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Account Transfers Associate Jobs (NOW HIRING)

RIA Recruiting

Client Service Operations Associate

$80K - $100K/yr

Client Service Operations Associate Pathwise Wealth Partners is a wealth management firm located in ... Process account opening applications, transfer paperwork, money movements and/or other various ...

Stifel

Wire Transfer Associate

Saint Louis, MO · On-site

This role involves minimal customer service, account reconciliation, fraud monitoring, and close ... Accurately process all wire transfers (incoming/outgoing, domestic/international) within department ...

Bartlett & Co.

Client Relationship Associate

Cincinnati, OH · On-site

$38K - $48K/yr

... account transfers and documents. * Manage client information within the CRM. Maintaining clients' profiles, information, and activities. * Establish and nurture strong relationships with clients.

Stifel

Wire Transfer Associate

Saint Louis, MO · On-site

This role involves minimal customer service, account reconciliation, fraud monitoring, and close ... What We're Looking For * Accurately process all wire transfers (incoming/outgoing, domestic ...

Stifel

Wire Transfer Associate

Saint Louis, MO · On-site

This role involves minimal customer service, account reconciliation, fraud monitoring, and close ... What We're Looking For * Accurately process all wire transfers (incoming/outgoing, domestic ...

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Account Transfers Associate information

See salary details

$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.

Client Service Associate

Chicago, IL

Geneva Search Partners, LLC
See more jobs at Geneva Search Partners, LLCexternal

$80K - $110K/yr

Full-time

Retirement, PTO

Re-posted 2 hours ago

Key responsibilities

  • Serve as a primary point of contact for client service requests and inquiries.

  • Assist with new account openings, account transfers, account maintenance, and required paperwork.

  • Maintain accurate client records, process client requests, and support client onboarding and account implementation.

Job description

We are seeking a motivated and detail-oriented Client Service Associate (CSA) to support an advisor for a growing RIA and serve as a key point of contact for clients. The ideal candidate is proactive, organized, and committed to delivering an outstanding client experience. This role is responsible for client account administration, operational support, and helping ensure the smooth day-to-day operation of the firm.


Key Responsibilities

  • Serve as a primary point of contact for client service requests and inquiries.
  • Maintain strong client relationships through timely, professional communication.
  • Assist with new account openings, account transfers, account maintenance, and required paperwork.
  • Process client requests, including distributions, contributions, beneficiary updates, and address changes.
  • Coordinate client meeting scheduling and prepare meeting materials.
  • Maintain accurate client records and documentation in CRM and custodial platforms.
  • Track and follow up on pending client service items to ensure timely completion.
  • Assist with client onboarding and account implementation processes.
  • Support compliance-related documentation and administrative requirements.
  • Work closely with the advisor to improve operational efficiency and client service processes.
  • Handle general office administration and special projects as needed.
  • Experience with alternative investment subscription documents.

Qualifications Required

  • Bachelor's degree from an accredited college or university.
  • Minimum of 2 years of Client Service Associate, Financial Services Assistant, or related experience within a financial advisory, wealth management, brokerage, or banking environment.
  • Strong organizational skills and attention to detail.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple priorities and work independently in a small office environment.
  • Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel.
  • Commitment to maintaining confidentiality and professionalism.

Preferred

  • Experience working with Charles Schwab Advisor Services platforms and systems.
  • CFP® certification (or progress toward obtaining the designation).
  • FINRA Series 7, 63, 65, or 66 licenses a plus.
  • Experience with financial planning software and CRM systems.
  • Knowledge of investment accounts, retirement plans, and wealth management operations.

Key Competencies

  • Client-focused mindset
  • Strong follow-through and accountability
  • Problem-solving ability
  • Professionalism and discretion
  • Attention to detail and accuracy
  • Ability to work independently in a small-team environment
  • Positive attitude and willingness to learn

Compensation & Benefits

  • Competitive salary based on experience and qualifications
  • Performance-based bonus opportunity
  • Paid time off and holidays
  • Retirement plan benefits with a match and vested day 1
  • Professional development and continuing education support for licensing
  • 90% paid medical BCBS

Take the leap with Geneva Search Partners and create meaningful career connections. If you're ready to advance your career and make a lasting impact, apply today on our website. Your journey starts here at Geneva Search Partners, LLC.