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# Transfer Specialist

- **Company:** STRONG RETIREMENT GROUP, INC.
- **Location:** Watkinsville, GA, United States
- **Experience:** Starter
- **Salary:** $40,000.0 - $65,000.0
- **Contract:** Permanent contract
- **Skills:** Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Office, Operational Systems
- **Published:** July 18, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=99680b4e6ef79fbf

## About the Role

* 1-3 years of experience in transfers, client service, operations, or similar roles within financial services, custodial operations, or wealth management preferred.
 * Strong attention to detail and commitment to accuracy.
 * Excellent communication skills - clear, polite, and patient over phone and in writing.
 * Proactive problem-solver who follows through until resolution.
 * Comfortable working both independently and as part of a small team.
 * Ability to manage multiple cases simultaneously and prioritize effectively.
 * Proficiency with Microsoft Office (Outlook, Excel, Word); experience with CRM or custodial platforms is a plus.
 * Bachelor's degree required - finance, business, or related field preferred.
 * Series licenses not required but a plus if held.

## Description

We are seeking a detail-oriented Transfer Specialist to join our team. This role is responsible for facilitating account openings and transferring client assets into and between accounts with accuracy, professionalism, and timely follow-through. The ideal candidate is organized, proactive, comfortable learning evolving processes, and communicates clearly with clients, custodians, and internal teammates., * Manage end-to-end transfer and account opening processes for new and existing clients, including paperwork preparation, submission, and tracking.

 * Verify documentation, reconcile transfer instructions, and ensure all forms meet custodian and regulatory requirements.
 * Proactively identify and resolve issues or delays (e.g., missing signatures, inaccurate account details, hold/restriction items) by researching and coordinating solutions.
 * Communicate professionally and empathetically with clients by phone and email to collect required information, explain status, and provide updates.
 * Coordinate with custodians, financial advisors, and internal teams to ensure smooth transfers and accurate account setup.
 * Maintain clear, up-to-date records in CRM and operations systems; document actions and client communications thoroughly.
 * Escalate complex or unresolved issues to management or appropriate internal partners promptly.
 * Continuously learn and adapt to updated procedures, custodian rules, and compliance requirements.
 * Support process improvement initiatives to increase efficiency and reduce errors.


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