Transfer agent vs bond broker

The differences between transfer agents and bond brokers can be seen in a few details. Each job has different responsibilities and duties. It typically takes 4-6 years to become both a transfer agent and a bond broker. Additionally, a bond broker has an average salary of $64,594, which is higher than the $25,018 average annual salary of a transfer agent.

The top three skills for a transfer agent include customer service, inbound calls and outbound calls. The most important skills for a bond broker are bonds, securities, and fixed income.

Transfer agent vs bond broker overview

	Transfer Agent	Bond Broker
Yearly salary	$25,018	$64,594
Hourly rate	$12.03	$31.05
Growth rate	10%	10%
Number of jobs	28,396	1,863
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 43%	Bachelor's Degree, 83%
Average age	43	43
Years of experience	6	6

Transfer agent vs bond broker salary

Transfer agents and bond brokers have different pay scales, as shown below.

	Transfer Agent	Bond Broker
Average salary	$25,018	$64,594
Salary range	Between $18,000 And $33,000	Between $39,000 And $105,000
Highest paying City	-	-
Highest paying state	-	-
Best paying company	-	-
Best paying industry	-	-

Differences between transfer agent and bond broker education

There are a few differences between a transfer agent and a bond broker in terms of educational background:

	Transfer Agent	Bond Broker
Most common degree	Bachelor's Degree, 43%	Bachelor's Degree, 83%
Most common major	Business	Business
Most common college	Stanford University	University of Pennsylvania

Transfer agent vs bond broker demographics

Here are the differences between transfer agents' and bond brokers' demographics:

	Transfer Agent	Bond Broker
Average age	43	43
Gender ratio	Male, 42.3% Female, 57.7%	Male, 87.7% Female, 12.3%
Race ratio	Black or African American, 5.6% Unknown, 4.1% Hispanic or Latino, 11.7% Asian, 11.6% White, 66.8% American Indian and Alaska Native, 0.2%	Black or African American, 5.7% Unknown, 4.1% Hispanic or Latino, 12.1% Asian, 9.1% White, 68.8% American Indian and Alaska Native, 0.2%
LGBT Percentage	6%	6%

Differences between transfer agent and bond broker duties and responsibilities

Transfer agent example responsibilities.

Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
Adhere to FDCPA regulations, federal, state and local law provisions.
Research inquiries and provide appropriate feedback including company policies, IRS regulations and compliance requirements.
Provide information to clients on Fidelityproducts, services, operational procedures, including 401k, transaction and NAV quotes.
Answer complex financial inquiries including, fund and market performance, taxation (cost basis, IRS forms, etc.
Demonstrate strong understanding of Comcast products, promoting and selling offerings to individual customers by knocking every door within assign territories.

Bond broker example responsibilities.

Retail trader, fix income securities; manage client account activity; properly allocate client funds to appropriate investment options
Track equities of convertible issues for identification of arbitrage opportunities.
Solicit profitable freight brokerage business by marketing transportation capability via direct sales calls, telephone and direct mail marketing activity.
Execute large volume of retail orders (OTC, list and add lots).

Transfer agent vs bond broker skills

Common transfer agent skills

Customer Service, 27%
Inbound Calls, 13%
Outbound Calls, 12%
TA, 6%
Debt Collection, 6%
Transferring Calls, 3%

Common bond broker skills

Bonds, 27%
Securities, 12%
Fixed Income, 11%
Treasury, 9%
Portfolio, 6%
Bloomberg, 6%

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Transfer Agent
Transfer Agent vs Bond Broker

Updated January 8, 2025

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