ZipRecruiter

Log In

1

Transfer Acat Jobs (NOW HIRING)

Performance Food Group

ACAT Driver Trainer

Elizabeth, NJ · On-site

$27.64 - $39.52/hr

Delivers hands-on training that allows for maximum transfer of knowledge while ensuring customer needs, service times, labor and transportation costs are met and within guidelines. * Provides ongoing ...

Clear Street

Senior Associate, Settlements

Tampa, FL · On-site

$80K - $110K/yr

Perform DTC equity settlement functions, including ACAT and non-ACAT customer transfers, pair-offs, SPO charges, RAD management, and fail reporting * Manage fails and buy-ins, including issuance of ...

Clear Street

Senior Associate, Settlements

Tampa, FL · On-site

$80K - $110K/yr

Perform DTC equity settlement functions, including ACAT and non-ACAT customer transfers, pair-offs, SPO charges, RAD management, and fail reporting * Manage fails and buy-ins, including issuance of ...

Recruithook

Be Seen First

Client Service Associate

Houston, TX · On-site

$85K - $105K/yr

Open accounts and assist with ACAT transfers * Facilitate wires, ACH, distributions, and RMDs * Process trade instructions under advisor direction * Maintain accurate client records and custodial ...

New

Recruithook

Be Seen First

Client Service Associate

Houston, TX · On-site

$85K - $105K/yr

Open accounts and assist with ACAT transfers * Facilitate wires, ACH, distributions, and RMDs * Process trade instructions under advisor direction * Maintain accurate client records and custodial ...

New

next page

Showing results 1-20

People also search for

All JobsTransfer Acat Jobs

Transfer Acat information

See salary details

$12

$16

$27

How much do transfer acat jobs pay per hour?

As of Jun 7, 2026, the average hourly pay for transfer acat in the United States is $16.86, according to ZipRecruiter salary data. Most workers in this role earn between $13.70 and $18.75 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Transfer Agent, and why are they important?

To thrive as a Transfer Agent, you need strong attention to detail, knowledge of securities regulations, and experience in financial services, often supported by a bachelor's degree in finance or a related field. Familiarity with transfer agency software, recordkeeping systems, and compliance tools like SEC regulations is typically required. Excellent organizational skills, problem-solving abilities, and effective communication help Transfer Agents manage complex transactions and client inquiries. These competencies ensure accurate securities processing, regulatory compliance, and high-quality client service in the financial industry.

What are common challenges faced by Transfer ACAT specialists during the account transfer process, and how can they be addressed?

Transfer ACAT specialists often encounter challenges such as delays due to incomplete documentation, discrepancies in account details, or issues with asset eligibility. Addressing these challenges involves thorough attention to detail, proactive communication with both clients and counterparties, and staying updated on industry regulations. Specialists typically collaborate closely with compliance teams and client service representatives to resolve issues quickly and ensure a smooth transfer process. Developing strong organizational skills and maintaining clear documentation are key to minimizing errors and expediting transfers.

What is the difference between Transfer Acat vs Transfer Agent?

AspectTransfer AcatTransfer Agent
CredentialsTypically requires licensing or certification depending on jurisdictionRequires licensing, often registered with regulatory bodies
Work EnvironmentWorks in financial institutions, brokerage firms, or transfer agenciesWorks for financial institutions, transfer agencies, or custodians
Industry UsageCommonly used in securities and financial asset transfersUsed in securities, mutual funds, and stock transfer services

The main difference between a Transfer Acat and a Transfer Agent lies in their specific roles within the securities transfer process. Transfer Acats are specialized entities or systems that facilitate the electronic transfer of securities, often requiring specific certifications. Transfer Agents, on the other hand, are responsible for maintaining records of securities ownership, issuing certificates, and processing transfers. Both roles are essential in the securities industry but serve different functions within the transfer process.

Why is Gen Z struggling to find jobs?

Transfer Acat roles, like many entry-level jobs, often require specific skills such as communication and problem-solving, which can be challenging for some Gen Z candidates due to limited work experience or training opportunities. Additionally, competition is high, and employers may prioritize candidates with prior relevant experience or certifications, making it harder for younger job seekers to secure positions.

