Account Transfer Specialist | Fintech Data & Transfers

Posted today

tpg staffingKalamazoo (MI)

Financial Clerks, All Other Miscellaneous Intermediation

SENIORITY

Senior

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About the role

TPG Staffing in Kalamazoo, MI is seeking an Account Transfer Specialist to process client transfer requests, ensure accuracy, and support relationship with brokerages. The role requires a finance degree, 5+ years Fintech experience, strong Excel skills, and exceptional organization and multitasking abilities. The position offers a comprehensive benefits package. Join a cutting-edge fintech team focused on accuracy, efficiency, and service quality in a fast-paced environment.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.