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End-to-End Transfer Specialist

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: AssetMark
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading financial services company is looking for a Transfer Coordinator in Phoenix, AZ. In this key role, you will manage complex transfer processes, ensuring excellence in execution. You will work closely with advisors and external partners to resolve issues and drive improvements. The position requires at least 2 years of industry experience and a Bachelor's degree. Candidates must demonstrate a strong ownership mentality and effective communication skills.

Opportunities for advancement are available.
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