What are Transfer ACAT jobs?

Transfer ACAT jobs refer to roles focused on processing Automated Customer Account Transfer (ACAT) requests within financial institutions. These professionals handle the transfer of securities and cash assets between brokerage accounts, ensuring that all regulatory and operational requirements are met. Their responsibilities include coordinating with clients and other financial firms, resolving discrepancies, and ensuring timely and accurate asset transfers. Strong attention to detail and knowledge of financial regulations are essential for this role.
More about Transfer Acat jobs
What cities are hiring for Transfer Acat jobs? Cities with the most Transfer Acat job openings:
What states have the most Transfer Acat jobs? States with the most job openings for Transfer Acat jobs include:
What job categories do people searching Transfer Acat jobs look for? The top searched job categories for Transfer Acat jobs are:
Transfer Acat jobs near you
Infographic showing various Transfer Acat job openings in the United States as of May 2026, with employment types broken down into 2% As Needed, and 98% Full Time. Highlights an 85% Physical, 13% Hybrid, and 2% Remote job distribution, with an average salary of $35,064 per year, or $16.9 per hour.

Trading and Settlement Services

Rockefeller Capital Management

Jersey City, NJ • On-site

$75K - $90K/yr

Full-time

Medical, Retirement, PTO

Posted 10 days ago

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.

Position

The Trading and Asset Settlement Operations team is responsible for full endtoend ownership of trade lifecycle processing and intraday monitoring of market and compliance risk exposures. The Analyst will support ultrahighnetworth clients, Private Advisor teams, and external custodians by ensuring the accurate and timely execution of trades, settlements, and asset transfers. This role serves as a key liaison across internal partners including Risk, Finance, Product, and Technology to investigate and resolve traderelated issues arising from transaction economics, policy requirements, and system functionality.

The position provides broad exposure across Capital Markets products and requires strong execution of operational processes, controls, and internal client servicing responsibilities. Successful candidates are highly collaborative, detailoriented, and comfortable operating in a fastpaced, clientfocused environment.

Responsibilities
  • Manage daily trade capture, affirmation, confirmation, and settlement across multiple asset classes
  • Monitor and resolve trade fails, breaks, and lifecycle events to ensure timely settlement
  • Coordinate ACAT and non-ACAT asset transfers with custodians, advisors, and external partners
  • Support reconciliation processes across cash, positions, and transactions
  • Partner with Risk, Finance, Product, and Technology teams to investigate and resolve trade-related issues
  • Assist with corporate actions, collateral activity, and treasury-related processes as needed
  • Maintain a strong control environment by ensuring accuracy, documentation, and adherence to policies and procedures
  • Serve as a client-facing operations partner, providing timely updates and issue resolution
Qualifications

  • Bachelor degree in Finance, Business, Mathematics, or a related field

  • 2+ years of experience in trade settlement, middle office, or back-office operations

  • Working knowledge of equity settlement processes and trade lifecycle events

  • Experience with financial systems such as Omgeo, Bloomberg, or similar platforms, preferred

  • Strong attention to detail and ability to manage high volumes in time-sensitive environments

  • Familiarity with clearing through custodial platforms (e.g., NFS) is a plus

  • Exposure to asset transfers (ACAT / non-ACAT) and corporate actions, preferred

  • Familiarity with Agentic AI and AI platforms e.g. Co-Pilot, Claude, preferred

  • Series 7 a plus

Skills
  • Strong organizational and time-management skills
  • Ability to work independently and collaboratively in a team environment
  • Client-focused mindset with strong communication skills
  • Comfortable working in a fast-paced, deadline-driven environment
  • Ability to multitask, prioritize, and adapt to changing business needs
  • High level of accuracy, accountability, and ownership
  • Willingness to work extended hours during peak periods or as required due to business need
Compensation Range

The anticipated base salary range for this role is $75,000 to $90,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

Employment Type: FULL_TIME

Apply