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What is a Live Transfer Agent job?

A Live Transfer Agent is responsible for contacting potential customers, verifying their interest in a product or service, and then transferring them to a sales representative or closer. Their primary role is to screen and qualify leads, ensuring that only interested and eligible customers are passed along. This helps streamline the sales process by connecting qualified prospects with the right teams efficiently. Live Transfer Agents typically work in call centers or remotely, using scripts and communication skills to engage with customers effectively.

What are the key skills and qualifications needed to thrive in the Live Transfer Agent position, and why are they important?

To thrive as a Live Transfer Agent, you need strong verbal communication skills, attention to detail, and experience in customer service or call center environments. Familiarity with CRM systems, predictive dialer software, and telephony tools is often required for efficient lead management. Exceptional listening skills, patience, and the ability to build rapport quickly help you stand out in this position. These skills are important because the role centers on accurately qualifying callers and seamlessly connecting them to the appropriate sales or service representatives, directly impacting customer satisfaction and organizational goals.

What does a typical day look like for a Live Transfer Agent?

As a Live Transfer Agent, your day typically involves managing a high volume of inbound or outbound calls, quickly assessing customer needs, and qualifying leads before transferring them to the correct sales or service professionals. You’ll collaborate closely with team members and supervisors to optimize call flow and ensure a seamless customer experience. The work environment is fast-paced and team-oriented, often with performance targets tied to transfer accuracy and efficiency. This role requires adaptability and a focus on continuous improvement, as every call is unique and contributes to business goals.
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Live Transfer Agent jobs near you
Infographic showing various Live Transfer Agent job openings in the United States as of May 2026, with employment types broken down into 1% Locum Tenens, 82% Full Time, 6% Part Time, and 11% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution.

Director, AM Treasurers Office - Transfer Agent Oversight

Fidelity Investments

Boston, MA • On-site

$110K - $222K/yr

Full-time

Medical, Retirement, PTO

Posted yesterday

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

Job Description:

The Role

As a Director of Transfer Agent Oversight in Asset Management's Treasurers Office, you will be responsible for supporting the oversight program related to the Fidelity Funds Transfer Agent functions. This role will interact directly with Fidelity's Transfer Agents (internal and external) to evaluate their operations and system capabilities to ensure compliance with Fund policies, and will monitor, develop, and implement processes for monitoring operational and regulatory compliance. As a specialist on Fidelity's Fund policies, you will work with senior levels of management to either modify current Fund policies or set new policies and will make recommendations on complex, technical operational issues. You will engage with various groups within Fidelity on new products and product changes to ensure appropriate policies, controls and disclosures are in place. Finally, the Director may participate in other departmental initiatives as determined by the Vice President Transfer Agent Oversight.

The Expertise and Skills You Bring:

  • A minimum of 9 years industry or equivalent experience
  • 4 plus years mutual fund operations or transfer agent related experience
  • A Bachelor's degree or equivalent
  • Knowledge of Transfer Agent risk and/or compliance a plus
  • Knowledge of Proxy, Alternatives Administration/Oversight and Digital Asset Ops is a plus
  • Ability to influence business partners and build strong relationships with Senior Leaders
  • Excellent verbal, written and formal presentations communication skills
  • Possess strong research and analytical skills
  • Ability to apply sound judgment to spot issues, assess risks, and identify items requiring escalation
  • Possess excellent organizational skills
  • Ability to make and effectively communicate decisions
  • Unwavering dedication to accuracy, quality, and completion of tasks

The Team

The Asset Management Treasurers Office provides fiduciary oversight of Fidelity's funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds' Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity's existing products, we also actively support Asset Management's efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.

The base salary range for this position is $110,000-$222,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:Category:Investment Operations

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