About this role
The Transfer Coordinator at AssetMark owns the end-to-end transfer experience for advisor accounts, ensuring transfers are executed accurately and settled timely. The role acts as a point of contact with advisors, contra firms, vendors, and internal teams to resolve issues, reduce rejections, and improve transfer processes while supporting advisor satisfaction and operational efficiency.
Required Skills
- ACAT
- DTC
- Organization
- Communication
- Negotiation
- Detail Orientation
- Data Analysis
- Risk Management
- Process Improvement
- Customer Service
+1 more
Qualifications
- Bachelor's Degree
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
View more jobs at AssetMark →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at AssetMark
Similar Jobs
Clinical Transfer and Access Coordinator, 24 Hours, Nights
UMass Memorial Medical Center(26 days ago)
Associate Transfer Analyst
NATIONAL(18 days ago)
Transfer Center Coordinator | 36 hours per week | Nursing Administration
Great River Health(10 days ago)
Clinical Transfer and Access Coordinator Registered Nurse
UMass Memorial Medical Center(1 month ago)
Remote Desktop Support - Coordinator 1
University of New Orleans(2 years ago)
Transfer Agency - Testing - Manager
State Street(1 month ago)