Account Transfer Specialist | Fintech Data & Transfers

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

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.