Account Transfer Specialist

TPG Staffing; Kalamazoo (MI); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Disability Insurance

Employee Discounts

Job summary

TPG Staffing in Kalamazoo, MI is seeking an Account Transfer Specialist to process client transfer requests, ensure accuracy, and support relationship with brokerages. The role requires a finance degree, 5+ years Fintech experience, strong Excel skills, and exceptional organization and multitasking abilities. The position offers a comprehensive benefits package.

Join a cutting-edge fintech team focused on accuracy, efficiency, and service quality in a fast-paced environment.

Qualifications

• 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.

Responsibilities

• Process incoming and outgoing client transfer requests with accuracy.
• Coordinate with Brokerage and Trust departments for transfers.
• Enter data into the corporate system accurately.
• Assist with asset setup and allocation.
• Maintain consistent quality control of transfer activities.
• Collaborate with Account Custodians as needed.

Education

Bachelor’s degree in Finance or related field

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.