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Hybrid Account Transfer Associate : Client Services

Job in Memphis, Shelby County, Tennessee, 37544, USA
Listing for: Fwainvest
Full Time position
Listed on 2026-06-26
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 40000 - 50000 USD Yearly USD 40000.00 50000.00 YEAR
Job Description & How to Apply Below
Position: Hybrid Account Transfer Associate I: Client Services

Fwainvest is seeking an Account Transfer Associate I in Memphis, TN. This role involves facilitating the external transfer of client assets and requires strong analytical capabilities and exceptional communication skills. The position follows a hybrid-friendly schedule averaging 12 days per month in the office. Responsibilities include reviewing client requests, data entry, and assisting with customer inquiries.

The ideal candidate will have a High School Diploma and 4 to 6 months of experience in a relevant field. Join us to support our client-first approach and elevate service standards.

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Position Requirements
10+ Years work experience
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