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Transfer Specialist Jobs (NOW HIRING)

TPG Staffing

Account Transfer Specialist

Kalamazoo, MI · On-site

$55K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Account Transfer Specialist - Kalamazoo, Michigan Put your eye for detail to the test at a cutting-edge Fintech leader. Our client - a progressive Fintech leader serving a range of clients from ...

TPG Staffing

Account Transfer Specialist

Kalamazoo, MI

$55K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Account Transfer Specialist - Kalamazoo, Michigan Put your eye for detail to the test at a cutting-edge Fintech leader. Our client - a progressive Fintech leader serving a range of clients from ...

TPG Staffing

Account Transfer Specialist

Kalamazoo, MI · On-site

$55K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Account Transfer Specialist - Kalamazoo, Michigan Put your eye for detail to the test at a cutting-edge Fintech leader. Our client - a progressive Fintech leader serving a range of clients from ...

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How much do transfer specialist jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for transfer specialist in the United States is $15.84, according to ZipRecruiter salary data. Most workers in this role earn between $12.26 and $19.71 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a transfer specialist?

To thrive as a Transfer Specialist, you need strong organizational skills, attention to detail, and experience with data management or administrative processes, often supported by a relevant associate or bachelor's degree. Familiarity with customer relationship management (CRM) systems, data entry software, and document management tools is commonly required. Excellent communication, problem-solving abilities, and a customer-focused mindset help you excel in coordinating and facilitating transfers smoothly. These skills ensure accurate, efficient handling of sensitive information and seamless service delivery for clients or stakeholders.

What is the difference between Transfer Specialist vs Customer Service Representative?

Transfer SpecialistCustomer Service Representative
Typically requires knowledge of transfer procedures, certifications in specific industries, and experience handling transfer requests.Focuses on assisting customers with inquiries, complaints, and general support across various industries.

While both roles involve communication and customer interaction, Transfer Specialists specialize in managing transfer processes within specific sectors, often requiring industry-specific certifications. Customer Service Representatives handle a broader range of customer issues without specialized transfer knowledge. The roles may overlap in customer communication but differ in technical expertise and focus areas.

How much do transfer specialists make?

Transfer specialists typically earn an average salary ranging from $35,000 to $55,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced specialists with certifications can earn higher wages. Compensation often includes benefits such as health insurance and paid time off.

What are some common challenges faced by transfer specialists, and how can they be effectively managed?

Transfer Specialists often encounter challenges such as coordinating complex data or asset transfers, ensuring compliance with regulations, and managing tight deadlines. Effective communication with multiple departments and attention to detail are crucial for minimizing errors and delays. Proactively developing strong organizational systems and staying updated on industry regulations can help Transfer Specialists navigate these challenges and contribute to a smooth transfer process.

What is a transfer specialist?

Transfer Specialists are professionals responsible for coordinating and managing the transfer of assets, records, or information between departments, institutions, or clients. Their duties can include processing documentation, ensuring compliance with regulations, and providing guidance throughout the transfer process. Transfer Specialists often work in industries such as banking, education, logistics, or healthcare, where precise and secure handling of transfers is essential. They play a key role in ensuring smooth transitions and maintaining accurate records.
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What cities are hiring for Transfer Specialist jobs?

Cities with the most Transfer Specialist job openings:

What states have the most Transfer Specialist jobs?

States with the most job openings for Transfer Specialist jobs include:

Transfer Specialist jobs near you
Infographic showing various Transfer Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $32,943 per year, or $15.8 per hour.

Account Transfer Specialist

TPG Staffing

Kalamazoo, MI • On-site

$55K - $65K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 6 days ago

Job description

Account Transfer Specialist – Kalamazoo, Michigan

Put your eye for detail to the test at a cutting-edge Fintech leader.

Our client – a progressive Fintech leader serving a range of clients from single and multifamily offices to registered investment advisers, and private trust companies – is currently seeking an Account Transfer Specialist. The Account Transfer Specialist will process incoming and outgoing client requests to bring in new accounts and send out existing accounts.

Responsibilities:

  • Conducting cost basis research.
  • Communicating with Brokerage and Trust departments regarding incoming and outgoing transfer requests.
  • Accurately entering data into the corporate system.
  • Asset setup and allocation.
  • Maintaining consistent Quality Control.
  • Working with Account Custodians.

Skills & Knowledge:

  • Bachelor’s degree in Finance or related field.
  • 5+ years working in the Fintech industry.
  • Proficiency in Microsoft Excel.
  • Highly organized.
  • Detail-oriented.
  • Ability to reassess priorities in a multitasking environment.

Location: Kalamazoo, Michigan

Salary: $55,000-$65,000

Benefits:

Our client offers a comprehensive benefits package designed to support your health, well-being, and future. This includes medical, dental, and vision coverage, life and disability insurance, flexible spending accounts, a 401(k) retirement plan, and access to additional voluntary benefits. Employees also enjoy a perk program that provides special discounts.

The above requirements and qualifications are meant to describe the general nature of the position and do not represent all duties to be performed by the selected candidate. Please note that only candidates who are under consideration for the position will be contacted. The Company is an equal opportunity employer. All employment is decided on the basis of qualifications, merit, and business needs without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.


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