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Remote Account Transfers Jobs (NOW HIRING)

Facet

Member Experience Specialist

$60K - $75K/yr

... account transfers. You won't just be answering questions; you'll be building trust, providing ... A self-starter who takes ownership of their member queue and thrives in a fast-paced, remote ...

Infor

Account Manager, Senior

US-Remote Description The Senior Account Manager is responsible for promoting and selling Infor ... transfer or visa sponsorship now or in the future. * Ability to travel up to 50%. Preferred ...

Infor

Account Manager, Senior

US-Remote Description The Senior Account Manager is responsible for promoting and selling Infor ... without requiring a visa transfer or visa sponsorship now or in the future. Preferred ...

Qureos Inc

Accounts Payable Specialist (Remote)

Phoenix, AZ · Remote

$21 - $27/hr

Preparing and processing electronic payments, ACH transfers, checks, and wire transactions ... Communicating with vendors regarding payment status, account inquiries, and documentation requests.

Miller Cooper

Account Manager

Winter Park, FL · Remote

This is a remote position preferably a candidate on the east coast of the U.S. About National ... Partner with Onboarding to ensure continuity, knowledge transfer, and timeline protection.

Ellevest, Inc.

Client Services Manager

$85K - $100K/yr

... account transfers and rollovers from outside institutions. * Serve as a critical liaison between ... Working at Ellevest Ellevest was founded in New York City, but today, our fully remote team is ...

Infor

Account Manager, Senior (Healthcare)

US-Remote Description The Account Manager, Senior is responsible for promoting and selling Infor ... transfer or visa sponsorship now or in the future. * Ability to travel up to 50%. Preferred ...

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Account Executive (Remote)

San Francisco, CA · Remote

$85K - $110K/yr

The product utilizes proprietary medical reimbursement systems, risk transfer solutions and ... Your primary goal will be to retain a book of employer accounts. Ideally the candidate would be a ...

Infor

Account Director-Aerospace & Defense

US-Remote Description The Field Sales Representative - A&D and Auto will be responsible for value ... visa transfer or visa sponsorship. Preferred Qualifications: * Experience selling ERP and/or ...

Thrive Financial, LLC

Strategic Account Executive

$110K - $125K/yr

Remote (United States) Travel: 60-75% strategic regional travel Company Overview Thrive Financial ... Active, transferable relationships and a strong book of business with regional or national home ...

Fusion92

Marketing Client Consultant

Alpharetta, GA · On-site +1

... Account Transfers and Card Service Travel required: Less than 25% Location: Client facing role. It's a remote position, but should be near key office locations due to occasional in-person meetings.

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Remote Account Transfers information

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How much do remote account transfers jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for remote account transfers in the United States is $25.70, according to ZipRecruiter salary data. Most workers in this role earn between $21.63 and $27.64 per hour, depending on experience, location, and employer.

What is the difference between Remote Account Transfers vs Remote Bank Tellers?

AspectRemote Account TransfersRemote Bank Tellers
Primary RoleFacilitating the transfer of accounts and funds remotely between clients and institutionsAssisting customers with in-branch banking transactions remotely, such as deposits and withdrawals
CredentialsTypically requires banking or financial certifications, knowledge of transfer systemsCustomer service skills, banking knowledge, sometimes basic certifications
Work EnvironmentRemote, often from home or call centersRemote, from home or virtual branches
Industry UsageFinancial services, bankingBanking, retail banking

Remote Account Transfers focus on managing and executing account and fund transfers remotely, often involving specialized financial knowledge. Remote Bank Tellers handle customer transactions and inquiries remotely, emphasizing customer service skills. While both roles operate remotely within the banking industry, their core responsibilities differ significantly.

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Remote Account Transfers jobs near you
Infographic showing various Remote Account Transfers job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 9% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $53,458 per year, or $25.7 per hour.

Member Experience Specialist

Facet

Remote

$60K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description

At Facet, we are revolutionizing financial planning by putting our members at the heart of everything we do. We are seeking a Member Experience Specialist who thrives on direct interaction-someone who can turn a complex financial process into a seamless, supportive conversation.
In this role, you are the primary voice and face of Facet. You will spend your day engaging deeply with members via phone, email, and Zoom, acting as a dedicated guide through the technical hurdles of investment rollovers and account transfers. You won't just be answering questions; you'll be building trust, providing "white-glove" technical walkthroughs, and ensuring every member feels confident and supported as they act on their financial plan.
Your Day-To-Day Responsibilities:
  • High-Touch Member Support: Serve as the frontline expert for members, providing high-energy, professional, and empathetic support across phone, email, and live video (Zoom).
  • Virtual Guided Onboarding: Lead members through screen-share sessions to troubleshoot app issues and facilitate complex investment transfers (ACATs/Rollovers) in real-time.
  • Active Pipeline Management: Maintain a rigorous follow-up cadence, proactively calling and emailing members with status updates on their money movements to ensure they are never left wondering.
  • Communication Excellence: Manage a high volume of member inquiries with a focus on responsiveness, clarity, and "closing the loop" on every ticket.
  • Calendar & Meeting Mastery: Strategically manage your schedule to maximize availability for member calls, ensuring a frictionless booking experience for those who need your help.
  • Feedback Loop: Act as the "Voice of the Member" by documenting common pain points discovered during live interactions and collaborating with Product teams to solve them.
  • Service Recovery: Proactively reach out via phone to members who have reported less-than-ideal experiences (low CSAT/NPS) to listen, learn, and resolve their concerns.

Requirements
  • Communication Pro: 2-3 years of experience in a high-volume, client-facing support role within financial services (Phone/Zoom/Email).
  • Industry: 2+ years of experience working in a Registered Investment Advisor, Broker/Dealer, or Wirehouse
  • Relationship Builder: A natural ability to build rapport quickly over the phone and put members at ease during complex technical processes.
  • Tech-Savvy Facilitator: Comfortable using screen-sharing tools and help desk software (Salesforce Service Cloud) to diagnose issues and guide members through digital workflows.
  • Empathetic Problem Solver: Patient, resilient, and driven by a "member-first" mindset.
  • Clarity in Action: Exceptional verbal and written English skills, with the ability to explain complex brokerage terminology in simple, actionable terms.
  • Accountability: A self-starter who takes ownership of their member queue and thrives in a fast-paced, remote startup environment.

Preferred Skills & Experience:
  • Transfer Expertise: Specific experience facilitating investment rollovers, ACH, and ACAT transfers.
  • Help Desk Veteran: Mastery of messaging inboxes, ticketing platforms, and multi-channel support workflows.
  • Virtual Presence: Experience conducting professional "face-to-face" support via Zoom or other video conferencing tools.
  • Organizational Mastery: Exceptional time management skills with the ability to balance live calls with administrative follow-ups.

Benefits
  • $60,000-$75,000 base salary + bonus
  • Equity
  • Flexible PTO
  • All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
  • Certification reimbursement program
  • Work from anywhere in the US

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