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Asset Transfer Associate Jobs in Rex, GA (NOW HIRING)

Client Service Associate

Atlanta, GA ยท Hybrid

$60K - $65K/yr

The Client Service Associate role is an exciting opportunity to work with a team that takes a ... asset transfers, money movement, required documentation, and proactive follow-through on client ...

Track title and tag status for new assets, transfers, and disposals to ensure timely processing ... Bachelor's degree preferred in business administration, accounting, or a related field (Associate ...

Content Associate (Oncology)

Atlanta, GA ยท On-site

$35K - $40K/yr

Facilitate scheduling, logistics, and document transfers among faculty, clients, and internal teams ... Support collection of all project-related assets (e.g., slides, CVs, disclosures) in accordance ...

Content Associate (Oncology)

Atlanta, GA ยท On-site

$35K - $40K/yr

Facilitate scheduling, logistics, and document transfers among faculty, clients, and internal teams ... Support collection of all project-related assets (e.g., slides, CVs, disclosures) in accordance ...

Warehouse Associate

Morrow, GA ยท On-site

$15.25 - $18/hr

Protects Company assets by following company policies and direction for customer pick-up procedures ... transfer, demotion, layoff, separation, recruitment, pay and other forms of compensation, access to ...

Warehouse Associate

Marietta, GA ยท On-site

$15 - $18/hr

Protects Company assets by following company policies and direction for customer pick-up procedures ... transfer, demotion, layoff, separation, recruitment, pay and other forms of compensation, access to ...

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Asset Transfer Associate information

See Rex, GA salary details

$12

$19

$45

How much do asset transfer associate jobs pay per hour?

As of Jul 16, 2026, the average hourly pay for asset transfer associate in Rex, GA is $19.38, according to ZipRecruiter salary data. Most workers in this role earn between $14.66 and $19.57 per hour, depending on experience, location, and employer.

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 are Asset Transfer Associates?

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 cities near Rex, GA are hiring for Asset Transfer Associate jobs? Cities near Rex, GA with the most Asset Transfer Associate job openings:
Client Service Associate

Client Service Associate

Focus Financial Partners

Atlanta, GA โ€ข Hybrid

$60K - $65K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 21 days ago


Job description

Position Summary

Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client's goals and long-term priorities.

In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You'll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

  • Deliver accurate, timely service to advisors and clients with a "one-contact resolution" mindset, taking full ownership of issues through final resolution.
  • Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.
  • Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.
  • Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.
  • Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.
  • Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.

Qualifications:

  • Bachelor's Degree with 1+ years relevant experience (including internships).
  • Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.ย 
  • Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.
  • Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.
  • Strong interest in financial planning and investments, with a desire to grow and develop in the role.

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$65,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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