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Asset Transfer Associate Jobs in Utah (NOW HIRING)

Burlington Stores

Operations Service Manager

Orem, UT · On-site

You will serve as a role model for store associates, demonstrating and reinforcing the company ... Lead the overall receiving process which includes transfers, debits, damages, and chargebacks and ...

Burlington

Operations Service Manager

Orem, UT

$20 - $26.65/hr

You will serve as a role model for store associates, demonstrating and reinforcing the company ... Lead the overall receiving process which includes transfers, debits, damages, and chargebacks and ...

Backroads

LD Content Coordinator

Salt Lake City, UT

... assets. * Support migration of legacy training materials into new systems, including content transfer, formatting, and quality assurance. Field Resource & Content Management * Manage the Field ...

Backroads

LD Content Coordinator

Salt Lake City, UT · On-site

... assets. * Support migration of legacy training materials into new systems, including content transfer, formatting, and quality assurance. Field Resource & Content Management * Manage the Field ...

Dollar Tree

Assistant Manager I

Spanish Fork, UT · On-site

Help organize, and transfer merchandise from delivery truck to stockroom to sales floor as needed ... Protect and secure all company assets, including store cash * Adhere to policies and procedures ...

Dollar Tree

Assistant Manager I

Sandy, UT · On-site

Help organize, and transfer merchandise from delivery truck to stockroom to sales floor as needed ... Protect and secure all company assets, including store cash * Adhere to policies and procedures ...

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Asset Transfer Associate information

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 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 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 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 Utah?

For Asset Transfer Associate jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Asset Transfer Associate jobs in Utah look for?

The top searched job categories for Asset Transfer Associate jobs in Utah are:

What cities in Utah are hiring for Asset Transfer Associate jobs?

Cities in Utah with the most Asset Transfer Associate job openings:

Asset Transfer Associate jobs near you
Infographic showing various Asset Transfer Associate job openings in Utah as of August 2026, with employment types broken down into 72% Full Time, 23% Part Time, and 5% Contract. Highlights an 97% In-person, and 3% Hybrid job distribution.

Customer Service / Beneficiary Service in Sandy, UT 84070

Amicis Global

Sandy, UT • On-site

$22/hr

Contractor

Re-posted 17 days ago

Job description

Title: Customer Service / Beneficiary Service
Location: Sandy, UT 84070
Duration: 12 Months
Pay Rate: $22.00/- on W2
Kindly share your most updated resume.

Summary:

Beneficiary Services is a specialized team within E*TRADE from Brokerage designed to assist with the processing of client accounts during the Inheritance process. The Beneficiary Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for E*TRADE from Brokerage Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment.

Roles & Responsibilities:

Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills.
Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
Process & follow up client service requests to ensure completion in a timely manner.
Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up.
Provide world class customer service to both internal and external clients in all interactions
Research and resolve problems with both internal and external clients accurately and in a timely manner
Leverage Brokerage systems and ensure all case interactions are appropriately entered and documented
Actively manage, monitor, and document daily case load by utilizing various technology resources
Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
Keep current on SEC/Client, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
Other ad hoc duties as assigned Additional requirements may include: Series 7 and 66 required (or 63 & 65)
EDUCATION and or EXPERIENCE:
College degree preferred? 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes.
Knowledge/Skills: Basic clerical and administrative skills
Effective written and verbal communication skills
Excellent interpersonal and client service skills
Organizational skills, attention to detail and excellent follow up skills
Ability to research and resolve problems and service inquiries and escalate when appropriate
Ability to efficiently handle a high volume of requests in a fast paced environment
Strong computer skills including Microsoft Suite
Basic knowledge of E*TRADE from Brokerage systems and procedures
Be self-motivated and able to work in a strong team and high activity environment.

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