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How much do transfer agency jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for transfer agency 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 does a transfer agency professional do?

As a Transfer Agency professional, your daily tasks often include processing investor transactions, updating and maintaining accurate shareholder records, and responding to client and investor inquiries via email or phone. You'll be responsible for ensuring all activities comply with relevant regulations and internal controls, which may involve close collaboration with compliance, fund accounting, and client services teams. Additionally, you may help prepare reports, assist during audits, and troubleshoot reconciliation issues as they arise. This dynamic work environment provides exposure to various aspects of fund administration and can serve as a strong foundation for career growth within financial services.

What are the key skills and qualifications needed to thrive in the transfer agency position, and why are they important?

To thrive in a Transfer Agency role, you need a solid understanding of financial services operations, attention to detail, and proficiency with data entry and reconciliation, typically supported by a relevant degree or experience in finance or business administration. Familiarity with industry software platforms such as TA systems, fund accounting platforms, and regulatory compliance tools is highly beneficial. Strong organizational, problem-solving, and client communication skills distinguish top performers in this position. These abilities enable accuracy, regulatory compliance, and excellent customer service within a highly detail-oriented, deadline-driven environment.

What is a transfer agency?

A Transfer Agency job involves managing the administration of investment funds, including processing investor transactions, maintaining shareholder records, and handling client inquiries. Professionals in this role ensure compliance with regulatory requirements, facilitate fund subscriptions and redemptions, and provide reporting services to investors and fund managers. Strong attention to detail, financial knowledge, and customer service skills are essential in this field.

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What cities are hiring for Transfer Agency jobs? Cities with the most Transfer Agency job openings:
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Transfer Agency jobs near you
Infographic showing various Transfer Agency job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 74% Full Time, 10% Part Time, and 14% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $35,064 per year, or $16.9 per hour.

Director, Client Account Management - Transfer Agency

SS&C

Denver, CO • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Director, Client Account Management - Transfer Agency

Locations: Boston, MA; Braintree, MA; Denver, CO; Kansas City, MO (hybrid)

About the Role

Provides financial product support services with a customer-focused approach. Provides proactive and innovative solutions to customers. Manager of staff leaders for multiple departments, or manager of professionals who work on issues that require in-depth knowledge or specialized skills. Exercises wide-latitude to make decisions to achieve defined goals. Establishes operational objectives and provides strong tactical leadership. Coordinates with senior management or executives on critical cross-departmental or functional issues, removing barriers to operational success. Participates in the development and implementation of company policies. Accountable for the results of one or more departments.

Why Join SS&C

SS&C combines proprietary technology with deep industryexpertiseto support complex financial and health care operations. Our teams design, implement, andoperatesolutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

  • Oversee all operational activities associate with new client onboarding

  • Work with internal and external auditors to complete Sarbanes Oxley requests

  • Assist and lead departmental initiatives

  • Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service

  • Provide coaching, training and leadership as necessary to the Operations team

  • Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues

  • Monitor operational Key Performance Indicators and manage improvement plans

  • Develop culture of continuous efficiency improvements resulting in increased capacity

RequiredExperience

  • Bachelor's degree in Finance or related fieldor equivalent experience

  • 10+ years' experience in Transfer Agency or Investor Services or related field (financial services/fund administration, corporate communications, portfolio management or securities analysis)

  • Previous management experience is required

  • Strong knowledge of financial services/mutual funds/hedge funds/private equity funds required

  • Excellent communication skills, including written, listening and presentation abilities

  • Proven ability to work under pressure and meet deadlines

  • Strong organizational and relationship building skills

  • Willingness to travel domestically 25% to 50%

Join SS&C, where innovation meets global opportunities.Click heretoapply.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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