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Asset Transfer Associate Jobs in Long Branch, NJ

Neuberger Berman

Client Associate

New York, NY · On-site

The Client Associate will serve as a primary point of contact for high-net-worth clients ... Process account openings/closings, transfers, and other client requests; oversee transfer of assets ...

Nb

Client Associate

New York, NY · On-site

The Client Associate will serve as a primary point of contact for high-net-worth clients ... Process account openings/closings, transfers, and other client requests; oversee transfer of assets ...

CAI

Asset Management Specialist

New York, NY · On-site

Onsite Who we are CAI is a global services firm with over 9,000 associates worldwide and a yearly ... promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of ...

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All JobsAsset Transfer Associate JobsAsset Transfer Associate Jobs in Long Branch, NJ

Asset Transfer Associate information

See Long Branch, NJ salary details

$13

$20

$48

How much do asset transfer associate jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for asset transfer associate in Long Branch, NJ is $20.69, according to ZipRecruiter salary data. Most workers in this role earn between $15.67 and $20.91 per hour, depending on experience, location, and employer.

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 Long Branch, NJ?

For Asset Transfer Associate jobs in Long Branch, NJ, the most frequently searched job titles are:

What cities near Long Branch, NJ are hiring for Asset Transfer Associate jobs?

Cities near Long Branch, NJ with the most Asset Transfer Associate job openings:

Asset Transfer Associate jobs near you

Private Client Services Associate Attorney (Midlevel) - New York

Direct Counsel

New York, NY • On-site

$365K - $420K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 12 days ago

Job description

Private Client Services Associate Attorney - Midlevel

4–6 Years Experience | Multiple Locations

Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join its nationally recognized Private Client Services Group.

The Role
  • Advise individuals and families on sophisticated estate and tax planning.
  • Handle complex trust and estate administration, including trust modifications and decanting.
  • Advise on business interests, unique assets, transfer tax matters, and family office structures.
  • Assist with tax controversy matters before the IRS.
  • Work directly with clients and experienced attorneys on sophisticated private client matters.
Qualifications
  • 4–6 years of trust and estate planning/administration experience.
  • Strong transactional and estate planning background.
  • Excellent drafting, analytical, and communication skills.
  • Strong academic credentials.
  • LL.M. in Taxation preferred but not required.
Compensation & Benefits
  • $365,000–$420,000 annual salary, depending on experience.
  • Discretionary bonus
  • 401(k)
  • Medical, dental, and vision insurance
  • Paid holidays and leave
  • Family care benefits

Locations: Seattle, WA | Bellevue, WA | Austin, TX | Chicago, IL | New York, NY | San Francisco, CA | Washington, D.C.