Transfer Associate
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Job Location:
Memphis, TN - USA
Monthly Salary:
Not Disclosed
Posted on:
2 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Title: Transfer Associate
Location: Memphis TN 38120
Duration: 6 months with possible extension or Conversion
Shift: 8am-5pm Mon to Fri.
Pay Rate: $20 to $24
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.
Responsibilities
- 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
- Reconciles client accounts accurately
- 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
Skills and Experience:
- 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. Be sure to include the results at the top of the candidates resume.
- 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 always maintain a professional demeanor
- Strong written and verbal communication skills
Education:
- Minimum of a High School Diploma/GED Completed
