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ACAT Transfer Operations Specialist; Hybrid
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-03-01
Listing for:
AssetMark
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist -
Business
Regulatory Compliance Specialist
Job Description & How to Apply Below
A leading financial services firm in Phoenix, AZ is seeking a Transfer Specialist to ensure the smooth and accurate execution of asset transfers. The ideal candidate will manage complex transfer issues, drive process improvements, and ensure high-quality service. Responsibilities include processing transfer paperwork, resolving NIGO items, and collaborating with internal teams. Candidates should have a bachelor's degree, 5+ years of industry experience, and knowledge of transfer processes.
This role offers a hybrid work schedule and extensive benefits.
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