Account Transfer Associate Memphis, TN

Position: Account Transfer Associate I Memphis, TN
This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Southfield, MI Corporate Office.

Onsite Training Requirement:
First 30 days required to be onsite Monday-Thursday.

** Responsibilities:*
* + Reviews and approve client requests to transfer accounts to and from contra firms.

+ 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.

+ Assist with various requests for information, referring more complex matters to colleagues.

+ Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.

+ Carry out standard customer service activities and handle simple customer inquiries.

+ Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.

+ Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.

+ Maintain files and records.

+ Organize own work schedule each day in line with changing priorities.

+ Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

+ Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

** Knowledge of:*
* + Each type of security held by the firm and an understanding of the similarities and differences of each security, especially in terms of their complexities.

+ Various industry rules and regulations that must be followed when transferring accounts.

+ Other Home Office Operations departments.

+ Various required legal documentation needed to process requests.

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* Skills:

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* + Uses clear and effective verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.

+ Supports business processes under supervision by applying an understanding and effective use of standard office equipment and standard software packages.

+ Works under supervision to develop appropriate plans or perform necessary actions based on recommendations and requirements.

+ Works to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.

+ Works to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.

+ Works under supervision to plan, organize, prioritize and oversee activities to efficiently meet business objectives.

+ Works under supervision to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

+ Works to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.

+ Works under supervision to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.

+ Receives, monitors and deals with allocated customers at an elementary level, working under supervision.

+ Applies understanding of the business environment and objectives to develop solutions under supervision.

+ Works under supervision to meet high customer service standards.

+ Works under to understand and effectively operate all customer management systems.

+ Works under supervision to perform data analysis for use in reports to help guide decision making.

+ Works under supervision to select, deploy and get the best results from the most appropriate office system.