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Theprivateoffice
The Transfer Specialist ensures the efficient and timely completion of pension and investment transfers within the Client Delivery function. This role involves taking ownership of transfer cases from provider acknowledgement through to completion, actively managing progress, and resolving delays or risks. The position requires close collaboration with internal teams, advisers, and third-party providers to maintain service standards and enhance the client journey.
The Private Office (TPO) is an award‑winning, Chartered financial planning firm that delivers fully independent, tailored and unbiased advice for individuals, families and businesses. They provide specialist services across pensions, retirement planning, investments and broader wealth‑management and business financial advice. TPO emphasises bespoke planning and ongoing client support, with digital client access and a team of professional advisers.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Theprivateoffice.
Theprivateoffice didn’t post a salary, so this is our estimate from similar listings.
56% below the average for this role