End-to-End Transfer Specialist & Process Optimizer

AssetMark; Phoenix (AZ); Hybrid; USD 58,000 - 68,000; Full time

Benefits offered by this job

Hybrid Work Schedule

401K Employer Match

Medical, Dental, Vision Employer con

Volunteer Time Off

Career Development / Recognition

Fitness Reimbursement

Job summary

AssetMark is seeking a Transfer Coordinator near Phoenix, AZ to own the end-to-end transfer journey. You will collaborate with advisors, contra firms, and internal teams to ensure accurate and timely settlements while addressing NIGO issues and maintaining high service levels.

The role requires 2+ years in transfers or brokerage, strong communication, organization, and data analysis skills, and a readiness to work in a hybrid schedule.

Qualifications

• Minimum of 2 years of industry experience (Required).
• Bachelors Degree or equivalent work experience (Required).
• Experience in brokerage and banking (Preferred).

Responsibilities

• Serve as the primary owner of the end-to-end transfer journey, coordinating with advisors, contra firms, vendors, and internal partners to proactively manage every step.
• Resolve issues swiftly by researching complex cases and communicating clearly with all stakeholders via phone and email.
• Mitigate risk and drive continuous improvement by conducting daily audits and refining procedures.
• Enhance team capability by supporting training efforts and cross-functional initiatives.
• Update, maintain, and refine transfer procedures to ensure consistency, efficiency, and accuracy.

Skills

Transfer coordination

ACAT/Non-ACAT/DTC transfers

Communication

Organizational skills

Attention to detail

Data analysis

Problem solving

Relationship building

Education

Bachelors Degree or equivalent

Tools

Brokerage systems

Job description

AssetMark is seeking a Transfer Coordinator near Phoenix, AZ to own the end-to-end transfer journey. You will collaborate with advisors, contra firms, and internal teams to ensure accurate and timely settlements while addressing NIGO issues and maintaining high service levels.

The role requires 2+ years in transfers or brokerage, strong communication, organization, and data analysis skills, and a readiness to work in a hybrid schedule.