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

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
  
  Entry level

• Employment type
  
  Contract

• Job function
  
  Customer Service, Administrative, and Finance

Referrals increase your chances of interviewing at Revolution Technologies by 2x

Medical insurance

Vision insurance

401(k)

Disability insurance

Apply BELOW