobs, the most frequently searched job titles are:

Infographic showing various Account Transfers Associate job openings in the United States as of September 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 100% In-person job distribution, with an average salary of $56,814 per year, or $27.3 per hour.

Operations Associate

Saint Cloud, MN • On-site

The Planet Group
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This job post has expired today. Applications are no longer accepted.

Job description

Operations Associate

  • Location: Saint Cloud, MN
  • Duration: 6-Month Contract
  • Schedule: Full-Time


Job Overview

The Planet Group is seeking an Operations Associate to support daily operational and transaction-processing activities. The ideal candidate will have financial services experience, strong attention to detail, and the ability to manage high-volume work accurately while meeting deadlines.


Responsibilities

  • Process daily departmental activities, including asset movement, account transfers, and new account setup and maintenance.
  • Process routine and complex transactions accurately, efficiently, and within required timelines.
  • Identify, interpret, and resolve potential issues proactively.
  • Follow established procedures independently to meet service-level agreements and quality metrics.
  • Learn and support various financial products, software, and systems.
  • Maintain compliance with company policies and regulatory requirements.


Required Qualifications

  • High School Diploma or GED.
  • Bachelor’s Degree.
  • 1+ year of Microsoft Office experience.
  • 1+ year of experience in the financial services industry.
  • 1+ year of experience processing work in a high-volume, deadline-driven environment.


Preferred Skills & Attributes

  • Strong attention to detail and commitment to accuracy.
  • Ability to work independently and exercise sound judgment.
  • Strong problem-solving, organizational, and follow-up skills.
  • Excellent professional communication and interpersonal skills.
  • Ability to adapt to change and thrive in a fast-paced environment.


Interested in this opportunity? Apply today!

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