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Transfer Agent Jobs in Chicago, IL (NOW HIRING)

Pitch Health Solutions LLC

Transfer Agent

Naperville, IL · On-site +1

$25/hr

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and coachable. * Tech-ready: * PC or laptop with i5 processor (or higher), Windows 10+ * Upload Sped of ...

Pitch Health Solutions LLC

Transfer Agent

Orland Park, IL · On-site +1

$25/hr

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and coachable. * Tech-ready: * PC or laptop with i5 processor (or higher), Windows 10+ * Upload Sped of ...

Pitch Health Solutions LLC

Transfer Agent

Chicago, IL · On-site +1

$25/hr

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and coachable. * Tech-ready: * PC or laptop with i5 processor (or higher), Windows 10+ * Upload Sped of ...

Pitch Health Solutions LLC

Transfer Agent

Aurora, IL · On-site +1

$25/hr

Prior call center or transfer agent experience is strongly preferred. * Professional, reliable, and coachable. * Tech-ready: * PC or laptop with i5 processor (or higher), Windows 10+ * Upload Sped of ...

JLL

Associate , Investor Services

Chicago, IL · On-site

Act as liaison between transfer agent and wholesaling teams on service issues * Request and provide various reporting required from executive management, accounting and distribution partners.

CME Group

Paralegal

Chicago, IL · On-site

$37.11 - $61.82/hr

Manage relationship with CME Group's transfer agent and provide effective customer service to the Company's retail shareholders. This involves coordinating with Treasury and Compensation on processes ...

CME Group

Paralegal

Chicago, IL · On-site

$37.11 - $61.82/hr

Manage relationship with CME Group's transfer agent and provide effective customer service to the Company's retail shareholders. This involves coordinating with Treasury and Compensation on processes ...

Dlapiper

Paralegal - Corporate

Chicago, IL · Hybrid

$45.52 - $68.93/hr

Assists with basic private company transfer agent functions including stock issuance, stock transfers, stock option grants and maintenance of stock option plan records in corporate maintenance ...

Deloitte

Manager, Transfer Pricing

Chicago, IL

Enrolled Agent * Bachelor's, Master's, or Ph.D. in Economics, Finance, Management, Business, Public Policy, Engineering, Mathematics/Statistics, or equivalent (Master's or Ph.D. preferred) * Other ...

Deloitte

Senior, Transfer Pricing

Chicago, IL

Enrolled Agent * Bachelor's, Master's, or Ph.D. in Economics, Finance, Management, Business, Public Policy, Engineering, Mathematics/Statistics, or equivalent (Master's or Ph.D. preferred) * Other ...

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All JobsTransfer Agent JobsTransfer Agent Jobs in Chicago, IL

Transfer Agent information

How to become a transfer agent?

To become a transfer agent, candidates typically need a high school diploma or equivalent, with some roles requiring a bachelor's degree in finance, business, or related fields. Relevant skills include attention to detail, knowledge of securities laws, and proficiency with record-keeping systems; obtaining industry certifications such as the Certified Transfer Agent (CTA) can enhance job prospects.

What does a transfer agent do?

A transfer agent is responsible for maintaining records of a company's shareholders, processing stock transfers, issuing new shares, and handling related administrative tasks. They ensure accurate ownership records and facilitate communication between the company and shareholders, often using specialized software and adhering to regulatory requirements.

What are some typical challenges a transfer agent may face when processing shareholder transactions?

Transfer Agents often handle a high volume of transactions, which requires careful attention to detail to prevent errors such as misrecording share transfers or incorrect updating of shareholder records. They may also need to resolve discrepancies or handle special requests from shareholders, such as lost certificate replacements or name changes, in accordance with regulatory requirements. Balancing accuracy, regulatory compliance, and timely service can be challenging, but robust internal procedures and ongoing training help mitigate these issues.

How much do transfer agents make?

