Customer Accounts Transfer Associate

Job Summary

This person will be responsible for supporting the Account Transfers team.

• 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

• 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 – candidates must complete a data entry assessment scoring at least 6000 KPH with 85% accuracy or higher; include results at the top of the resume
• Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)
• Willingness to go above and beyond for customers
• Ability to maintain a professional demeanor at all times
• Strong written and verbal communication skills