ZipRecruiter

Log In

1

Asset Transfer Associate Jobs in Idaho (NOW HIRING)

Vodia Ventures

Client Service Associate

Sun Valley, ID · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Manage cash balances and daily asset transfers in accounts * Plan and manage new account onboarding ...

Vodia Ventures

Client Service Associate

Boise, ID · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Manage cash balances and daily asset transfers in accounts * Plan and manage new account onboarding ...

United Site Services

Supervisor Field Ops

Boise, ID · On-site

Work with Operations Supervisors at other yards to coordinate asset transfers, when necessary ... Qualifications: * Minimum 2 Year/Associates Degree or equivalent combination of education and ...

United Site Services

Supervisor Field Ops

Boise, ID · On-site

Work with Operations Supervisors at other yards to coordinate asset transfers, when necessary ... Qualifications * Minimum 2 Year/Associates Degree or equivalent combination of education and ...

United Site Services

Supervisor Field Ops

Boise, ID · On-site

Work with Operations Supervisors at other yards to coordinate asset transfers, when necessary ... Qualifications * Minimum 2 Year/Associates Degree or equivalent combination of education and ...

United Site Services

Supervisor Field Ops

Boise, ID · On-site

Work with Operations Supervisors at other yards to coordinate asset transfers, when necessary ... Qualifications: * Minimum 2 Year/Associates Degree or equivalent combination of education and ...

United Site Services

Supervisor Field Ops

Boise, ID · On-site

Work with Operations Supervisors at other yards to coordinate asset transfers, when necessary ... Qualifications: * Minimum 2 Year/Associates Degree or equivalent combination of education and ...

United Site Services

Supervisor Field Ops

Nampa, ID · On-site

Work with Operations Supervisors at other yards to coordinate asset transfers, when necessary ... Qualifications: * Minimum 2 Year/Associates Degree or equivalent combination of education and ...

United Site Services

Supervisor Field Ops

Kuna, ID · On-site

Work with Operations Supervisors at other yards to coordinate asset transfers, when necessary ... Qualifications: * Minimum 2 Year/Associates Degree or equivalent combination of education and ...

United Site Services

Supervisor Field Ops

Boise, ID · On-site

Work with Operations Supervisors at other yards to coordinate asset transfers, when necessary ... Qualifications: * Minimum 2 Year/Associates Degree or equivalent combination of education and ...

United Site Services

Supervisor Field Ops

Boise, ID · On-site

Work with Operations Supervisors at other yards to coordinate asset transfers, when necessary ... Qualifications: * Minimum 2 Year/Associates Degree or equivalent combination of education and ...

next page

Showing results 1-20

All JobsAsset Transfer Associate JobsAsset Transfer Associate Jobs in Idaho

Asset Transfer Associate information

What are the key skills and qualifications needed to thrive as an asset transfer associate, and why are they important?

To thrive as an Asset Transfer Associate, you need strong analytical skills, attention to detail, and a solid understanding of financial operations, often supported by a degree in finance or related fields. Familiarity with transfer agency systems, custodial platforms, and industry-standard software like Excel is highly beneficial, and certifications such as FINRA Series 6 or 63 may be required. Excellent organizational skills, clear communication, and the ability to manage multiple priorities efficiently help you stand out in this role. These skills ensure accurate, timely, and compliant processing of asset transfers, which is critical for client satisfaction and regulatory adherence.

What are the typical daily responsibilities of an asset transfer associate, and how do they collaborate with other teams?

An Asset Transfer Associate is primarily responsible for managing the movement of client assets, such as securities and funds, between accounts or institutions. Daily tasks include processing transfer requests, verifying documentation, resolving discrepancies, and ensuring compliance with regulatory requirements. Asset Transfer Associates often collaborate closely with client service teams, operations, and compliance departments to ensure smooth and accurate transfers. Strong attention to detail and effective communication skills are essential for successfully navigating the fast-paced environment and meeting client expectations.

What is an asset transfer associate?

Asset Transfer Associates are professionals responsible for facilitating the transfer of financial assets, such as securities, funds, or property, between accounts or parties. They ensure all documentation is accurate and compliant with regulations, coordinate with clients and financial institutions, and troubleshoot any issues that arise during the transfer process. Their role is essential for maintaining the integrity and efficiency of transactions within banks, investment firms, or asset management companies.

What is the difference between Asset Transfer Associate vs Asset Management Coordinator?

AspectAsset Transfer AssociateAsset Management Coordinator
Required CredentialsTypically a bachelor's degree in finance, business, or related fieldSimilar educational background, often with additional certifications like CMA or CFA
Work EnvironmentFinancial institutions, asset transfer departments, corporate financeAsset management firms, investment companies, financial services
Employer & Industry UsageUsed in banking, corporate finance, and asset transfer rolesCommon in asset management and investment firms
Search & Comparison IntentPeople comparing roles related to asset transfer and handlingIndividuals exploring asset management or coordination roles

The Asset Transfer Associate primarily focuses on executing asset transfers, ensuring compliance, and managing transfer documentation. The Asset Management Coordinator handles broader asset oversight, client communication, and portfolio support. While both roles require financial knowledge and similar credentials, the Associate is more transaction-focused, whereas the Coordinator emphasizes asset oversight and client interaction.

What are popular job titles related to Asset Transfer Associate jobs in Idaho? For Asset Transfer Associate jobs in Idaho, the most frequently searched job titles are:
What job categories do people searching Asset Transfer Associate jobs in Idaho look for? The top searched job categories for Asset Transfer Associate jobs in Idaho are:
What cities in Idaho are hiring for Asset Transfer Associate jobs? Cities in Idaho with the most Asset Transfer Associate job openings:
Asset Transfer Associate jobs near you

Client Service Associate

Vodia Ventures

Sun Valley, ID • On-site

$70K - $90K/yr

Other

Re-posted 13 days ago

Job description

Client Service Associate

Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.

Job Description

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.

Responsibilities
  • Work closely with financial advisors to support their clients
  • Manage cash balances and daily asset transfers in accounts
  • Plan and manage new account onboarding process including SMA and alternative investments
  • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
  • Develop a strong relationship with custodians to provide extraordinary client service
  • Serve as a key liaison to other operational areas supporting the Business, especially marketing.
  • Ensuring that all KYC standards are met and materials are organized in a consistent manner.
  • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
  • Leverage your operational background and experience to contribute to a growing business
  • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
  • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
  • Team-oriented, respectful, high integrity, humility
  • Self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
  • BA/BS degree required
  • 2-3 years of relevant experience
  • Strong interest in client service management
  • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
  • Ability to navigate online custodian platforms, such as Schwab and Fidelity
  • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
  • Familiar with industry standards and regulations to suggest new processes and controls, where needed
  • Series certifications not required, but a plus
  • Addepar experience, a plus
  • Highly proficient with Microsoft Office

Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

Apply