Transfer Associate
Now Hiring: Account Transfer Associate📍 Memphis, TN | On-SiteWe’re seeking a detail-oriented professional with 2+ years of recent administrative or client services experience to join a financial-services environment.
Key Responsibilities:
- Review and process account transfer requests and supporting documentation
- Communicate with external firms regarding transfer status and requirements
- Verify client requests and ensure all required documentation is complete and accurate
- Review transfer forms and authorization letters for accuracy and completeness
- Maintain detailed records and follow up to ensure requests are completed timely
- Reconcile client accounts accurately
- Prepare and distribute client correspondence
- Respond to phone, email, and mail inquiries with a high level of professionalism
- Perform general administrative duties, including filing, copying, and document processing
- Support team members and other areas during periods of high volume
- Participate in team meetings, training, and ongoing professional development
What we’re looking for:
- 2+ years of recent administrative or client services experience
- Banking or financial-services experience preferred
- Strong document processing, data-entry, and reconciliation skills
- Proficiency with Outlook, Word, and Excel
- Excellent communication and customer-service skills
- Strong attention to detail and ability to manage multiple priorities🏢 On-site in Memphis, TN initially, with a transition to hybrid📩 Interested? Send your resume or apply!#Hiring #Account
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