Transfer agents typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the size of the company. Entry-level positions may start lower, while experienced agents or those with specialized skills can earn higher wages. Compensation often includes benefits and opportunities for advancement within financial or securities firms.

What is a transfer agent?

Transfer agents are financial institutions or companies responsible for maintaining records of who owns a corporation's stocks and bonds. They handle the issuance, transfer, and cancellation of certificates, ensure that investors receive dividends and interest payments, and may also manage shareholder communications. Transfer agents play a crucial role in ensuring the integrity of securities ownership records and facilitating transactions between buyers and sellers. They also help prevent fraud and errors by verifying the authenticity of transfers and supporting regulatory compliance.

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, proficiency in record-keeping, and an understanding of securities regulations, often supported by a degree in finance, business, or a related field. Familiarity with shareholder management systems, transfer agency software, and knowledge of compliance standards such as SEC regulations are typically required. Excellent organizational, communication, and customer service skills help you manage sensitive transactions and resolve inquiries efficiently. These skills ensure accurate processing of securities transfers, regulatory compliance, and positive client experiences in a high-stakes financial environment.

What is the difference between Transfer Agent vs Registrar?

AspectTransfer AgentRegistrar
Primary RoleMaintains shareholder records, processes stock transfers, and handles dividendsRegisters shareholders, maintains the official list of stockholders, and manages issuance of certificates
CredentialsTypically requires securities industry licenses and knowledge of transfer processesSimilar credentials, often overlapping with transfer agents
Work EnvironmentFinancial institutions, transfer agencies, or corporate settingsCorporate registries, transfer agencies, or financial service providers
Industry UsageCommonly used in securities and investment industriesUsed in corporate governance and securities issuance

Transfer agents and registrars often work together but have distinct roles. Transfer agents focus on processing transfers and maintaining shareholder records, while registrars primarily register shareholders and issue certificates. Both roles require similar credentials and are vital in securities management within the financial industry.

What are popular job titles related to Transfer Agent jobs in Chicago, IL? For Transfer Agent jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Transfer Agent jobs in Chicago, IL look for? The top searched job categories for Transfer Agent jobs in Chicago, IL are:
Transfer Agent jobs near you
Infographic showing various Transfer Agent job openings in Chicago, IL as of August 2026, with employment types broken down into 77% Full Time, and 23% Part Time. Highlights an 84% In-person, 8% Hybrid, and 8% Remote job distribution.

Transfer Agent

Pitch Health Solutions LLC

Naperville, IL • On-site, Remote

$25/hr

Full-time

Re-posted 13 days ago

Job description

Pitch Perfect Solutions is hiring experienced Transfer Agents to join our high-performing remote team. Since 2009, we've specialized in insurance lead generation - connecting interested customers with licensed agents.
Why Join Us?
  • $15/hour base pay
  • Commissions & weekly bonuses - top performers average $25+/hour
  • Bi-weekly direct deposit
  • Automated dialing system - no manual dialing
  • Supportive team & proven scripts
  • Full-time schedule: Mon-Fri, 9AM-6PM EST (no weekends!)

What You'll Do
  • Handle outbound calls on our dialer (no cold leads).
  • Follow a simple script to verify customer info and pre-qualify interest.
  • Transfer qualified customers to licensed insurance agents.
  • Earn commission for every billable transfer (customer on call 3+ mins).

What We're Looking For
  • Prior call center or transfer agent experience is strongly preferred.
  • Professional, reliable, and coachable.
  • Tech-ready:
  • PC or laptop with i5 processor (or higher), Windows 10+
  • Upload Sped of 30 mbps minimum
  • Minimum 8GB RAM
  • Wired internet only (no Wi-Fi or hotspot)
  • USB headset with mic
  • Ability to work your full shift consistently.

Please give us a call on our job hotline 1 833 532 2119
Please say and spell your name slowly and leave a brief description of your previous experience and tell us why you think you would be a great asset to our team.

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