Account Transfer Specialist

Account Transfer Specialist

Put your eye for detail to the test at a cutting-edge Fintech leader.

Our client – a progressive Fintech leader serving a range of clients from single and multifamily offices to registered investment advisers, and private trust companies – is currently seeking an Account Transfer Specialist for their Edison, NJ office. The Account Transfer Specialist will process incoming and outgoing client requests to bring in new accounts and send out existing accounts.

Responsibilities:

• Conducting cost basis research.
• Communicating with Brokerage and Trust departments regarding incoming and outgoing transfer requests.
• Accurately entering data into corporate system.
• Asset setup and allocation.
• Maintaining consistent Quality Control.
• Working with Account Custodians.

Skills & Knowledge:

• Ba...

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