Financial Services Professional

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Revolution Technologies Senior Technology Recruiter @ Revolution Technologies | Connecting Extraordinary Talent Rate: $24/hour Full-time role for candidates local to Memphis, TN Work Schedule: 8am-5pm, Monday through Friday Contract - 4+ months - there is a possibility for extension for another 6 months beyond the initial 6 months, as well as an opportunity to convert to FTE, depending on performance, attendance, and if there is an open FTE position. Will work fully onsite each day for training (around 4 weeks) Will work a hybrid schedule once training is complete - onsite 3 days per week Job Summary: This person will be responsible for supporting the Account Transfers team. Job Duties: • Reviews and approve client requests to transfer accounts to and from contra firms • Routinely make phone calls to the contra firms regarding status of transfers • Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents • Scrutinizes information contained in all types of transfer forms and letters of authorization • Maintains detailed records/notes to ensure all client requests are completed within regulated time allotment • Effectively creates and distributes client correspondence • Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development • Answers mail, phone calls and email inquiries with exemplary Service 1st professionalism • Performs general clerical activities, including faxing, copying, and filing • Assists other areas of the department with various functions when volume is high and/or staffing levels are low • Performs other duties and responsibilities as assigned Qualifications: 2+ years of recent administrative or client services experience within a professional office environment (not from healthcare) Experience working in banking or financial services Experience processing documents/document management Strong data entry skills - please have all candidates complete a data entry assessment. Suitable candidates must score at least 6000 KPH with 85% accuracy or higher. Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel) Willingness to go above and beyond for customers Proactive problem-solving skills Ability to maintain a professional demeanor at all times Strong written and verbal communication skills Education: Minimum of a High School Diploma/GED Completed Seniority level Seniority level Entry level Employment type Employment type Contract Job function Job function Customer Service, Administrative, and Finance Referrals increase your chances of interviewing at Revolution Technologies by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Disability insurance Get notified about new Financial Services Professional jobs in Memphis, TN . Memphis, TN $100,000.00-$120,000.00 6 days ago Memphis, TN $100,000.00-$120,000.00 13 hours ago Executive Assistant-Staff Vice President Financial Services Professional - Memphis, TN Credit Analyst - Transportation & Logistics Insurance and Financial Services Position - State Farm Team Member Southaven, MS $48,000.00-$75,000.00 2 months ago Automotive F&I Training and Development Representative Sales Incentive Administration and Financial Analyst Part Time Teller or Senior Teller 20 hrs Elvis Presley Brookhaven *Saturday Required* College Financial Representative, Internship Program Memphis Metropolitan Area $45,500.00-$60,000.00 2 weeks ago Executive Personal Assistant – Officer4411 Memphis, TN $65,000.00-$75,000.00 7 hours ago Administrative Assistant - Part-Time (20 hours/week) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr